OnPoint Financial Blog

Welcome to OnPoint Financial Management, the go-to source for expert insights and advice on all things related to financial management. Our blog is dedicated to helping individuals and businesses navigate the complex world of finance, from budgeting and investing to taxation and risk management. Whether you're a seasoned financial professional or just starting out, our team of experienced writers and industry experts are here to provide you with the latest news, trends, and best practices in financial management. We believe that sound financial management is the foundation of a healthy and prosperous life, and we are committed to helping our readers achieve their financial goals through informative and actionable content. So join us on this journey to financial success, and let's make every decision OnPoint! Double Click to Edit

Published November 2021

Let’s talk about what no one is talking about.

adult holding hand of toddler talking about financial freedom and wealth management
When we are younger, there is a stigma against asking our parental figures about how much money they make, how much things cost, and how to prioritize spending money. At OnPoint we believe that financial freedom and wealth management tools should be afforded and accessible to everyone. The first step in doing this is asking questions and feeling empowered to talk about your financial situation.

Published October 2021

The most frequently asked questions I get.

Investing our money is something that we all know we should be doing, but many don't know where to start. Here are some of the most frequently asked questions I get as an owner of a wealth management firm with over 10+ years of experience
person creating chart on a notepad next to a calculator

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