NorthPointe Wealth Management

Taxable accounts are often overlooked as many focus on their retirement accounts through their employer, but a taxable account will help give you more flexibility during your accumulation years and into retirement. I encourage clients to start building a taxable account, even if it's $100 a month. If you would like to chat on strategies to start a taxable account or how it fits into an overall financial plan, lets talk!

Where you save matters just as much as how much you save. See how tax-deferred growth compares to a taxable account over the same time horizon.

Taxable vs. Tax-Deferred Savings Compare how the same contribution grows differently in taxable versus tax-deferred accounts.

A disability could keep you from work and increase costs. How can you protect yourself?

Disability and Your Finances In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.