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.Learn More
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.Learn More
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.Learn More
U.S. Personal Savings Rate
What can be learned from the savings rate?
Prevent a Rift: Money Tips for Newlyweds
Couples may be able to head off many of the problems in a marriage that money can cause.
What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
A collection of tips from professional travelers.
In the face of divorce, making changes to insurance coverage may be overlooked.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator can help you estimate how much you may need to save for retirement.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator compares the financial impact of leasing versus buying an automobile.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Why are 401(k) plans, annuities, and IRAs so popular?
When you retire, how will you treat your next chapter?
Here are five facts about Social Security that might surprise you.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.