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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posted on 4th May 2021 in WorthPointe News

We are excited to once again be named to the Barron’s Top Advisor list—this time for 2021. The Barron’s list is ranked by state and you can find us under Christopher Van Slyke, our founder in Wyoming, although our team of remote advisors serves clients all around the country. Check out the list here, including […]

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The last year has been full of challenges that negatively affected our lives. As individuals and families, we’ve had to adjust and be resilient—qualities that will not only help us be successful in life, but in investing as well. The positive throughout this is that it has forced us to minimize the noise in our […]

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posted on 29th March 2021 in LA/OC CFP Team Posts

A recent episode of The John Chapman Show featured a conversation with fellow WorthPointe advisor Matt Addington, CFP® about backdoor Roth conversions — a follow up to a previous episode where the pair talked about Roth conversions in general.  During the show, John and Matt talk about the why behind wanting to have a portion […]

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posted on 15th March 2021 in LA/OC CFP Team Posts

WorthPointe advisor John Chapman talked with Senior Care Authority founder Frank Samson about finding the best option for senior housing and care on the latest episode of The John Chapman Show.  In addition to stressing the importance of being educated before facing a crisis, the podcast focuses on the differences and pros and cons of […]

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18 Feb 2021

Proactive Estate Planning

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posted on 18th February 2021 in LA/OC CFP Team Posts

No one likes to talk about their own death, so estate planning is something often put off—or not done at all—with unfortunate consequences. WorthPointe advisor John Chapman talks with estate planning attorney Darlynn Morgan about why it’s so important to have a plan in a recent podcast. In addition to detailing what documents are involved, […]

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