Year-End Financial Planning: 5 Steps to Prepare for 2026
The end of the year is closer than it looks. Here’s how to get your financial plan ready for the year ahead, in five simple steps.
Avoiding IRMAA Surcharges on Your Medicare Premiums
IRMAA surcharges can add thousands of dollars a year to your Medicare premiums—often by surprise. Learn what triggers IRMAA, how the income brackets work, and strategies to keep your costs under control.
Your Questions About OBBBA Tax Reform, Answered
The One Big Beautiful Bill Act (OBBBA) is the most significant tax reform since 2018, reshaping deductions, estate planning, and even creating “Trump Accounts” for kids. Our latest guide explains the key changes and what they could mean for your planning.
How Backdoor Roth Strategies Can Help You Build Tax-Free Wealth
High earners often feel locked out of one of the most powerful retirement tools—the Roth IRA—because of income limits. But that doesn’t mean you can’t put these accounts to work for your future.
Financial Freedom Isn’t the Destination. It’s the Starting Point.
True financial freedom isn't about hitting a magic number—it's about aligning your money with what matters most. Here’s how to reframe your thinking.
Do I Need a Registered Investment Adviser?
In a financial world filled with overlapping titles and compensation models, being an RIA is a clear and powerful signal of trust to investors. But what exactly does it mean?
The commentary on this blog reflects the personal opinions, viewpoints, and analyses of Cedar Point Capital Partners (CPCP) employees providing such comments and should not be regarded as a description of advisory services provided by CPCP or performance returns of any CPCP client. The views reflected in the commentary are subject to change at any time without notice. Nothing on this blog constitutes investment advice, performance data or any recommendation that any particular security, portfolio of securities, transaction, or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. Cedar Point Capital Partners manages its clients’ accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the commentary. Investments in securities involve the risk of loss. Past performance is no guarantee of future results.