On Point Strategic Planning LLC

On Point Strategic Planning LLC I am committed to building long-term relationships with my clients and helping them reach their goals

We have individuals licensed to sell insurance in: CA, DE, FL, GA, IN, KY, MD, MI, NC, NJ, NY, OK, PA, SC, VA & WA

CA Insurance Lic.

Domiciled in New Jersey

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jo...
10/08/2026

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jones Industrial Average slipped 2.70%. Halloween is next on the calendar, with U.S. consumers expected to spend \$13.5 billion USD this year and 6.26 million Canadian children in their trick-or-treating years.

Stocks were mixed in the third quarter as economic, geopolitical, and corporate earnings news pushed the broad market higher while weighing on the Dow Industrials.

Wondering how much to set aside for college? Use this calculator to get a clearer picture of what you may need to save a...
10/07/2026

Wondering how much to set aside for college? Use this calculator to get a clearer picture of what you may need to save and when to start.

See how much you may need to save now to cover future college costs for your child.

Do your financial concerns feel stressful? Take a look at this video for some best practices when it comes to your finan...
10/05/2026

Do your financial concerns feel stressful? Take a look at this video for some best practices when it comes to your financial strategy.

An amusing and whimsical look at behavioral finance best practices for investors.

Thinking about a prepaid debit card? Consider the pros and cons.
10/02/2026

Thinking about a prepaid debit card? Consider the pros and cons.

It's important to understand the pros and cons when considering a prepaid debit card.

How much is enough for your emergency fund?
09/28/2026

How much is enough for your emergency fund?

Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.

AI tools can impact retirees looking to start a consulting or small business venture. By embracing AI tools, retirees ca...
09/25/2026

AI tools can impact retirees looking to start a consulting or small business venture. By embracing AI tools, retirees can enhance productivity, save time, and increase the success of their business endeavors.

The impact that Artificial Intelligence (AI) tools can have on retirees with a consulting or small business venture.

The CPI has shown low inflation since '09. Are your prices rising faster than the average?
09/23/2026

The CPI has shown low inflation since '09. Are your prices rising faster than the average?

It's important to understand how inflation is reported and how it can affect investments.

Generate income and rebuild principal. A powerful one-two punch.
09/21/2026

Generate income and rebuild principal. A powerful one-two punch.

Here's one strategy that combines two different annuities to generate income and rebuild principal.

Are you thinking about 530A Accounts, also known as Trump accounts? Our new article covers the basics!
09/18/2026

Are you thinking about 530A Accounts, also known as Trump accounts? Our new article covers the basics!

An article explaining 530A Accounts.

Did you know part of your Social Security benefit could be taxable? See how much may be subject to federal income tax ba...
09/16/2026

Did you know part of your Social Security benefit could be taxable? See how much may be subject to federal income tax based on your income level.

Estimate how much of your Social Security benefit may be subject to federal income tax.

Address

52 Hyers Street Suite A-3
Toms River, NJ
08753

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 9am - 5pm

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