The Elegant Solution: Simplifying Your Financial Life
Are you carrying too much financial “stuff”? Old accounts, unused tools, and forgotten subscriptions can weigh you down, what could you let go of to make your financial climb lighter?
Market and Investment Insights
Q1-23 Quarterly Review
Brent Vandermeer gives a brief market and portfolio update in this short video, where he talks about what happened in 2022 and where we might be headed next regarding the economy and markets.
Advocacy in Aging
A key topic we focus on when you discuss your estate planning at CrossPoint is aging and what your plans are.
Lost in transition? Thoughts on Retirement
Brent contributed his perspectives on the financial impact to doctors considering retiring in an article entitled “Lost in transition? Thoughts on Retirement Part 2. “Should I stay or should I go now?” in the Oncologist Read the Article »
2021 Financial Checklist
2020 was a year to remember, filled with hardship for many, and silver linings for some. As we begin a new year, it’s a time to reflect on the past year to consider what went well and what could be improved upon. Here’s a Financial Checklist to help you and your family start the year […]