Choosing the right insurance to protect your personal assets is the key to protecting you from accidental loss. Our comprehensive personal insurance options can protect you against daily risks.
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Resources from Old Point
March 2023 Market Commentary
Uncertainty remains high over the near-term path for interest rates and capital markets. Longer-term, we believe the data dependent Federal Reserve will be successful in ...
Secure Act 2.0
The SECURE Act 2.0 is finally here! With over 92 different retirement plan provisions, we are providing you with an easy-to-digest overview that focuses on the sections t...
2022 Safe Harbor Start-up Plan Deadlines
To establish a safe harbor plan and therefore be exempt from non-discrimination testing for 2022, the plan must be effective for 3 months of the plan year. For a calendar...
Lifetime Income Disclosure
The SECURE Act legislation that was signed into law in 2019 included a requirement that a lifetime income disclosure be provided to defined contribution plan participants...
How to Find More Money For Retirement
That’s a tough question to answer in the best of times. Add in sky-high inflation, a healthy dose of geopolitical uncertainty and the looming expenses like college, buyin...