OnPoint Partners, LLC

With new RMD rules taking effect in 2025, it’s important to stay informed and avoid potential penalties. Swipe for more information. And please know that our team is here to help review your situation and ensure you're on track. Reach out anytime.

You didn’t request a penny for our thoughts, but we’re going to share our two cents anyway! As most Americans have likely heard by now, the U.S. Treasury recently announced a halt in penny production. Today, we’re sharing an overview of what happened and the potential impacts, which can overall be considered “small change.” Swipe for more information, and reach out with any questions!

February brought warm inflation readings and continuing tariff discussions, contributing to economic uncertainty and market volatility. Swipe through for more insights, and reach out to our team with any questions or needs. We are always here as a resource for you.

The big game is here! Whether you’re rooting for your team, tuning in for the commercials, or just here for the snacks ????, we hope your weekend is a real touchdown. If you need anything before kickoff, just pass it our way — we’re here to help!

???? Fly, Eagles, Fly...all the way to the 2025 Super Bowl! . ?? Join us in cheering for Philadelphia as they aim for victory this Sunday! Drop your favourite game day tradition in the comments. Let's keep the energy high! #EaglesNation #SuperBowlBuzz

On National Wear Red Day (Feb. 7), we honor the fight against heart disease, a leading cause of death in the U.S. Many forms of heart disease can be prevented with awareness and lifestyle changes, but the symptoms are often misunderstood. Here's a look at some symptoms to watch for — and some that might surprise you: ??Chest Pain or Discomfort — Often felt as pressure or tightness, this is the most recognized symptom. ??Shortness of Breath — Especially during rest or mild activity, shortness of breath can be an early sign. ??Fatigue and Weakness — Unexplained tiredness, even without exertion, could signal that the heart isn't pumping effectively. ??Swelling — Swelling in the legs, ankles, or abdomen may indicate heart valve or muscle issues. ??Lightheadedness or Dizziness — Feeling dizzy or faint could be a sign of irregular heartbeats or other heart conditions. ??Pain in the Neck, Jaw, or Back — These less-obvious pains are especially common in women experiencing a heart attack. We hope this is a helpful reminder of heart disease symptoms. Feel free to share it with your network!

We’d like to take a moment to thank our incredible clients for trusting us with their accounting/bookkeeping needs. If you know any business owners in need of accounting guidance, feel free to send them our way. We're always here to help simplify finances and support business growth! #bookkeeping #accounting #consultancy #guidance #finances #thankyou #onpointpartners

Happy New Year! As we reflect on the gains from 2024, there's much to anticipate for 2025 in the U.S. financial markets. The question for many is whether earnings growth will persist and how interest rates might shape the year ahead. Swipe through for more insights. And as always, reach out to our team with any questions or needs. We are always here as a resource for you. #financialmarket #insight #growth #resources #consultancy #OnPoint #Partners #NewYearNewGains

We can’t predict life’s rainy days, but we can plan ahead to weather them. Life insurance isn’t just about protection — it can also serve as a financial tool throughout your life, offering support when times get tough. Preparing now will allow you to have a peaceful tomorrow. #peaceofmind #finances #2025 #insurance #OnPointPartners

This Martin Luther King Jr. Day, we encourage you to join us in taking time to learn about the 2025 theme and activities by visiting The King Center website at thekingcenter.org. Wishing you a reflective MLK Day.