• 500 Capitol Mall #2060, Sacramento, CA 95814
  • info@towerpointwealth.com
  • Schedule An Appointment
  • Client Login
    • Charles Schwab
    • Black Diamond
    • Schedule An Appointment
  • Client Login
    • Charles Schwab
    • Black Diamond
    • Schedule An Appointment
  • Home
  • About Us
    • About Us
    • Our Team
    • Benefits of Independence
  • Our Process
    • Our Wealth Management Process
    • Wealth Management Philosophy
    • Financial Planning Process
    • Our Fees & List Of Documents Needed
    • Responsible Investing
  • Our Services
    • Wealth Management
    • Investment Management
    • Financial Planning
    • Retirement Planning
    • Estate Planning
    • Tax Planning
    • Fiduciary Financial Advisor
    • Fiduciaries and Trustees
  • Resources
    • Blog
    • TPW Trending Today
    • Financial Guides & Checklists
    • Wealth Management Resources
    • A Wealth Of Knowledge Podcast
    • Video Library
  • FAQs
  • Contact
  • Schedule An Appointment
  • (916) 405-9140
  • 500 Capitol Mall #2060, Sacramento, CA 95814
  • info@towerpointwealth.com
  • Schedule An Appointment
  • Client Login
    • Charles Schwab
    • Black Diamond
    • Schedule An Appointment
  • Client Login
    • Charles Schwab
    • Black Diamond
    • Schedule An Appointment
  • Home
  • About Us
    • About Us
    • Our Team
    • Benefits of Independence
  • Our Process
    • Our Wealth Management Process
    • Wealth Management Philosophy
    • Financial Planning Process
    • Our Fees & List Of Documents Needed
    • Responsible Investing
  • Our Services
    • Wealth Management
    • Investment Management
    • Financial Planning
    • Retirement Planning
    • Estate Planning
    • Tax Planning
    • Fiduciary Financial Advisor
    • Fiduciaries and Trustees
  • Resources
    • Blog
    • TPW Trending Today
    • Financial Guides & Checklists
    • Wealth Management Resources
    • A Wealth Of Knowledge Podcast
    • Video Library
  • FAQs
  • Contact
  • Schedule An Appointment
  • (916) 405-9140
×

Helping you remove the hassle of properly coordinating all of your financial affairs, so you can live a happier life and enjoy retirement.

  • Client Login
    • Charles Schwab
    • Black Diamond
    • Schedule An Appointment
  • Home
  • About Us
    • About Us
    • Our Team
    • Benefits of Independence
  • Our Process
    • Our Wealth Management Process
    • Wealth Management Philosophy
    • Financial Planning Process
    • Our Fees & List Of Documents Needed
    • Responsible Investing
  • Our Services
    • Wealth Management
    • Investment Management
    • Financial Planning
    • Retirement Planning
    • Estate Planning
    • Tax Planning
    • Fiduciary Financial Advisor
    • Fiduciaries and Trustees
  • Resources
    • Blog
    • TPW Trending Today
    • Financial Guides & Checklists
    • Wealth Management Resources
    • A Wealth Of Knowledge Podcast
    • Video Library
  • FAQs
  • Contact
  • 500 Capitol Mall, Suite 2060 Sacramento, CA 95814
  • (916) 405-9140
  • info@towerpointwealth.com
  • towerpointwealth.com

Our Recent Posts

Towerpoint WealthArticles by: Towerpoint Wealth
TPW Trending Today

Holding Cash is No Longer Trash! 10.10.2022

  • by Towerpoint Wealth
  • October 10, 2022
TPW Investment Committee Nathan Billigmeier
TPW This Just in

The Continued Due Diligence of the Towerpoint Wealth Investment Committee 09.27.2022

  • by Towerpoint Wealth
  • September 28, 2022
TPW Trending Today

With Inflation and Rates Sky High, Should You Consider Bonds to Buy? 09.23.2022

  • by Towerpoint Wealth
  • September 26, 2022
TPW Money Musing

Cryptocurrency future | Why Crypto is Here to Stay and Not Going Away 09.23.2022

  • by Towerpoint Wealth
  • September 23, 2022
TPW Money Musing

Webinar on alternative investments 09.23.2022

  • by Towerpoint Wealth
  • September 23, 2022
TPW Trending Today

Hold On… You Have No Alternative Investments In Your Portfolio? 09.09.2022

  • by Towerpoint Wealth
  • September 9, 2022
TPW Trending Today

Celebrating 5 Years of YOUR Trust and Confidence 08.26.2022

  • by Towerpoint Wealth
  • August 26, 2022
TPW This Just in

Towerpoint and Terry Tomato! 08.17.2022

  • by Towerpoint Wealth
  • August 18, 2022
TPW Trending Today

Inflation Reduction or Addition? 08.12.2022

  • by Towerpoint Wealth
  • August 13, 2022
TPW Money Musing

Duty of Fiduciary Financial Advisor 08.03.2022

  • by Towerpoint Wealth
  • August 3, 2022
  • 1
  • ...
  • 12
  • 13
  • 14
  • 15
  • 16
  • ...
  • 35

Verify your email

We sent a 6-digit code to .

