Your trusted resource for financial
planning, investments and insurance.

SharpePoint prides itself on keeping our clients and community informed. Please refer back to this resource page for access to important account links, recent news potentially impacting your investments or financial plan, or planning tools such as calculators and educational materials.

Filter: All / Commentary / News Briefs /

Stocks in Retirement: You Might Need More Than You Think

It may make sense for today's retirees to keep as much as 60% to 80% of their investment assets in equities, especially in their first decade of retirement.

December 20, 2020Commentary,

5 Financial Documents Every Young Adult Should Consider

Most young adults don't think wills and estate planning are things they need to be concerned about -- at least for now. Yet all young adults, no matter their age, should consider some type of estate plan.

December 20, 2020Commentary,

Calculators

Simple Future Value Calculator

What can my money grow to in the future?

Simple Mortgage Calculator

Calculate payments, or back in to a maximum mortgage amount, and other calculations.

What’s your Required Minimum Distribution?

Run the numbers.

College Savings Calculator

Get an estimate of how much you should try to save.

Retirement Savings Calculator

What you need to save to make it happen.

Federal Tax Calculator

A simple calculator to help estimate liability.

Rental Property Calculator

See if a rental investment can be profitable.

Stay informed as breaking news may impact your investments or financial plan.

  • This field is for validation purposes and should be left unchanged.