Dec
13

Five Key Concepts for Financial Success

The following blog post is an excerpt of the WorthPointe e-book, The Informed Investor. We created The Informed Investor to show you a Nobel Prize–winning approach crafted to optimize your investment portfolio over time. We have designed it specifically to not only support you in your efforts to preserve what you already have, but to […]

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Dec
10

Avoiding 8 Big Mistakes in Retirement

Tens of millions of Americans are looking forward to the day they retire. Others enjoy their profession and can’t imagine a life without work. Yet, even those folks recognize that one day they won’t wake up on a Monday and head into the office. In either case, a common goal is present — a comfortable […]

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Dec
06

Investing Shouldn’t be Complicated

Investing Shouldn't Be Complicated

The following blog post is an excerpt of the WorthPointe e-book, The Informed Investor. We created The Informed Investor to show you a Nobel Prize–winning approach crafted to optimize your investment portfolio over time. We have designed it specifically to not only support you in your efforts to preserve what you already have, but to […]

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Nov
29

How We Define Wealth Management

How We Define Wealth Management

The following blog post is an excerpt of the WorthPointe e-book, The Informed Investor. We created The Informed Investor to show you a Nobel Prize–winning approach crafted to optimize your investment portfolio over time. We have designed it specifically to not only support you in your efforts to preserve what you already have, but to […]

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Oct
31

What Business Entity is Right for Your Company?

posted on October 31st 2017 in Your Financial Advisor with 0 Comments

This article is for individual who are considering opening a business or changing their business entity and are looking for a basic overview of the major types of business entities. To find the best fit for your situation, however, we recommend talking with your financial planner, lawyer and CPA. When you own and operate your […]

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Oct
25

5 Retirement Questions You Should Ask Yourself

posted on October 25th 2017 in Market Commentary with 0 Comments

One topic that comes up often in conversations with our clients is retirement planning. While goals and dreams may differ, there is one common theme — financial security. More specifically, many ask the question, How much monthly income will I have during retirement? Situations will vary from person to person. That is why we never […]

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Oct
04

Financially Navigating a Cross-Border Life

posted on October 4th 2017 in WorthPointe News with 0 Comments

As a U.S. citizen married to a non-citizen, or vice versa, you and your spouse may find yourselves asking big questions when it comes to estate planning and understanding the complexity of your financial picture. You’re not alone; it’s common for cross-border executives and their families to struggle with navigating tax law and regulatory restrictions. […]

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Sep
25

Property Tax Savings for California Seniors (55+)

You may not consider your 55th birthday as a milestone, however, there may be more reason to celebrate than you think. At the age of 55, several options for tax savings become available for those considering selling and repurchasing real estate in California. Traditionally your property tax base is calculated by the assessed value of […]

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Sep
12

How to Respond to a Data Breach

posted on September 12th 2017 in WorthPointe News & Your Family & Your Financial Advisor with 0 Comments

You may have read that hackers broke into the Equifax database and stole personal information tied to 143 million Americans. The hackers accessed people’s names, Social Security numbers, birth dates, addresses and, in some instances, driver’s license numbers. They also stole credit card numbers for about 209,000 people and dispute documents with personal identifying information […]

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Sep
11

9 Tips on Purchasing and Financing Your New Home

posted on September 11th 2017 in WorthPointe News with 0 Comments

Since the beginning of the year, we’ve covered several topics that span the financial planning spectrum. This month, we’d like to take a slightly different tack and discuss the ins and outs of buying a home. For many, it will be the biggest purchase ever made, one that is an enormous investment with plenty of […]

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