The GameStop Hurricane – Who Cares??!! 01.28.2021

GameStop stock – what is all the hubbub bout? Should you even care? Watch the 90 second video message below from our President, Joseph Eschleman, to set your head straight, find out if this short selling and short-covering madness even matters, what these Reddit users are doing, if you should care about this stock surge, or if …

Coffee At Home – Investing early

Investing early and making intelligent incremental monetary decisions usually leads to BIG THINGS, it just takes time and discipline. Click below and take 60 seconds to watch Matt Regan, CPA, MBT – Wealth Advisor‘s most recent OneMinuteTaxTip video to learn how a simple change in your financial lifestyle, such as making coffee at home, can end up …

Time to Relax!

A hard earned after-work #cocktail yesterday afternoon for our Director of Operations, Lori Heppner, and Client Service Specialist, Michelle Mazzulla Venezia. We feel fortunate that the #TPWculture we have built extends outside of the office as well, as we all understand the importance of #workhardplayhard, and oftentimes enjoy doing so together!

“Will the Big Blue Wave Leave You Money to Save?”

It seems ridiculous in times like these to write a newsletter about finances and money, but we feel it is our responsibility at Towerpoint Wealth to do so, even if only to provide some respite from politics to our growing family of readers and Trending Today subscribers. We have heard from a few clients that, for a number of …

Retirement Account Rollovers | One Minute Tax Tips

This week’s One Minute Tax Tip – old 401(k) and retirement account rollovers! Many people have a retirement account held with a previous employer, but oftentimes don’t know what to do with these assets. Watch this quick video to learn more about the four options available to you. Feel free to email us at info@towerpointwealth.com …