
Health and wellbeing takes attention to all areas of your daily life. You can’t lace up your running shoes once a week or catch a couple of waves and expect vibrant health in return. Eating right, regular physical activity, and taking care of your mental wellbeing are important ingredients to good health. Morgan Smith reminds us that your financial wellbeing is no different. No single insurance policy, fund, or property is the determinant of your financial health. Everything is connected.
Continue Reading
Other articles filed under Austin CFP Team Posts
The Morgan Report Q1 2018: Volatility vs. Security
April 17, 2018 - People want a sense of security — emotionally, physically and financially. The truth of life is that we try to manage a tightrope walk between chaos and order. If somehow we can incrementally achieve some order in a life that...
Continue Reading
What Does Tech Have To Do With Your Financial Peace Of Mind?
February 22, 2018 - [embed]https://www.youtube.com/watch?v=f6BWDxM2edc[/embed] WorthPointe works on your schedule. Austin Financial Advisor Morgan Smith explains how he uses his tech tools to meets clients where they’re at, even if they’re laying on a beach in Bali.
Continue Reading
What Does Tax Reform Mean for You?
February 13, 2018 - As a financial planner, I’ve certainly been getting my share of questions about the recently passed tax reform. In this article, I’ll address some of the most common concerns I’m hearing from clients, but how the changes in the tax...
Continue Reading
Stock Market Plunge: What’s Going On?
February 6, 2018 - By now, you have probably seen the news that the stock market is taking a dip. There is a lot of information coming at us fast as we watch to see what happens next. We are here to answer a...
Continue Reading
The Morgan Report 2017 Q4 Review: Wisdom Of The Elders
January 17, 2018 - The beginning of a new year is always a wonderful time to reflect on life in an attempt to change things for the better. With that in mind, I’ve decided to gather some pearls from my favorite sources: my clients...
Continue Reading
- 10 Smart Planning Moves to Consider as Tax Reform Looms
- Outrageous Financial News: How Can They Get Away With That?