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Blog

A young woman vacuuming her apartment with headphones on and dancing.
Tom Thalman | Sep 15, 2025

Financial Spring Cleaning: 8 Ways To Refresh Your Finances

Retirement
Investments
Savings
Refreshing your financial habits can reduce stress, provide structure, and uncover new opportunities to save money and time.
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Beautiful senior woman breathing fresh air in park
Tom Thalman | Sep 15, 2025

Why Patience Beats Perfection: The Long-Term Investor's Guide to Market Timing

Finance
Investments
All-time highs have an interesting effect on investor behavior and psychology.
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magnifying-glass.green-background-overlooked -retirement-expenses-and-how-to-plan-for-them
Tom Thalman | Sep 15, 2025

Overlooked Retirement Expenses (And How to Plan for Them)

Retirement
Finance
Health
Tax Planning
Family
Real Estate
Expenses can change over time, and some of the most important ones are easy to overlook.
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Location

1776 Heritage Center Dr., Suite 204
Wake Forest NC 27587

Contact Info

(919) 609-4617
tom.thalman@turningpointra.net

 

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Securities and advisory services offered through registered representatives of Colorado Financial Service Corporation, Member FINRA and SIPC. Turning Point Retirement Associates and Colorado Financial Service Corporation are separate entities. Insurance offered through Colorado Financial Service Corporation. Representatives associated with this website may discuss and/or transact securities business only with residents of the following states: AZ, CO, FL, NC. Colorado Financial Service Corporation and its representatives do not provide tax, legal or accounting advice. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any transaction. Colorado Financial Service Corporation and Turning Point are separate entities. All content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or indication or future results. The information contained herein should in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the State of Florida or where otherwise legally permitted. Images and photographs are included for the sole purpose of visually enhancing the website. None of them are photographs of current or former Clients. They should not be construed as an endorsement or testimonial from any of the persons in the photograph. Purchases are subject to suitability. This requires a review of an investor’s objective, risk tolerance, and time horizons. Investing always involves risk and possible loss of capital.

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