Financial Wealth Blog

It’s official. As of this month, tariffs on imports are officially in effect — and while that may sound like a headline for economists or politicians, the reality may hit

In this article, we’ll talk about why the great wealth transfer is such a big deal, the most common mistakes families make, and how fiduciary planning can help ensure your family’s wealth doesn’t just survive the transition, but grows stronger because of it.

Contrary to popular belief, estate planning is NOT just about what happens after you’re gone. It’s about making sure your wealth, values, and intentions are both documented and protected —

Most people dream of a long, fulfilling retirement. But what if living longer,  a gift in many ways, quietly puts your financial future at risk? At Towerpoint Wealth, we believe

When it comes to investing, the goal is simple: buy low, sell high. But as any experienced investor knows, the reality can be far more complicated.  Despite having access to

There’s no question that digital assets have captured the spotlight — and not just among tech enthusiasts. Over the past several years, investors have increasingly explored investing in crypto and blockchain-based innovations.
But what’s driving the interest?

After more than six decades at the helm of Berkshire Hathaway, one of the most influential investors in history is officially passing the torch. But while headlines focus on not only his $161 billion net worth, who will take over at Berkshire, or what this means for Berkshire’s stock, we believe the bigger story is the investing legacy Buffett leaves behind.

We’ll explore the benefits of independent wealth management — what sets it apart, what it means for you as an investor, and why so many people just like you are choosing this type of professional partnership when working to build lasting financial security.

We’ll walk you through five proven strategies to help recession-proof your portfolio. Whether you’re already worrying about the impact of today’s economy or simply want to be proactive, these strategies are designed to help you manage risk, stay focused, and uncover opportunity — even when headlines say otherwise.

When it comes to investing, many people focus on maximizing returns — finding the right investments, properly diversifying their portfolios, and shrugging off shorter-term market noise. But there’s one factor that can quietly eat away at those gains if not managed properly: TAXES.

Sacramento remains a prime destination for rental demand and long-term real estate investment potential. But with higher mortgage rates, shifting market conditions, and new real estate laws, investors must be more strategic than ever.

Social Security is not on the brink of disappearing, and both current and past administrations — including Trump’s — have acknowledged the importance of maintaining the program’s longevity.

Tax season is here, and if you’re an investor, that means there’s something that should be on your radar — 1099 forms. Whether you’ve earned interest from bonds, dividends from stocks, or capital gains from your trading activity, the IRS wants to know about it. 

Navigating Market Volatility and Potential Tariffs in the U.S. As Donald Trump takes his seat as the 47th President of the United States, investors are closely monitoring the potential impacts

How Retirement Income Planning for Retirement Can Give You the Confidence to Spend After dedicating a good portion of your life to earning and saving, the idea of spending in