Towerpoint Wealth Events and
Sacramento Wealth Management
Messages and Tips
Is 2 Million Enough to Retire?
Retirement planning strategies – June 5, 2023
Welcome Megan M. Miller, EA
Newest Member of Towerpoint Wealth | Associate Wealth Advisor – January 5, 2023
Economy in Recession?
Five specific strategies to help you recession proof your portfolio – November 30, 2022
Towerpoint Wealth’s 5 Year Anniversary Picnic
5 Year Anniversary Picnic at Sutter Health Park Home of The Sacramento Rivercats – August 23, 2023
Maximize stock compensation
Does your RSU selling strategy grow net worth? – Oct 7, 2022
Cryptocurrency future
Why Crypto is Here to Stay and Not Going Away | Decentralized finance – September 12, 2022
What is the Definition of a Fiduciary
What is a fiduciary financial advisor, why should you care?June 27, 2022
The Russia/Ukraine Crisis
An Important Message From Towerpoint Wealth – March 3, 2022
On Edge?
How is War in Ukraine and Rampant Inflation an Opportunity for Investors? – February 25, 2022
Long Term Investing Strategies for Long Term Investors
Are You REALLY a Long Term Investor? – October 26, 2021
A Wealth Management Firm With Heart
Give Your Financial Planning a Fresh Start – October 7, 2021
Are Federal Income Tax Increases Looming?
Bipartisan Infrastructure Bill Summary – October 1, 2021
Social Security Benefits!
When Should You Take Them? Social Security Explained – July 30, 2021
How to Build Wealth Better Under the SECURE Act 2.0!
How to Build Wealth Better Under the SECURE Act 2.0! – June 29, 2021
Is Cryptocurrency the Future?
Is Cryptocurrency the Future? – June 25, 2021
ESG, Sustainable, and Responsible Investing
ESG, Sustainable, and Responsible Investing – April 21, 2021
The American Rescue Plan
The American Rescue Plan – April 09, 2021
WHITE HOT Residential (Sacramento Real Estate Market!)
WHITE HOT Residential (Sacramento Real Estate Market! – April 01, 2021
“The GameStop Hurricane – Who Cares??!!”
The GameStop Hurricane – Who Cares??!!
“The Secret to Building Tax-Free Wealth”
Tax- Free Wealth – The Secret to Building Tax-Free Wealth
“The Great Disconnect” – In the Economy
Sacramento Wealth Management – The Great Disconnect
“Dominance of Tech Stocks (so far) in 2020”
A Message to Our Towerpoint Wealth Family
“It Hurts and It’s Temporary”
A Message to Our Towerpoint Wealth Family
Black Diamond
Black Diamond investor experience video tutorial.
Towerpoint’s Tips – Episode 1
December 31, 2019 – Towerpoint’s Tips – Episode 1
Three tips to help build and protect your net worth.
Health + Wealth: The Ultimate Wellness Prescription
October 2, 2019 – Health + Wealth: The Ultimate Wellness Prescription
WATCH a Lunch and Learn
Educational workshop
January 18, 2018 – Residential Real Estate Investing
TPW’s One Minute Tax Tips and
Sacramento Wealth Management
Messages and Tips
Six Questions to Ask of a Prospective New Financial Advisor
Six Questions to Ask of a Prospective New Financial Advisor – May 10, 2022
Choosing Who Will Inherit Your Retirement Accounts
Maximize the money your 401k and IRA beneficiaries inherit – April 19, 2022
Restricted Stock Units
Restricted Stock Units – April 28, 2021
Trading vs. Investing
Trading vs. Investing – April 15, 2021
The Arrival of Coinbase
Coinbase – April 15, 2021
Home Office Deductions
Home Office Deductions – April 02, 2021
401k Loans
401k Loans – April 01, 2021
Dollar Cost Averaging | Stock Market Pullback
Dollar Cost Averaging | Stock Market Pullback – March 23, 2021
Student Debt | Tackle it Now!
Student Debt | Tackle it Now! – March 5, 2021
Rental Passive Activity Losses
Rental Passive Activity Losses – March 1, 2021
Funding a “Backdoor” Roth IRA
Funding a “Backdoor” Roth IRA – February 16, 2021
Cryptocurrency – Wait, I Have to Pay Taxes??!!
Cryptocurrency – Wait, I Have to Pay Taxes??!! – February 8, 2021
Suitability vs. Fiduciary
Suitability vs Fiduciary – February 8, 2021
Rich vs Wealthy
Sacramento Wealth Management” – February 1, 2021
Sacramento Estate Planning
Sacramento Estate Planning” – January 25, 2021
“Coffee At Home” – Your 2021 Financial Goals
“Coffee At Home” – January 19, 2021
Retirement Account Rollovers
Retirement Account Rollovers – January 5, 2021
“Encouragement” – Your 2021 Financial Goals
“Encouragement” – Your 2021 Financial Goals – December 29, 2020
Life Insurance
Life Insurance – December 17, 2020
Donor Advised Funds (DAF)
Sacramento Wealth Advisor – One Minute Tax Tips – Donor Advised Funds (DAF) – November 30, 2020
Roth IRA conversions
Sacramento Wealth Advisor – One Minute Tax Tips – Roth IRA conversions – November 20, 2020
