HonorPoint Financial

10/16/2026

Date Alert: Medicare Open Enrollment is open now through December 7.

Have Medicare, or helping a parent who does? Now's the time to review drug plans and coverage for next year.

On Tricare for Life? Check before adding a plan; your pharmacy coverage may already be handled.



https://www.medicare.gov

Educational content only, not individualized investment, tax or legal advice. HonorPoint Financial LLC is a registered investment adviser in the State of Alaska.

10/15/2026

Myth: The VA loan is free.

Fact: Most borrowers pay a VA funding fee, though veterans receiving VA disability compensation are generally exempt. And closing costs and upkeep still apply.

Great benefit. Just plan for the whole cost.



https://www.honorpointfinancial.com/book

Educational content only, not individualized investment, tax or legal advice. HonorPoint Financial LLC is a registered investment adviser in the State of Alaska.

10/13/2026

Retiring from the military in the next few years? Some of your biggest money decisions are coming, and several can't be undone: the Survivor Benefit Plan, your VA claim, your TSP and your healthcare.

Start planning early. We're glad to help you map it out.



https://www.honorpointfinancial.com/book

Educational content only, not individualized investment, tax or legal advice. HonorPoint Financial LLC is a registered investment adviser in the State of Alaska.

08/19/2026

Proud to sponsor the Valley Board of Realtors Instructor Development Workshop with Peggy Ann McConnochie this October!

Two days of real, practical training on how to teach better, whether that’s recognizing different learner types, adapting instructional strategies, or building real estate workshops that actually stick with people. Early bird pricing is available through September 30th.

Investing in the people who train the next generation of professionals in our industry is exactly the kind of local partnership HonorPoint is proud to be part of. Grateful to be alongside Stewart Title Mat-Su Valley, Alaska, Ignite Your Fire, and First American Title - Alaska as sponsors.

Learn more and register: www.valleyboardofrealtors.org

08/04/2026

A lot of families are about to leave money on the table.

The Child and Dependent Care Credit is becoming much more valuable in 2026, but only if you can document your qualifying expenses.

The expense limits haven't changed, but the maximum credit increases by more than 40%:

• One child/dependent: up to $1,500 (previously $1,050)
• Two or more: up to $3,000 (previously $2,100)

If you're paying for daycare, after-school care, or qualifying summer programs so you can work, now is the time to organize those records.

A shoebox of receipts in April is not a tax strategy.

07/30/2026

They walked in feeling defeated. Five months from now, they’ll be house hunting again, and this time with confidence.

When this client first sat down with us, they’d heard “not right now” more than once. They were bracing for another conversation about everything working against them.

Instead, we sat down together and ran a full cash flow analysis and mortgage readiness review. We looked at where their money was actually going, what could change quickly, and what needed a little more time.

What surprised them most? They weren’t disappointed. They were relieved. For the first time, “not yet” came with an actual plan instead of just a closed door.

They now have a goal date on the calendar. Not a vague someday, a real month they’re working toward.

That’s what we love about this work. Most people don’t need to be told no. They need someone to sit down, do the math with them, and build a path forward. 🏡

07/07/2026

We have some exciting news! HonorPoint Financial LLC is officially a registered investment adviser in the State of Alaska.
That means we can now help with ongoing investment management and financial planning, not just tax prep and coaching. Whether you’re in the Mat-Su Valley or anywhere else in Alaska, we’re here to help you build a plan you actually understand and trust.

Thank you for being part of this journey with us. Reach out anytime; we’d love to help.

06/20/2026

Hey Matsu Valley! 👋

I’m hosting a free class on July 16 — “When Lenders Say No” — designed for local real estate agents and professionals.

When a buyer gets declined, the conversation doesn’t have to end there. This class gives agents the tools to understand what happened, set realistic expectations, and build a real path forward for their clients.

Only 10 seats so it stays small and useful.

👉 Register: portal.honorpointfinancial.com/lender-says-no

Know an agent in the Valley who’d benefit? Tag them below!

05/24/2026

If you haven’t filed your taxes in a year or two, or five, you’re not alone. And you’re not out of options.

Most people who fall behind do so because life got complicated. A bad year. A business that got messy. Not knowing what you owed and not wanting to find out. The longer it sits, the harder it feels to start.

But it’s more fixable than most people think.

As an Enrolled Agent, I’m federally licensed to represent taxpayers directly before the IRS. That means I can help get your returns filed, your account squared away, and that low-grade anxiety of “what happens if they come looking” finally off your plate.

The off-season is actually the best time to tackle this. No rush, no tax season chaos. Just a real conversation about where you’re at and a clear plan to get right.

Free consultation. No judgment.

This meeting will be a 30 minute phone call to discuss your financial goals and challenges, and determine what would be the best usage of our services. There is no cost or obligation to continue with our services with this appointment.Initial consultations are limited to one per household. If you’...

01/25/2026

Seeing a lot of bigger-than-expected tax refunds this year—especially in Alaska.

One major reason: the no tax on overtime deduction.

If you worked a lot of overtime on the slope, in the fields, or in rotational work, this change is showing up in a noticeable way on early returns.

Quick reminder though:
A bigger refund doesn’t always mean a permanent pay increase.

This kind of windfall can be a great opportunity—if you slow down and make a plan for it instead of letting it disappear.

Debt payoff, emergency savings, or planning ahead for next year can make a real difference.

If you’re unsure what the “right” move is for your situation, I’m happy to help you think it through.