Are You Financially Prepared For A Divorce?
As life expectancy rises, so do the percentage of divorces later in life. Termed gray or silver divorces, these breakups are often exacerbated by the various transitions that come later in life: empty nests, aging parents, career changes and retirement. Divorce can be a very costly venture, especially during these times of change, as couples […]
Read ArticleA Typical Day at WorthPointe
Anthony G. Ferreira, Partner and Financial Planner, breaks down the bulk of his workload and sheds light on his ability to service clients both inside and outside the office.
Read ArticleBuilt for Collaboration
WorthPointe is unique for many reasons and one of them is for its collaborative business model. Similar to a law practice, our financial planners and staff work towards the same common goal. Learn more about how our business model stands out from San Diego Partner and Financial Planner, Anthony G. Ferreira.
Read ArticleLaunching a Career as a Financial Planner
Becoming a CERTIFIED FINANCIAL PLANNER™ professional takes a great deal of dedication, education, and experience, so we asked our Partner and Financial Planner, Anthony to share his motivation for wanting to become a financial advisor in the first place. Unsurprisingly, his interest started at a very young age. Learn more about his journey in our […]
Read ArticleHow WorthPointe Got Its Start
Having been established over 15 years ago, WorthPointe’s continues to grow from three original yet fundamental beliefs: start from the heart, do the hard work, and put the client first. Anthony G. Ferreira, WorthPointe Partner and Financial Planner, shares these insights from WorthPointe’s early days in a recent video interview.
Read ArticleDo You Really Have Equity in Your Business?
Anyone who owns a home is familiar with the benefits of amassing as much equity as possible; you want to have a large gap between what you owe and what your home is worth when it’s time to sell—so you can pocket the proceeds. The same concept is applicable when it comes to your business. […]
Read ArticleWhere Do You Call Home and How Does it Affect Your Estate Tax?
About 15 states and the District of Columbia impose an inheritance or estate tax. The tax rates range from a few percent to 19 percent in Washington State. As the typical state exemption rate is much lower than the current federal exemption (it’s only $1 million in New York and Maryland), the middle class is […]
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