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1177 High Ridge Road, Stamford, CT 06905. Waypoints are a series of necessary steps along the course of a well planned voyage. Understanding not only where to go but how to get there in a way that is right for you. Wealth planning is not only about knowing where you want to go, but also protecting against the risks that could keep you from getting there. Is your business strategy part of you wealth planning strategy? How the Federal Reserve Works. Retirement Income and the Traditional Portfolio. Social S...

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Minninger Financial Services, LLC

Steven Minninger

1177 Hi●●●●●●●ge Road

Sta●●●ord , Connecticut, 06905

United States

1.20●●●●9444

st●●●●●@minningerfinancial.com

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Minninger Financial Services, LLC

Steven Minninger

1177 Hi●●●●●●●ge Road

Sta●●●ord , Connecticut, 06905

United States

1.20●●●●9444

st●●●●●@minningerfinancial.com

View this contact

Minninger Financial Services, LLC

Steven Minninger

1177 Hi●●●●●●●ge Road

Sta●●●ord , Connecticut, 06905

United States

1.20●●●●9444

st●●●●●@minningerfinancial.com

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Home | Waypoint Wealth Planning | waypointwealthplanning.com Reviews

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1177 High Ridge Road, Stamford, CT 06905. Waypoints are a series of necessary steps along the course of a well planned voyage. Understanding not only where to go but how to get there in a way that is right for you. Wealth planning is not only about knowing where you want to go, but also protecting against the risks that could keep you from getting there. Is your business strategy part of you wealth planning strategy? How the Federal Reserve Works. Retirement Income and the Traditional Portfolio. Social S...

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Home | Waypoint Wealth Planning | waypointwealthplanning.com Reviews

https://waypointwealthplanning.com

1177 High Ridge Road, Stamford, CT 06905. Waypoints are a series of necessary steps along the course of a well planned voyage. Understanding not only where to go but how to get there in a way that is right for you. Wealth planning is not only about knowing where you want to go, but also protecting against the risks that could keep you from getting there. Is your business strategy part of you wealth planning strategy? How the Federal Reserve Works. Retirement Income and the Traditional Portfolio. Social S...

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waypointwealthplanning.com

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Estate | Waypoint Wealth Planning

http://www.waypointwealthplanning.com/resource-center/estate

1177 High Ridge Road, Stamford, CT 06905. Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate can spell out your healthcare wishes and ensure that they're carried out – even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so. When Special Care Is Needed: The Special Needs Trust. Principles of Preserving Wealth. And the Exe...

2

Useful Links | Waypoint Wealth Planning

http://www.waypointwealthplanning.com/p/useful-links

1177 High Ridge Road, Stamford, CT 06905. We’ve provided you with a list of helpful links to help you find information that interests you. If there are other links you believe would be useful, email us to let us know. The Wall Street Journal. Investor’s Business Daily. New York Stock Exchange. Sign up for my Newsletter. Error processing your request. Please try again at a later time. Check the background of your financial professional on FINRA's BrokerCheck. 160;ME, NY, PA, SC, TX, VA and VT.

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Glossary | Waypoint Wealth Planning

http://www.waypointwealthplanning.com/tools/glossary

1177 High Ridge Road, Stamford, CT 06905. A method of exchanging insurance-related assets without triggering a taxable event. Cash-value life insurance policies and annuity contracts are two products that may qualify for a 1035 exchange. A 403(b) plan is similar to a 401(k). A 403(b) is a qualified retirement plan available to employees of non-profit and government organizations. A mortgage with an interest rate that is adjusted periodically based on an index. Adjustable-rate mortgages generally have...

4

Lifestyle | Waypoint Wealth Planning

http://www.waypointwealthplanning.com/resource-center/lifestyle

1177 High Ridge Road, Stamford, CT 06905. Creating a life map involves a close review of personal finances and an assessment of other building blocks. Lifestyle matters look at how to balance work and leisure, how to make smart choices for the future, and many other items in an effort to help an individual “enjoy the journey.”. Coaches have helped you your whole life, in ways big and small. We’d like to be one of them. Using smart management to get more of what you want and free up assets to invest.

5

Retirement | Waypoint Wealth Planning

http://www.waypointwealthplanning.com/resource-center/retirement

1177 High Ridge Road, Stamford, CT 06905. Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources. Should You Tap Retirement Savings to Fund College? Should You Ever Retire? A Bucket Plan to Go with Your Bucket List.

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Home | Waypoint Wealth Planning

1177 High Ridge Road, Stamford, CT 06905. Waypoints are a series of necessary steps along the course of a well planned voyage. Understanding not only where to go but how to get there in a way that is right for you. Wealth planning is not only about knowing where you want to go, but also protecting against the risks that could keep you from getting there. Is your business strategy part of you wealth planning strategy? How the Federal Reserve Works. Retirement Income and the Traditional Portfolio. Social S...

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