Twelve points Blog

Keep Your Family Safe with These Essential Legal Documents

This month, we look at the legal documents to keep you and your family safe and sound. We’ll dive into estate planning topics such as living trusts, wills, the variations on power of attorney (durable, nondurable, special, limited, springing, and medical), advanced medical directives, and protection plans for children.

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Like Time, Retirement Waits for No One

This webinar takes a direct aim at the facets of retirement saving: compound interest, rates of return, savings percentage targets, and everything 401(k)s. Twelve Points walks you through the of nuances of retirement from the power of interest to the contribution limits for retirement accounts.

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Get Educated About Your Retirement

It does not come as a surprise that the financial services industry is one of the least trusted industries in this country and often rightfully so. For decades Wall Street has churned portfolios and put their own needs in front of their clients, held only to a broad suitability standard.

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