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Welcome to the Point Comfort Wealth Management Blog. Here you will find news, opinions, insights, and thought leadership written by our professionals.

Friday, March 17, 2023

Once you are in your 60s, you are likely to focus less on growing your retirement funds than answering, "When do I retire?" And once you crack open your nest egg, how should you allocate its contents? The answer often lies in a...

Thursday, March 9, 2023

Tax season can be a stressful time for many people, especially if you're not fully prepared. However, with some advance planning and preparation, you can take steps to mitigate your tax bill for the upcoming year.

Thursday, March 2, 2023

When it comes to financial management, women face unique challenges over their male counterparts. Less than a quarter of the adult female population feel they received sufficient preparation from their parents concerning financial matters.

Thursday, February 23, 2023

529 plans are designed for saving for education and are beneficial since contributions accumulate and grow tax-free as long as withdrawals are used for qualified education expenses. But 529 plans may also be part of a wealth transfer strate