
Greetings! And welcome to our website.
Chartpoint Financial Group is a comprehensive financial services firm, specializing in long-term wealth accumulation and preservation for individuals, families and small businesses.
We are an independent, privately owned firm. This enables us to develop financial strategies and recommendations for our clients unencumbered from institutional demands or corporate pressure to offer any proprietary (“in-house”) products. Simply put, we work for you.
We encourage you to explore our site and learn more about the services we provide. Should you have any questions or want more information on our firm, please feel free to email us or call us at (781) 643-5003. Like our practice, we are constantly striving to improve the content and user-friendliness of this website. Your feedback is always most welcome.
Thank you for visiting - we look forward to hearing from you!
Newsletters
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A Mortgage Recast Is an Alternative to Refinancing
When a mortgage is recast, the borrower puts money toward the principal balance of a home loan, reducing the monthly payment.
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Are You Missing the Bull’s-Eye with a Target-Date Fund?
Two out of three 401(k) participants have assets in a target-date fund, but many may not fully understand how these “all-in-one” funds work.
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HOT TOPIC: The Economic Impact of an Aging World
This article looks at some of the demographic trends and economic challenges related to global aging.
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HOT TOPIC: Should You Worry About Market Volatility?
On August 5, 2024, the S&P 500 dropped 3% from its previous close but bounced back quickly. This article explains why investors would be wise to tune out the noise of market volatility.
Calculators
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Long-Term Care Self Insurance
Will you be able to afford nursing home care?
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Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
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Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.