Towerpoint Wealth’s Post

📈 Excited about the recent surge in the stock market? Want to learn how to maximize your gains during #bullmarkets? In our new educational video, our President, Joseph Eschleman, CIMA®, reveals the top 5 most important things investors need to know about a bull market, and specific tips on how to position yourself for success during these periods. Click the link in the first comment below to watch now! 👇 #TrustTowerpoint #haveaplan #bedisciplined #bullmarket

Join us! 🎉 🎊 We are excited about the end of the 2024 tax season and to be hosting our 2nd Annual Spring Social Mixer! We welcome having you and a colleague and/or friend as our guests, and hope to hear from you soon! Please RSVP by April 24th via info@towerpointwealth.com or send us a direct message.

🔔 Happy 4/15 Tax Day! Click below for the final episode in our #2024taxseason series, In this video, our President, Joseph Eschleman, CIMA®, offers up some specific insights into how to compute your ACTUAL #incometaxrate. Additionally, check out the first comment blow for a link to grab your *free* 2024 Tax Guide from our website! 💰 #haveaplan #bedisciplined #TaxDay #FinancialFreedom

🤝 💰 We are continually working on coordinating both the legal and financial aspects of #wealthmanagement, building strong collaborative #partnerships with not only our clients, but also the other trusted advisors in their lives. Our President, Joseph Eschleman, CIMA®, recently enjoyed lunch at Camden Spit & Larder with an excellent long-time client, Terry Eager, and leading Sacramento estate planning attorney Kent Calfee from Murphy Austin Adams Schoenfeld LLP. Wealth management is much more than just #investmentmanagement, as #estateplanning, #incometax minimization, #insurance analysis, #liability management, #realestate analysis, #retirementplanning, and #cashmanagement are just a few of the MANY areas that require attention and integration into any truly comprehensive and customized financial plan and strategy.

🎓 Wondering if you can deduct your #studentloaninterest? 🤔 If you're navigating #studentloan payments, understanding the tax implications is crucial. Click below to find out more! 🎥

🔍 Are you unsure about what #taxfilingstatus to elect? 🤔 Don’t worry, we’ve got you covered! 💼 Join our President, Joseph Eschleman, CIMA®, in our latest #2024taxseason video as he breaks down the 5 filing statuses for your 2023 taxes, and the pros and cons of each. #TaxFiling #FilingStatus #haveaplan #TrustTowerpoint #2023taxes #incometaxes

📌 Missing the April 15th #incometax filing deadline can be stressful, but if it happens, you don’t necessarily have to worry! 🗓️ Click below and tune in to hear our President, Joseph Eschleman, CIMA®, break down the consequences if you miss the deadline, and what to do. #haveaplan #2024taxseason

📅 Hello April! Tax season is here, but don’t stress. 💼 We’re here to simplify things for you with some helpful tips. Ever wondered whether to itemize deductions or take the standard deduction? 🤔 Towerpoint Wealth President Joseph Eschleman, CIMA® has the answer! Check out the first of our limited tax series videos, as we answer some of the most frequently asked questions we get asked every tax season! #TaxSeason #TaxTips #StandardVsItemized #trusttowerpoint

Why do #interestrate cuts seemingly matter so much? With all of the talk about the possibility of the Federal Reserve Board lowering #interestrates (MAYBE) in 2024, click the URL below for an excellent Bankrate article discussing how #theFed's decisions on interest rates can significantly impact the economy, #inflation, and your finances. https://lnkd.in/d6WmMgkR. #haveaplan #bedisciplined #TrustTowerpoint

It is next to impossible to BOTH consistently *and* accurately time the market. Don't get caught up in #MarketTiming... Thanks to Ned Davis Research and Hartford Funds for the illustration. #haveaplan #bedisciplined #TrustTowerpoint #donttimeit