NovaPoint is proud to announce that Meghan Hoover has earned the Federal Retirement ConsultantSM designation issued by the Federation of Federal Employee Benefit Advocates (FFEBA). The FRCSM certification is also a professionally listed designation with the Financial Industry Regulatory Authority (FINRA). The FRCSM designation signifies expertise in federal retirement systems to enable advisers to …
While a full comprehensive financial plan can be beneficial, some clients may want a quicker retirement plan check-up to ensure they are on the right path to meeting their financial goals. At NovaPoint we can provide these retirement spot checks to provide clarity and ease of mind for our clients. This also gives an …
Introduction – The Social Security Administration (SSA) recently announced a cost-of-living adjustment (COLA) of 2.8% for Social Security claimants starting in January 2026. Whether you’re close or far away from retirement, there’s never a better time to start planning your optimal Social Security strategy. Every person who has worked 40 quarters, a minimum of …
What is Financial Planning? Financial planning is a comprehensive and custom process of managing your money to achieve financial security and to meet financial goals. Strategies are implemented to optimize wealth accumulation and minimize your tax liability while implementing risk mitigation strategies to protect your assets and achieve your financial goals. Financial planning considers: …
What is Financial Planning? Financial planning is a comprehensive and custom process of managing your money to achieve financial security and to meet financial goals. Strategies are implemented to optimize wealth accumulation and minimize your tax liability while implementing risk mitigation strategies to protect your assets and achieve your financial goals. Financial planning …
Punxsutawney Phil, the groundhog, predicted an early Spring over the weekend. We’d take caution with the prediction as the groundhog has only been about 40% correct historically on his weather predictions. He predicted an early Spring last year that did not prove correct. Likewise, not many market prognosticators know the extent of the coronavirus …
Download our 2019 Business Retirement Plan Guide It’s not how much you make, it’s how much you keep! Our informative 2019 Business Retirement Plan Guide can assist business owners, entrepreneurs, independent contractors, sole proprietors and business professionals in selecting the best business retirement plan for their needs. From SEP-IRA’s to 401(k)’s to Cash Balance Plans, …
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