posted on 9th November 2021 in Austin CFP Team Posts

Here’s a fourth quarter “Top 10 To Do List” of items that have a year-end deadline: Make sure you take out your Required Minimum Distribution (RMD) if it applies to you or be liable for a 50% penalty on the amount that should have been withdrawn.   If your income tax bracket is low this year, […]

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posted on 20th October 2021 in Financial Planning & Market Commentary

It’s not often investors are able to see the inner workings of a truly brilliant trading strategy in a cutting-edge sector of the investment world, in this case cryptocurrency. Many unique investment strategies are often driven by “black box” quantitative machines using computer algorithms investors aren’t privy to lest their secrets be revealed. This obfuscation […]

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posted on 28th September 2021 in National Ranking & WorthPointe News

WorthPointe has been named on Financial Advisor’s annual survey and ranking of independent registered investment advisors (RIAs) for 2021. The list ranks firms based on assets under management as of December 31, 2020, based on firms that voluntarily complete and submit FA Magazine’s survey.. RIA Firms from across the country are invited by Financial Advisor […]

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posted on 3rd August 2021 in Financial Planning

If you’re under age 50, it may be difficult to imagine your health condition and medical needs decades into the future. However, when analyzing the need and benefits of long-term care insurance, perhaps it’s easier to recall a personal experience with a parent or grandparent who needed long-term medical assistance later in life. The financial […]

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On July 12, The Wall Street Journal reported coffee prices were soaring due to drought in Brazil, the world’s biggest coffee producer. With the prospects of coffee demand exceeding supply, it would seem readily apparent that coffee prices will continue to climb. Or will they? I must admit I’m not a coffee achiever. My morning […]

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posted on 19th July 2021 in Financial Planning

If you’re not familiar with a Deferred Sales Trust (DST), you’re not alone. While it may be a relatively unknown strategy, a DST, similar to an installment sale, can help mitigate significant tax liability for certain individuals. Primarily used by business owners and real estate investors, the proprietary tool is a flexible and valuable way […]

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posted on 15th July 2021 in 529 College Savings

As many students prepare for their next chapter, you may be hearing conversations about college applications and acceptances rolling in. Even if you still have young children, these topics may have you wondering about the high cost of college, if you can afford your child’s preferred school, and how you’ll begin to save and pay […]

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posted on 12th July 2021 in Investing

The emerging asset class of cryptocurrency seems to be all the rage—but since it’s so new and so different, it’s being met with plenty of skepticism from investors. Do you have questions about it? Realizing many of his clients wonder about it, WorthPointe advisor John Chapman dedicated a recent podcast to the dynamics of cryptocurrency, […]

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