Fiduciary News Archives - Towerpoint Wealth

.sbi_lb-loader span{--wpr-bg-92fcc3d0-66fc-42cf-9477-f311d91c6a9a: url('https://towerpointwealth.com/wp-content/plugins/instagram-feed/img/sbi-sprite.png');}.sbi_lb-nav span{--wpr-bg-a6f232a7-b5a2-407e-afdf-adedaae006be: url('https://towerpointwealth.com/wp-content/plugins/instagram-feed/img/sbi-sprite.png');}.ctct-form-wrapper input[type=text]:required.ctct-invalid,.ctct-form-wrapper input[type=text].ctct-invalid,.ctct-form-wrapper input[type=email]:required.ctct-invalid,.ctct-form-wrapper input[type=email].ctct-invalid,.ctct-form-wrapper input[type=password]:required.ctct-invalid,.ctct-form-wrapper input[type=password].ctct-invalid,.ctct-form-wrapper input[type=tel]:required.ctct-invalid,.ctct-form-wrapper input[type=tel].ctct-invalid,.ctct-form-wrapper input[type=number]:required.ctct-invalid,.ctct-form-wrapper input[type=number].ctct-invalid{--wpr-bg-53c58eca-e9bf-4654-ae1a-0de587d60271: url('https://towerpointwealth.com/wp-content/plugins/constant-contact-forms/assets/images/error.svg');}.ctct-form-wrapper input.ctct-invalid{--wpr-bg-2f098359-a833-4f8e-8fc7-f086cee92cb3: url('https://towerpointwealth.com/wp-content/plugins/constant-contact-forms/assets/images/error.svg');}.ctct-form-wrapper input[type=text]:required:valid,.ctct-form-wrapper input[type=email]:required:valid,.ctct-form-wrapper input[type=password]:required:valid,.ctct-form-wrapper input[type=tel]:required:valid,.ctct-form-wrapper input[type=number]:required:valid{--wpr-bg-71d4436e-1517-4eeb-902a-3d46f21cc2df: url('https://towerpointwealth.com/wp-content/plugins/constant-contact-forms/assets/images/check_circle.svg');}.ctct-form-wrapper .no-recaptcha .ctct-submitted:disabled{--wpr-bg-0cd977c7-56b6-429f-a65e-5624b8f810e0: url('https://towerpointwealth.com/wp-content/plugins/constant-contact-forms/assets/images/oval.min.svg');}.ur-front-spinner{--wpr-bg-a9aaff40-cb89-4747-ba6e-748e9b9eebcd: url('https://towerpointwealth.com/wp-content/plugins/user-registration-pro/assets/images/wpspin_light-2x.gif');}.user-registration-Button .ur-spinner::before,.ur-submit-button .ur-spinner::before{--wpr-bg-bcaaaa46-5fd0-4752-a992-bb50020fb788: url('https://towerpointwealth.com/wp-content/plugins/user-registration-pro/assets/images/icons/loader.svg');}.block-editor-page .ur-shortcode-form-embed-theme .ur-shortcode-form-embed-theme-tooltips-red-arrow{--wpr-bg-7c0e6113-796a-4bfe-9515-7a9ab7d9d86b: url('https://towerpointwealth.com/wp-content/plugins/user-registration-pro/assets/images/icons/red-arrow.svg');}.et-db #et-boc .et-l .et-fb-modules-list ul>li.urm-registration-form:before{--wpr-bg-afcc72af-1ed3-463f-b931-6f58e2c57f1e: url('https://towerpointwealth.com/wp-content/plugins/user-registration-pro/assets/images/blocks/registration-form.svg');}.et-db #et-boc .et-l .et-fb-modules-list ul>li.urm-login-form:before{--wpr-bg-0a0d6e0e-cb93-4416-8f92-25c246f7cb8b: url('https://towerpointwealth.com/wp-content/plugins/user-registration-pro/assets/images/blocks/login-form.svg');}.et-db #et-boc .et-l .et-fb-modules-list ul>li.urm-myaccount:before{--wpr-bg-32271e11-bd96-43b6-855c-ab7efa3448a3: url('https://towerpointwealth.com/wp-content/plugins/user-registration-pro/assets/images/blocks/my-account.svg');}.et-db #et-boc .et-l .et-fb-modules-list ul>li.urm-edit-profile:before{--wpr-bg-a77b0c1b-1b16-4894-9d6c-7e458ad1568d: url('https://towerpointwealth.com/wp-content/plugins/user-registration-pro/assets/images/blocks/edit-profile.svg');}.et-db #et-boc .et-l .et-fb-modules-list ul>li.urm-edit-password:before{--wpr-bg-93dfaae0-1b42-481d-a1cd-0738c242af6c: url('https://towerpointwealth.com/wp-content/plugins/user-registration-pro/assets/images/blocks/edit-password.svg');}.et-db #et-boc .et-l .et-fb-modules-list ul>li.urm-content-restriction:before{--wpr-bg-42a0d4b0-4b2d-45af-ada8-f0dc81556752: url('https://towerpointwealth.com/wp-content/plugins/user-registration-pro/assets/images/blocks/content-restriction.svg');}.et-db #et-boc .et-l .et-fb-modules-list ul>li.urm-membership-groups:before{--wpr-bg-9fba7bf2-9b80-4fbc-b45d-5e8dafdd7520: url('https://towerpointwealth.com/wp-content/plugins/user-registration-pro/assets/images/blocks/membership-groups.svg');}.et-db #et-boc .et-l .et-fb-modules-list ul>li.urm-membership-thank-you:before{--wpr-bg-13f2c9b0-8efa-405c-9e10-ca6f9abb1c7d: url('https://towerpointwealth.com/wp-content/plugins/user-registration-pro/assets/images/blocks/thankyou.svg');}.et-db #et-boc .et-l .et-fb-modules-list ul>li.urm-popup:before{--wpr-bg-20e1a0cf-3da6-443c-80aa-2307bb689835: url('https://towerpointwealth.com/wp-content/plugins/user-registration-pro/assets/images/pro/blocks/popup.svg');}.et-db #et-boc .et-l .et-fb-modules-list ul>li.urm-download-pdf-button:before{--wpr-bg-59e371d8-1bb4-4ed4-8546-fb534ef85459: url('https://towerpointwealth.com/wp-content/plugins/user-registration-pro/assets/images/pro/blocks/pdf.svg');}.et-db #et-boc .et-l .et-fb-modules-list ul>li.urm-frontend-listing:before{--wpr-bg-a27db81b-2fc0-4b3c-a321-dd036247b964: url('https://towerpointwealth.com/wp-content/plugins/user-registration-pro/assets/images/pro/blocks/frontend-listing.svg');}.et-db #et-boc .et-l .et-fb-modules-list ul>li.urm-view-profile-details:before{--wpr-bg-c2b307c4-8ed4-4777-a2fc-52f1f837289a: url('https://towerpointwealth.com/wp-content/plugins/user-registration-pro/assets/images/pro/blocks/view-profile-details.svg');}.widget select{--wpr-bg-4b682445-b54a-4984-859f-1c9db30e5ab8: url('https://towerpointwealth.com/wp-content/themes/finwave/assets/images/select-arrow.svg');}.rt-testimonial-layout-3 .quote{--wpr-bg-c64d08e9-6642-4954-a3cb-8711626cd29f: url('https://towerpointwealth.com/wp-content/themes/finwave/assets/images/element/quote-bg.svg');}.rll-youtube-player .play{--wpr-bg-50c4ebda-2dda-4e1d-a3e9-e3b230573750: url('https://towerpointwealth.com/wp-content/plugins/wp-rocket/assets/img/youtube.png');}

