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Blog

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Todd Rebori | Jul 21, 2020

F.I.T. Focus - Flexibility and Your Financial Plan

July 2020

Have you ever participated in one of those “strategic” company planning sessions? You know, the one that asks where you want the company to be five

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Todd Rebori | Jul 21, 2020

Big Picture and Key Takeaway

2nd Quarter 2020
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Todd Rebori | Jun 25, 2020

F.I.T. Focus - An Introduction to ESG Investing

June 2020
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Todd Rebori | May 15, 2020

Big Picture and Key Takeaway

April 2020
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Todd Rebori | May 15, 2020

F.I.T. Focus - The Pandemic & Personal Finance

May 2020

The current pandemic and lockdown have likely forced us to reevaluate the way we spend our time and money while also providing some valuable

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Todd Rebori | Apr 9, 2020

Big Picture and Key Takeaway

Stock market

March 2020

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Todd Rebori | Apr 9, 2020

F.I.T. Focus - COVID-19, the Government Response and How It May Impact You

Financial planning

April 2020 

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Todd Rebori | Feb 12, 2020

Big Picture and Key Takeaway

Stock market

January 2020

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Todd Rebori | Feb 12, 2020

F.I.T. Focus - Tax Planning in a Gig Economy World

Financial planning

February 2020  

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Todd Rebori | Jan 10, 2020

F.I.T. Focus - The SECURE Act

Financial planning

January 2020 

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Todd Rebori | Jan 10, 2020

Big Picture and Key Takeaway

December 2019

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Todd Rebori | Dec 21, 2019

Big Picture and Key Takeaway

November 2019

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AtwoB (Point B Planning, LLC)

Phone: 914.302.3233
Toll Free: 
Email: info@atwob.com

Located in Westchester, NY

23 Parkway, 2nd Floor
Katonah, NY 10536
United States

 

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Legal, privacy, copyright and trademark information

View AtwoB's Client Relationship Summary-Form ADV Part 3 ("CRS") here.

There are no warranties implied.

Point B Planning, LLC d/b/a/ AtwoB (“RIA Firm”) is a registered investment adviser located in Katonah, NY. Point B Planning, LLC d/b/a/ AtwoB may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Point B Planning, LLC d/b/a/ AtwoB’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Point B Planning, LLC d/b/a/ AtwoB’s web site on the Internet should not be construed by any consumer and/or prospective client as Point B Planning, LLC d/b/a/ AtwoB’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Point B Planning, LLC d/b/a/ AtwoB with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Point B Planning, LLC d/b/a/ AtwoB, please contact the state securities regulators for those states in which Point B Planning, LLC d/b/a/ AtwoB maintains a registration filing. A copy of Point B Planning, LLC d/b/a/ AtwoB’s current written disclosure statement discussing Point B Planning, LLC d/b/a/ AtwoB’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from Point B Planning, LLC d/b/a/ AtwoB upon written request, or by clicking here. Point B Planning, LLC d/b/a/ AtwoB does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Point B Planning, LLC d/b/a/ AtwoB’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.

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