Subscribe To Our Industry Newsletter

Select list(s) to subscribe to

key tax and retirement changes fiduciaries should be planning for in 2025-2026
Fiduciary News

Winter 2026: Insights for Professional Fiduciaries Navigating an Evolving Planning Landscape

  • January 29, 2026

Trending Today Newsletter

Select list(s) to subscribe to

By submitting this form, you are consenting to receive marketing emails from: . You can revoke your consent to receive emails at any time by using the SafeUnsubscribe® link, found at the bottom of every email. Emails are serviced by Constant Contact
tax planning in retirement
TPW Trending Today

Tax Planning in Retirement: What You Should Review Before Filing

  • February 2, 2026

Download File

Download File

Download File

Download File

Download File

Download File

Download File

Download File

Download File

Download File

Download File

Download File

Download File

Download File

Download File

Download File

Download File

Download File

Download File

Download File

Download File

Download File

Download File

Download File

Download File

Download File

Download File

Download File

Download File

Download File

Download File

Download File

Download File

Download File

Download File

Download File

Download File

Download File

Download File

Download File

Download File

Download File

Download File

Download File

Download File

Download File

Download File

Download File

Download File

Download File

Trending Today Newsletter

Subscribe
  • tax planning in retirement
    Tax Planning in Retirement: What You Should Review Before Filing
    by Towerpoint Wealth
    February 2, 2026

Mobile Navigation

  • Client Login
    • Charles Schwab
    • Black Diamond
    • Schedule An Appointment
  • Home
  • About Us
    • About Us
    • Our Team
    • Benefits of Independence
  • Our Process
    • Our Wealth Management Process
    • Wealth Management Philosophy
    • Financial Planning Process
    • Our Fees & List Of Documents Needed
    • Responsible Investing
  • Our Services
    • Wealth Management
    • Investment Management
    • Financial Planning
    • Retirement Planning
    • Estate Planning
    • Tax Planning
    • Fiduciary Financial Advisor
    • Fiduciaries and Trustees
  • Resources
    • Blog
    • TPW Trending Today
    • Financial Guides & Checklists
    • Wealth Management Resources
    • A Wealth Of Knowledge Podcast
    • Video Library
  • FAQs
  • Contact
  • With deep expertise in wealth management, investment planning, and legacy preservation, we empower clients to achieve long-term financial confidence.

Location

  • 500 Capitol Mall, Suite 2060
    Sacramento, CA 95814
  • (916) 405-9140
  • info@towerpointwealth.com

Explore

  • Home
  • Resources
  • FAQs
  • Contact
  • ADV Form
  • Privacy Policy
  • Career

About Towerpoint

  • About Us
  • Our Process
  • Benefits of Independence
  • Our Team
  • Responsible Investing
  • Fees

Services

  • Wealth Management
  • Investment Management
  • Financial Planning
  • Retirement Planning
  • Estate Planning
  • Tax Planning
  • Fiduciary Financial Advisor
  • Fiduciaries and Trustees

Towerpoint Wealth is a Registered Investment Adviser. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Towerpoint Wealth and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Towerpoint Wealth unless a client service agreement is in place. No portion of any content on this website is to be interpreted as a testimonial or endorsement of Towerpoint Wealth investment advisory services and it is not known whether any clients referenced herein approve of Towerpoint Wealth or its services; nor should it be assumed that any references to our clients are representative of all of our clients’ experiences.

Towerpoint Wealth provides links for your convenience to websites produced by other providers or industry related material. Accessing websites through links directs you away from our website. Towerpoint Wealth is not responsible for errors or omissions in the material on third party websites, and does not necessarily approve of or endorse the information provided. Users who gain access to third party websites may be subject to the copyright and other restrictions on use imposed by those providers and assume responsibility and risk from use of those websites.

  • Copyright © 2025 Towerpoint Wealth
TALK TO US

Verify your email

We sent a 6-digit code to .

Trending Today Newsletter

Subscribe
  • tax planning in retirement
    Tax Planning in Retirement: What You Should Review Before Filing
    by Towerpoint Wealth
    February 2, 2026