Jun
29

Think Carefully About the Legacy You’re Passing Down

posted on June 29th 2016 in Fort Worth CFP Team Posts & Your Financial Advisor with 0 Comments

By: Matt Addington, WorthPointe Partner and Financial Planner · Fort Worth As wealth managers, one of our most important responsibilities is helping clients pass on a positive financial legacy to their loved ones. We do what we can to help them avoid pitfalls, lose money in a down market, concentrate in areas when they shouldn’t and take […]

Read Article
Jun
23

Do you recognize the 4 early warning signs of personal financial doom?

You have been doing well for yourself. You have made good money and accumulated a reasonable degree of personal wealth. But, in your gut, you fear you could lose it all. You could wind up in poverty. What would it be like to wake up one morning and find you are losing your business and […]

Read Article
May
12

A Trustee’s Fiduciary Duties

I believe the majority of trusts are managed by family members rather than professional trustee or fiduciaries. That is hard to prove since trusts are private documents, but my near 30 years of experience working with trustees makes me believe that is the case.  Having family members act as trustee saves money over the cost […]

Read Article
Apr
26

The Morgan Report 2016 Q1 Review: In Tension or Intention?

posted on April 26th 2016 in Austin CFP Team Posts & Your Financial Advisor with 0 Comments

You’re intelligent, educated, and working toward success combined with a life balance and happiness. Things seem to be going well for the moment, but there’s an undercurrent of tension in your life with things changing, many future unknown variables, and time-constraints that limit your mental focus to the details and noise of today as opposed […]

Read Article