Jun
17

What Should You Do If You’re Recently Retired?

posted on June 17th 2020 in Financial Planning with 0 Comments

Senior couple meeting financial adviser for investment

WorthPointe advisors John Chapman and Matt Addington provide their answers to that question in a new video that touches on three areas: the emotional impact of the pandemic; what you seek to accomplish; and what changes, if any, may be required with respect to income planning. Discover why we feel you shouldn’t be panicking, why […]

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Jun
12

How Should You Get Back In?

posted on June 12th 2020 in Financial Planning with 0 Comments

Closeup of financial consultant reviewing statistical graphs and charts of annual income and profit of a business company.

Are you one of the many people who sold at the end of March when the market dipped — and are now wondering what to do next? In a new video, WorthPointe founder Christopher Van Slyke and advisor John Chapman discuss the value of putting the past behind you and moving forward with a focus […]

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May
06

WorthPointe Advisor Authors Book on Caring for Aging Parents

posted on May 6th 2020 in Financial Planning with 0 Comments

Drawing from his experiences as a financial planner and a son who cared for both parents before their deaths, WorthPointe advisor Morgan Smith has written a book — Generation Squeezed™: A Holistic Guide for Taking Care of Aging Parents. Weaving his personal experiences with his professional expertise, he provides plenty of food for thought about […]

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