Do You Have This Much Fun Financial Planning?
Every Dollar Counted Growing up, Scott’s family never had a whole lot of money. That’s because his parents were passionate about helping people — and educators don’t always garner the highest incomes. From those earliest days, Scott developed an appreciation for making every dollar count and making money work harder. He also developed an interest […]
Read ArticleShould You Consider Investing Your Home Equity?
In our decades of experience, we’ve found that this strategy may not be appropriate for everyone. For some, it has caused more harm than good. For others, it has been beneficial. We, however, wanted write on the topic, because it is a topic that we are often asked about. To properly consider your options, you really […]
Read ArticleThe Morgan Report 2017 Q4 Review: Wisdom Of The Elders
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 and our experiences together, and our elders. This is for you, a shared treatise on […]
Read ArticleThe 3 Biggest Misunderstandings About Options
In part 1 of this series, I described the main ways options are used (income, protection, favorable stock entries and diversification) as well as how they compare to stocks, risk-wise. Now, let’s talk about the biggest misunderstandings people have about options. First, people tend to learn just one strategy and then incorrectly assume the characteristics […]
Read ArticleWhat Business Entity is Right for Your Company?
This article is for individual who are considering opening a business or changing their business entity and are looking for a basic overview of the major types of business entities. To find the best fit for your situation, however, we recommend talking with your financial planner, lawyer and CPA. When you own and operate your […]
Read Article5 Retirement Questions You Should Ask Yourself
One topic that comes up often in conversations with our clients is retirement planning. While goals and dreams may differ, there is one common theme — financial security. More specifically, many ask the question, How much monthly income will I have during retirement? Situations will vary from person to person. That is why we never […]
Read ArticleThe Morgan Report 2017 Q3 Review: New Market Highs & Investment Strategy
First a quick note, I’m honored to have been selected as a finalist for the San Diego Business Journal’s 2017 Veteran & Military Entrepreneur of the Year Awards. I’m honored to be in the company of some fine men and women who are making a difference. With new market highs, many investors want to try […]
Read ArticleMindfulness & Discipline: Essential Ingredients for Successful Investing
I would like you to think about something. What is your biggest roadblock to being free from financial anxiety and uncertainty? You’re experienced. You’re knowledgeable. You have an idea of what you want and you have occasions where you are very focused on the activities that will get you there. You are mindful of the […]
Read ArticleRick Wilkinson Earns Five Star Professional Designation
Congratulations to WorthPointe’s own Rick D. Wilkinson, CFP® for being named a Five Star Professional! The Five Star award is presented to wealth managers and other professionals in 45 markets in the U.S. and Canada. Five Star Professional conducts research to help consumers with the important decision of selecting a service professional. The Five Star […]
Read ArticleMorgan 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 […]
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