Steven F. Minninger, Jr., CFP®, MBA is a Fairfield County Fee-Based Financial Advisor located in Stamford, CT and serves clients throughout the Tri-State and New England areas.
Waypoint Wealth Planning specializes in providing objective financial planning and investment advisory services to help individuals, families and business owners manage, grow, and protect their assets over the course of their financial lives. Steve Minninger is a Certified Financial PlannerTM Practitioner, a member of the Fairfield County Financial Planning Association® and is an Investment Adviser Representative with DLG Wealth Management, LLC registered with the Securities and Exchange Commission (SEC) as an investment adviser.
WHAT'S YOUR DESTINATION?
Whether you are investing to build wealth, protect your family, or preserve your assets for a legacy, we can help you chart a course to get you there safely.
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STUDYING THE CHARTS
Each family or individual’s voyage plan should be made up of a unique set of waypoints that guide them along a route to their goals.
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VOYAGE PLANNING
Laying out the voyage plan is critical to a safe journey. The largest investment returns, the most advanced insurance features, and the soundest recommendations don’t mean anything without a plan.
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How Insurance Deductibles Work
Knowing how insurance deductibles work can help you save money and give you peace of mind.
What Is a Roth 401(k)?
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
The Investment Risk No One’s Ever Heard Of
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Pickleball in Retirement
Learn about the latest sport to sweep the nation with this informative article.
Countdown to College
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Variable Universal Life Insurance
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Social Security: Five Facts You Need to Know
Here are five facts about Social Security that are important to keep in mind.
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How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
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5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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Your DNA Test
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
The Business Cycle
How will you weather the ups and downs of the business cycle?
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
When Markets React
When markets shift, experienced investors stick to their strategy.
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?