Sep
29

Does Your RIA Support Your Entrepreneurial Spirit?

posted on September 29th 2020 in Financial Planning with 0 Comments

By Allison Blake Let me guess… You became a financial advisor because you want to help families secure their financial futures. You envisioned yourself coming to work every day fired up about helping your clients accomplish their dreams.  But you’ve hit a roadblock. The RIA you work for is squashing every ounce of passion you […]

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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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