Pointer Financial Group

We know long-term care isn't an easy subject to discuss. For that reason, many choose to ignore this crucial aspect of financial planning until it's too late. Join Shelly Wohler, CPFA alongside special guests Jenny Wagner & Pam Foti to learn about the different types of care, facilities, and how to plan and budget for these needs at this month's seminar. Seats are limited, so reserve your spot today through the event below. We hope to see you there!

With the tax deadline right around the corner, it's crucial to review the many ways you can keep more of what you earn. Join Shelly Wohler, CPFA at our office, for our upcoming "Her Financial Future: Tax Strategies for Smart Saving" event tomorrow at 5PM. Learn a pointer or two about ways you can save, invest, and plan in the most tax efficient manner. Register using the link below. We hope to see you soon!

Corrections create opportunity. As the investing adage goes, "time in the markets is more important than timing the markets." It's riskier to potentially miss out on the best days of the year by waiting for the bottom, then it is to try to time it perfectly. Reach out to our team of experts today to uncover more hidden opportunities!

We're excited to announce that Pointer's Shelly Wohler, CPFA will be teaming up with Abigail Jaqua to cohost a Money Mastery class tomorrow evening! Join us for a crash course on building wealth through real estate, financial planning for long-term growth, smart lending, mortgage strategies, and more. Only a few spots remaining - register below to reserve a seat ASAP. We hope to see you there!

Join us at our office on February 25th at 5PM for our upcoming event, "Her Financial Future"! Here, we'll review the building blocks necessary for a strong financial foundation and allow time to network and create new connections. All are welcome, though seats are filling fast - RSVP via email ([email protected]) to secure your spot today. We hope to see you there!

Still dating things as 2024? Then you're probably still using last year's tax brackets and contribution limits too! The new year brings new tax brackets, contribution limits, and much more! Check out our website for an all-inclusive retirement and tax reference guide containing all of the latest data and updates. https://lnkd.in/gUEjCfwB

Don't forget to register for our event on Thursday! https://lnkd.in/gtk8ScPn

Season's greetings! As we turn the corner into the holiday season, we couldn't be more excited to announce, and host, our upcoming festive event led by Shelly Wohler, CPFA this Thursday, December 5th! Join us for jolly networking with treats, drinks, and friendly faces! Thanks to local charity, "Santa in a Shoebox", all who attend will have the opportunity to help gift someone a merrier holiday season by bringing a wrapped shoebox gift for those in need. All are warmly welcome to attend, simply use the link below to RSVP prior to event. We hope to see you there - happy holidays!

While spending time with friends and family this holiday season, it's important to focus on the moments and times that matter most. These gatherings offer unique opportunities to create lasting memories, share laughter, and cherish the intangible moments that the holidays bring us. This extended weekend also offers a great opportunity to reflect on your finances with gratitude and make wise decisions on your spending. Review this short checklist heading into the holidays to give yourself the peace of mind to enjoy the holidays without worry. Happy Thanksgiving from the Pointer team to you and your families!

If you're not subscribed to our newsletter, you may have missed it. Not one, but two new articles on our website now providing post-election Pointers, market commentary, and an end of the year financial checklist. Be sure to take a read to stay up to date!