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The Magazine for Smart Investing and Better Living

This publication is dedicated to our clients, our friends, individuals interested in finance, or anyone who would like to learn more about us! This edition is a 2-in-1 magazine – the first part provides articles and insights featuring Trust Point, while the second portion is centered on our Emerj360 division!

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The Latest Wealth Management
& Trust Point News

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Weekly Market Update

Weekly Market Update: Each week we will offer a very brief market update to help keep you informed on the latest. Want...
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How to save money for retirement

SECURE 2.0 Act Paves the Way for Big Changes

*Please Note: A video overview of Secure 2.0 provisions can be found at the bottom of this blog. The SECURE 2.0 Act...
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5 Critical Steps for Creating a Retirement Income Plan

We’ve said it before, and we’ll say it again: It’s never too early to start planning for retirement. Taking the first step...
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