Aug
02

Managing Education Costs For Learning Challenged Students

posted on August 2nd 2020 in LA/OC CFP Team Posts with 0 Comments

WorthPointe advisor John Chapman recently was the special guest on LD Expert Live, a weekly YouTube show hosted by Jill Stowell, founder of Stowell Learning Centers. The focus of their conversation was how families can manage the additional costs of securing outside services for their children with learning challenges. In addition to noting the importance […]

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Jul
21

Expert Strategies For Tackling Your Student Debt

posted on July 21st 2020 in WorthPointe News with 0 Comments

Business people discussion and summary financial information at meeting.

How much do you own? And what’s your plan for paying it back? Student debt is in the news almost daily. However, when Robert Farrington started his blog, CollegeInvestor.com, the topic felt personal. But as he started talking about his journey, he realized he wasn’t alone. In this episode of “The John Chapman Show,” Robert […]

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Jul
08

The 3 Most Important Retirement Happiness Factors

posted on July 8th 2020 in Your Family with 0 Comments

Cheerful happy senior couple enjoying life and spending time together

I’m sure you’ve heard the phrase, “money doesn’t buy happiness.” Money absolutely gives you options to participate in things that make you happy — but money itself won’t make you happy since it’s just a tool. How, then, should you invest in order to have the happiest retirement possible? According to retirement researcher and expert […]

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Jun
30

What Are You Teaching Your Kids About Money?

posted on June 30th 2020 in LA/OC CFP Team Posts with 0 Comments

Kid earning money for future

WorthPointe advisors John Chapman and Matt Addington — both fathers of three — talk about the need to educate children about money in a new video. The discussion was spurred by a recent Twitter post from Kyng Kyren, Can’t Be No Sucka Wit Ya Money, which shows him talking with his young daughter about things […]

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Jun
17

What Should You Do If You’re Recently Retired?

posted on June 17th 2020 in Financial Planning with 0 Comments

Senior couple meeting financial adviser for investment

WorthPointe advisors John Chapman and Matt Addington provide their answers to that question in a new video that touches on three areas: the emotional impact of the pandemic; what you seek to accomplish; and what changes, if any, may be required with respect to income planning. Discover why we feel you shouldn’t be panicking, why […]

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Jun
12

How Should You Get Back In?

posted on June 12th 2020 in Financial Planning with 0 Comments

Closeup of financial consultant reviewing statistical graphs and charts of annual income and profit of a business company.

Are you one of the many people who sold at the end of March when the market dipped — and are now wondering what to do next? In a new video, WorthPointe founder Christopher Van Slyke and advisor John Chapman discuss the value of putting the past behind you and moving forward with a focus […]

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Jun
10

Retirement Planning: Where the Rubber Meets the Road

posted on June 10th 2020 in Your Family with 0 Comments

Business Communication Connection People Concept

The process of planning for retirement is more complex than ever before. Since pensions have all but gone extinct, it can be a challenge to know how much income you’ll have as a retiree. It’s easy to get distracted by questions like “how much should I save?” and focus your attention on some arbitrary number. […]

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May
26

How Small Businesses Are Applying for Disaster Relief

posted on May 26th 2020 in LA/OC CFP Team Posts with 0 Comments

Businessman working at his desk

The unprecedented effect of COVID-19 on the economy has resulted in a number of disaster relief alternatives being available to small businesses — and things seem to change rapidly as they scramble for funds. WorthPointe advisor John Chapman spoke with CPA Darren Morrow of Morrow & Co, CPAs, to learn how its small business clients […]

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May
14

Have Recent Events Derailed Your Retirement Plans?

posted on May 14th 2020 in Retirement with 0 Comments

Happy elder lady embracing her beloved husband

If you’re in your late 50s or early 60s and hoping to retire over the next two to four years, should you be worried that recents events such as the COVID-19 and the unstable market have set you back? Maybe, according to WorthPointe advisors John Chapman and Matt Addington, who discuss this question in a […]

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Apr
16

When Do You Need To Talk About Disability Insurance?

posted on April 16th 2020 in WorthPointe News with 0 Comments

DISABILITY INSURANCE CONCEPT

Do You Need Disability Insurance? That might be a question for your financial advisor, but let’s dig into this important topic. On this episode of “The John Chapman Show,” John talks with Robert Clark about disability insurance. John mentions that when he works with financial planning clients, life insurance and health insurance always come up. […]

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