Dec
11

Estate Planning in the World of Marriage Equality

posted on December 11th 2017 in Austin CFP Team Posts with 0 Comments

This is an excerpt from the WorthPointe e-book A Financial Planning Guide for the LGBT Community by Kermit Johns. This resource is provided as a complimentary resource to aid for the community. For the many couples who could not marry prior to marriage equality, estate planning was vitally important to gain some of the protections […]

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Dec
04

A Short Guide to Homeowner’s Insurance

posted on December 4th 2017 in Austin CFP Team Posts with 0 Comments

This is an excerpt from the WorthPointe e-book A Financial Planning Guide for the LGBT Community by Kermit Johns. This resource is provided as a complimentary resource to aid for the community. Homeowner’s Insurance A common notion when shopping for insurance is that as long as the coverage limits match, a policy or quote comparison […]

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Nov
27

Marriage & Mortgages for LGBT Couples

posted on November 27th 2017 in Austin CFP Team Posts with 0 Comments

This is an excerpt from the WorthPointe e-book A Financial Planning Guide for the LGBT Community by Kermit Johns. This resource is provided as a complimentary resource to aid for the community. One of the biggest investments most couples make will be a home purchase. Sure, it’s the place you’ll live and share your lives […]

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Nov
20

Real Estate for LGBT Couples

posted on November 20th 2017 in Austin CFP Team Posts with 0 Comments

This is an excerpt from the WorthPointe e-book A Financial Planning Guide for the LGBT Community by Kermit Johns. This resource is provided as a complimentary resource to aid for the community. For most couples, buying a home is the largest single financial investment they will make. Choosing a real estate professional who’s knowledgeable and […]

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Nov
13

Tax Considerations Before and After Marriage

posted on November 13th 2017 in Austin CFP Team Posts with 0 Comments

This is an excerpt from the WorthPointe e-book A Financial Planning Guide for the LGBT Community by Kermit Johns. This resource is provided as a complimentary resource to aid for the community. Before getting married — remembering your status for federal tax return filing depends on your marriage status on December 31 you should determine […]

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Jan
12

Who Needs Financial Planning? Everyone!

posted on January 12th 2017 in Austin CFP Team Posts with 0 Comments

It puzzles me when I meet people who don’t have an advisor to assist them with financial planning. In my mind, the health of your finances is somewhat like your physical health, in that a professional should make any required “diagnosis.” When you’re sick, you go to a doctor; with respect to financial planning, think […]

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Jan
03

The Emotional Side of Financial Planning

posted on January 3rd 2017 in Austin CFP Team Posts with 0 Comments

A financial advisor should understand every aspect of a prospective client’s financial life and frankly – take too much time with them — by design. It’s important to learn their goals and dreams, as well as their challenges and fears, and that means developing relationships that are both professional and personal. By getting to know […]

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Apr
28

Is it the IRS…or a Scammer? Don’t Be Fooled! By Kermit Johns

posted on April 28th 2015 in Austin CFP Team Posts & Newsletters & Your Financial Advisor with 0 Comments

A client recently told me about a call he received from the Internal Revenue Service that seemed suspicious. The caller left an urgent callback request, but he was not adept at representing himself as an IRS agent. Regardless, my client was concerned about the IRS having access to his fee-based investment account.   Unfortunately, this […]

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