by Joe Lind | Jun 10, 2025 | Nearing Retirement
As you roll into retirement, one of the sneakier financial choices you’ll face is sitting right in your driveway: Should I lease or buy my next car? Now, if you’re someone who likes to pay cash, drive a car for 10+ years, and name it like it’s part of the family...
by Joe Lind | Jun 3, 2025 | Nearing Retirement
Let’s be honest: most people walk into a retirement planning meeting thinking they need to know the numbers. That’ll come — don’t worry. But the real work? It starts before that, in the stuff calculators can’t compute. Here’s how to prepare for the “what do I actually...
by Joe Lind | May 22, 2025 | Client Service
Written by Greg Beck, Chief Growth Officer and M&A Advisor at FocalPoint Advisory Services , and Joe Lind, CEO at Dinergy Wealth Management In the chaos of an M&A transaction, there’s no shortage of advisors jockeying for a seat at the table—lawyers, CPAs,...
by Joe Lind | May 13, 2025 | Financial Preparedness
Written by Greg Beck, Chief Growth Officer and M&A Advisor at FocalPoint Advisory Services , and Joe Lind, CEO at Dinergy Wealth Management Most business owners think wealth advisors only show up after the sale—when the wire hits and it’s time to figure out what...
by Joe Lind | May 8, 2025 | Financial Preparedness
If there’s one complaint we hear all the time from people coming to us from other wealth advisors, it’s this: “I don’t feel like I was being listened to.” It’s frustrating. You sit down, talk about your goals, and—before you even finish your sentence—you’re handed a...
