by Joe Lind | Jun 14, 2025 | Investing
Why All The Talk About Gold & Silver? You’ve seen the commercials. They usually come on right after someone yells about inflation or the national debt — and then, like clockwork, a calm voice tells you to buy gold or silver “before it’s too late.” So…...
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...
