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4th Quarter 2015 Newsletter

When a Saver Marries a Spender, Every Penny Counts; Are There Gaps in Your Insurance Coverage? Give Your Retirement Plan an Annual Checkup; What's the best way to back up my digital information? Read more...

3rd Quarter 2015 Newsletter

Correlation and Portfolio Performance; 2015 Year-End Tax Planning Basics; Taxes, Retirement, and Timing Social Security; What is asset allocation? Read more...

2nd Quarter 2015 Newsletter

Reviewing Your Finances Mid-Year; Planned Charitable Giving; Prepaid Funeral Arrangements Can Have Grave Consequences; What is this new chip-card technology I've been hearing about in the news? Read more...

1st Quarter 2015 Newsletter

Retirement Withdrawal Rates; How Does Your 529 Plan Stack Up Against the Competition? When Your Child Asks for a Loan, Should You Say Yes? Will I have to pay a penalty tax? Read more...

4th Quarter 2014 Newsletter

Healthy Resolutions Can Pay Off (Literally); No matter What Your Age, Your Social Security Statement Matters; Saving for College: 529 Plans vs. Roth IRAs; How can I manage the net investment income tax? Read more...

3rd Quarter 2014 Newsletter

Is It Time to Invest in Yourself for a Change? 10 Basic Tax To-Dos for the Rest of 2014; What's All the Talk about Crowdfunding? Cartoon: Personal Financial Disorder. Read more...

2nd Quarter 2014 Newsletter

Top 10 Tax Breaks You'll Miss in 2014; Tips for Traveling Abroad; Personal Finance Tips for New Graduates; What is duration, and why should I pay attention to it? Read more...

1st Quarter 2014 Newsletter

What Baseball Can Teach You about Financial Planning; Saving through Your Retirement Plan at Work? Don't Let These Five Risks Derail Your Progress; Spring Cleaning Your Debt; Graph: The Best of Times, the Worst of Times, and 2013. Read more...

4th Quarter 2013 Newsletter

It's December 31. Do You Know Where Your Money Is? Think Outside the Shoe Box When Organizing Financial Records; Gift Tax Strategies That Can Benefit Your Family; What will happen to my digital assets if I die or become incapacitated? Read more...

3rd Quarter 2013 Newsletter

Plan Now for a Year-End Investment Review; Four Retirement Saving Myths; It's Time to Review Your Life Insurance Needs; Will interest rates rise this year? Read more...

2nd Quarter 2013 Newsletter

Just How Risky Is Your Portfolio? Financial Tips for Obtaining a Mortgage Loan; Portability of Applicable Exclusion Amount between Spouses; I already have health insurance. Will I have to change my plan because of the new health-care reform law? I just bought a vacation home. Do I need to purchase a specific type of insurance? Read more...

1st Quarter 2013 Newsletter

Cost-of-Living Adjustments: What They Are and Why They Matter; Understanding the New Medicare Tax on Unearned Income; Financial Tips for Obtaining a Mortgage Loan; I don't think I'll be able to file my tax return by April 15. Is there any way to file my return at a later date? After filing my tax return, I found out that I'll be getting a large refund this year. What should I do with it? Read more...

Local Investment Advisor Earns Accredited Investment Fiduciary Designation From The Center For Fiduciary Studies

Robert Dignan, CFP®, AIF® of CedarPoint Investment Advisors, a Delafield-based Investment Advisory and Financial Planning Firm, has been awarded the Accredited Investment Fiduciary® (AIF®) Designation from the Center for Fiduciary Studies™, the standards-setting body for fi360. The AIF Designation signifies specialized knowledge of fiduciary responsibility and the ability to implement policies and procedures that meet a defined standard of care. Read more...

4th Quarter 2012 Newsletter

Breaking Down the Taxpaying Population: Where Do You Fit In? Healthy Personal Finance Resolutions for the New Year; How to Give Wisely and Well; Is winter storm damage covered by my homeowners insurance policy? I just installed a new furnace in my home, is the energy tax credit still available? Read more...

Cedarpoint Investment Advisors, Inc. Seeking Office Manager

The Office Manager position is an excellent entry level position within our company, and could be a great starting point for additional responsibilities for the right person. CedarPoint is targeting a start date of April 15, 2013, to allow sufficient training time and to coincide with the departure of our current Office Manager. Read more...

Medical Economics Names Daniel W. Wilson, CFP® and Robert T. Dignan, CFP® 2012 Best Financial Advisers for Doctors

The Medical Economics Journal has recently named Daniel W. Wilson, CFP® and Robert T. Dignan, CFP® of CedarPoint Investment Advisors, Inc. to the 2012 List of the Best Financial Advisers for Doctors. For a third year in a row, they join an elite list of financial advisors providing the best holistic wealth management services for physicians in Wisconsin. Read more...

3rd Quarter 2012 Newsletter

Year-End Investment Planning and the Fiscal Cliffhanger; Organizing Your Finances After Your Spouse Has Died; Four Retirement Planning Mistakes to Avoid; Do I have the right type of life insurance? Should I buy my life insurance through my employer or on my own? Read more...

2nd Quarter 2012 Newsletter

Hidden Taxes: What Is Your True Cost? How to Raise a Saver; Pay Down Debt or Save and Invest? Can I convert my traditional IRA to a Roth IRA in 2012? Can I undo my Roth IRA conversion? Read more...

1st Quarter 2012 Newsletter

Keeping Market Volatility in Perspective; Inheriting an IRA—What You Need to Know; Retirement Plan and IRA Limits for 2012; Can reducing my credit card debt actually lower my credit score? How can I tell if I have too much debt? Read more...

Stacking The Odds In Your Favor - Part 1 - Free Book to First 50 Responses

In today's investment environment the reality is that when it comes to investing, many individuals do not know which way to turn for trusted advice. Whether you are intimidated by the terminology, wary of recommendations due to conflicts of interest, or just feel like the odds are stacked against you, it is easy to become confused and uncertain about how to make smart financial decisions. Read more...

Local Investment Advisers named to the "Best Financial Advisers for Doctors"

Medical Economics Journal has recently named Daniel W. Wilson, CFP® and Robert T. Dignan, CFP®, of CedarPoint Investment Advisors, Inc. in Delafield, Wisconsin to the 2011 List of the United States Best Financial Advisers for Doctors. Read more...

4th Quarter 2011 Newsletter

Making Financial Resolutions? Look Back at Last Year; Debt Payoff Strategies; The Problem with Do-It-Yourself Estate Planning; Ask the Experts. Read more...

3rd Quarter 2011 Newsletter

Year-End Investment Planning: The Clock Is Ticking; Making Benefit Decisions during Open Enrollment; Factoring Health-Care Costs into Retirement Planning. Read more...

Who is Your Family's Personal CFO?

When a patient faces a complex medical issue, no team of medical professionals can be successful unless they operate as a team. Your personal financial situation is no different. Read more...

Delafield Advisers Receive National Acclaim

The Medical Economics Journal has recently named Daniel W. Wilson and Robert T. Dignan, CFP® to the 2010 List of the United States’ Best Financial Advisers for Doctors. Read more...