Morgan Smith Named Finalist for San Diego Veteran and Military Entrepreneur Award
Morgan Smith has been named a finalist for San Diego Business Journal’s Military & Entrepreneur Awards. This new awards program and educational conference will be held at the Hyatt Regency La Jolla at Aventine, 3777 La Jolla Village Drive, on Wednesday, October 25, 2017. He has taught engineering, leadership and management as an Assistant Professor […]
Read ArticleProperty Tax Savings for California Seniors (55+)
You may not consider your 55th birthday as a milestone, however, there may be more reason to celebrate than you think. At the age of 55, several options for tax savings become available for those considering selling and repurchasing real estate in California. Traditionally your property tax base is calculated by the assessed value of […]
Read ArticleVIDEO: Building Your Nest Egg and Quality of Life
Your nest egg can determine your quality of living into your retirement years. Partner and San Diego Financial Planner, Ken Cortlett, CFP® explains how we factor your nest egg into planning and growing your probability of success.
Read ArticlePurchasing Real Estate in San Diego: America’s Finest City
When you put it out into the universe that you’re interested in purchasing real estate in San Diego you begin to hear a lot of opinions. Your spouse may be quick to rattle off a lengthy “wants” list. You’ve been reading about how it’s a seller’s market yet the interest rates are still low. And […]
Read ArticleVIDEO: The WorthPointe Peace of Mind
What’s different about WorthPointe? We measure value by client satisfaction and progress towards your goals. Get to know WorthPointe from Partner and San Diego Financial Planner, Ken Corlett, CFP®.
Read ArticleSo, You Just Won the Lottery; Now What?
Successfully managing a financial windfall We’ve all heard the stories, if not firsthand, at least in various news reports and anecdotes. Some “lucky” person picks the winning numbers; prances before the cameras in what can only be described as a media lovefest; and lives happily ever after, free of financial worries. Sure, the first two points are […]
Read ArticleVideo: FinTech and the Human Touch
WorthPointe is a progressive firm. What makes us different is using the latest financial technology to augment our attentive advisors, not replace them. Watch San Diego Financial Planner Ken Cortlett, CFP® talk tech.
Read ArticleWorthPointe Named Among Top San Diego Financial Planners
We are thrilled to be named one of the top 10 Best Financial Advisors in San Diego by AdvisoryHQ. AdvisoryHQ independently researches the list and does not accept nominations. The information they share with is unbiased; they do not receive any compensation or incentives to list a financial advisor in San Diego, California, in any […]
Read ArticleManaging Anxiety in Uncertain Economic Times
A 24-hour news cycle means that it’s easy to catch up in the day-to-day flux of the financial world. WorthPointe Partner and San Diego Financial Planner, Ken Cortlett, CFP® reminds investors to stay focused on our individual long-term plans.
Read Article4 Steps to Your First San Diego Home
Are you tired of renting? Are you tired of paying someone else’s mortgage payment so they can benefit from powerful financial advantages like the mortgage interest deduction and real estate appreciation? If you are ready to change that, here are four steps. Step 1: Find out where you stand. Meet or talk with an experienced […]
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