01 Dec 2014

Investing For Trusts

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posted on 1st December 2014 in Your Financial Advisor

As part of your overall estate plan, you and your advisor may explore the possibility of using a Trust to accomplish your goals and objectives.  Because of the complexity of these financial instruments, it is critical to have a well versed team of professionals in place to guide you through the process. Investing for Trusts […]

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posted on 5th November 2014 in Your Family

An issue in Estate Planning that will not arise often, but can be a very important issue to the families who need them, is a Special Needs Trust.  A special needs trust (or supplemental needs trust) is a tool that can help provide for the needs of an individual who is disabled, without jeopardizing his or her eligibility for government benefits. […]

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posted on 4th November 2014 in WorthPointe News

Financial Advisor Magazine has named WorthPointe one of the top 50 Fastest Growing RIA Firms. We dedicate this award to our clients, we owe our growth to your trust in us. As WorthPointe continues to grow and add top financial planners in San Diego, Austin, Dallas/Ft. Worth, and Orange County, we are committed to maintaining […]

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posted on 22nd October 2014 in Austin CFP Team Posts & Market Commentary

People often look for the secrets in life: the  secret to happiness, the secret to success, and of course, the secret to wealth. Throughout history, there has never been a shortage of experts claiming to have these secrets and there has never been a shortage of people willing to latch on to these gurus as […]

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posted on 28th August 2014 in Austin CFP Team Posts & Your Financial Advisor

My parents are wonderful people who I respect very much. They instilled values in me at an early age that I strive to live by day in and day out, but beyond everything they taught me, I have an inherent fear of consequences or more specifically, getting in trouble because of something I’ve done. This […]

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posted on 31st July 2014 in Austin CFP Team Posts & Market Commentary

Several weeks ago, I decided to go without food for four days–a rejuvenating fast. The last time I did this was in my early 20s for Survival, Evasion, Resistance, and Escape (SERE) training in the Navy and it was not voluntary. I’ll reference Wikipedia, as much of the things taught were classified: “Most higher level […]

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