×

About Us

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

Contact Info

Spring 2026: Managing Client Assets Through Periods of Uncertainty

Spring 2026: Managing Client Assets Through Periods of Uncertainty

by Towerpoint Wealth
May 18, 2026

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

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

by Towerpoint Wealth
January 29, 2026

How Do I Know If I Need a Fiduciary Financial Advisor or a Traditional Advisor?

Blog, Fiduciary News

How Do I Know If I Need a Fiduciary Financial Advisor or a Traditional Advisor?

by Towerpoint Wealth
January 12, 2026

How Can I Feel Truly Financially Secure?

Blog, Fiduciary News

How Can I Feel Truly Financially Secure? A Holistic Guide to Financial Peace of Mind

by Towerpoint Wealth
January 9, 2026

Blog, Fiduciary News

What Is a Fiduciary Financial Advisor? Why It Matters More Than Ever in 2025

by Towerpoint Wealth
November 24, 2025

Fiduciary Insights on the One Big Beautiful Bill & Client Protection Strategies

Fall 2025: Fiduciary Insights on the One Big Beautiful Bill & Client Protection Strategies

by Towerpoint Wealth
October 2, 2025

Navigating Volatility with Strategy and Stability

Summer 2025: Navigating Volatility with Strategy and Stability

by Towerpoint Wealth
May 15, 2025

top secure act insights for professional fiduciaries

The Secure Act Impact on Inherited IRAs: 5 Things Every Fiduciary Must Know

by Towerpoint Wealth
February 10, 2025

Fiduciary Role in Real Estate

The Fiduciary’s Role in Real Estate: Calculating ROI for Smarter Investments

by Towerpoint Wealth
November 5, 2024

Considering the Effects of Inflation and Deflation

Considering the Effects of Inflation and Deflation 08.02.2024

by Towerpoint Wealth
July 31, 2024

1
2