Orange County Homeowners’ Guide To Justifying Low Withholding
If you haven’t read my last post about cutting your federal tax withholding, Orange County Homeowners’ Guide to Cut Your Tax Withholding, please take a look before reading the information below. Once you have your federal W4 ready, your next steps are to file it and to verify you’re getting the savings you expect. The […]
Read ArticleIncome In Our Golden Years
As adults, we know the importance of saving for retirement. It’s really easy. Just set up an automatic withdrawal from each month’s paycheck and direct it into a retirement account. What becomes trickier is the amount we should be saving and how we should best invest it. But what happens as we enter retirement? We’ve […]
Read ArticleOrange County Homeowners’ Guide to Cut Your Tax Withholding
Do you get big tax refunds every year? Cut them out! This article will show you how. In a following article, I offer to help you fill out your W4 and DE-4, or check your math, for free. (See details to follow; there’s no sales pitch, no obligation of any kind.) Also in a […]
Read ArticleAll Trumped Up
A recurring theme you’ve heard from us is that stocks take their longer-term cues from what’s happening to corporate profits and expectations of corporate profits, how the economy is expected to perform (which supports profits), and what’s happening to interest rates. But shorter term, any number of events or issues can creep on to the […]
Read ArticleYour Defenses Against Fraud
Fraud is a reality we must constantly guard ourselves against. There are those who can be considered trusted advisors and there are those who will always be unscrupulous. We know and understand that. Yet, by nature, many of us want to trust and open up to the friendly and seemingly knowledgeable folks we meet. It’s […]
Read ArticleA Look Back at 2016 and What Might Be Ahead
2016 has come and gone. It started out in a very rocky fashion, with comparisons to 2008 that were too numerous to count. Let’s be clear. As we’ve emphasized in past summaries, markets don’t always trade in a quiet and orderly fashion. But, just because we run into turbulence doesn’t mean it’s time to retreat […]
Read ArticleFinancial Strategies for a Job Change
It can happen to anyone. Suddenly, you are between employers. And you don’t know how long it will take to land your next job. Especially in Orange County, where there is a thriving community of entrepreneurs, job change is common — and is not always predictable. Even if you are voluntarily moving directly […]
Read ArticleAnother Year of Reaching For Your Dreams
“New Year’s Day is every man’s birthday.” — Charles Lamb As the calendar turns to 2017, we at WorthPointe Wealth Management hope you give some thought about what you want to accomplish in the New Year — as you move closer toward achieving your dreams.
Read ArticleWishing You and Your Loved Ones a Joyous Holiday Season
“The joy of brightening other lives, bearing each other’s burdens, easing others’ loads and supplanting empty hearts and lives with generous gifts becomes for us the magic of the holidays.” — W.C. Jones At this joyous time of the year, we at WorthPointe Wealth Management wish you and your family a wonderful holiday celebration filled […]
Read ArticleGiving Back
We’re proud to have a client-driven giving strategy at WorthPointe. In addition to working with you to find the best options for your donations, we also remain committed to giving back as a company. We had a great time volunteering at the Ronald McDonald house in San Diego this December. The WorthPointe team spent the […]
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