Dec
11

Estate Planning in the World of Marriage Equality

posted on December 11th 2017 in Austin CFP Team Posts with 0 Comments

This is an excerpt from the WorthPointe e-book A Financial Planning Guide for the LGBT Community by Kermit Johns. This resource is provided as a complimentary resource to aid for the community. For the many couples who could not marry prior to marriage equality, estate planning was vitally important to gain some of the protections […]

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Dec
04

A Short Guide to Homeowner’s Insurance

posted on December 4th 2017 in Austin CFP Team Posts with 0 Comments

This is an excerpt from the WorthPointe e-book A Financial Planning Guide for the LGBT Community by Kermit Johns. This resource is provided as a complimentary resource to aid for the community. Homeowner’s Insurance A common notion when shopping for insurance is that as long as the coverage limits match, a policy or quote comparison […]

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Nov
27

Marriage & Mortgages for LGBT Couples

posted on November 27th 2017 in Austin CFP Team Posts with 0 Comments

This is an excerpt from the WorthPointe e-book A Financial Planning Guide for the LGBT Community by Kermit Johns. This resource is provided as a complimentary resource to aid for the community. One of the biggest investments most couples make will be a home purchase. Sure, it’s the place you’ll live and share your lives […]

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Nov
20

Real Estate for LGBT Couples

posted on November 20th 2017 in Austin CFP Team Posts with 0 Comments

This is an excerpt from the WorthPointe e-book A Financial Planning Guide for the LGBT Community by Kermit Johns. This resource is provided as a complimentary resource to aid for the community. For most couples, buying a home is the largest single financial investment they will make. Choosing a real estate professional who’s knowledgeable and […]

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Nov
13

Tax Considerations Before and After Marriage

posted on November 13th 2017 in Austin CFP Team Posts with 0 Comments

This is an excerpt from the WorthPointe e-book A Financial Planning Guide for the LGBT Community by Kermit Johns. This resource is provided as a complimentary resource to aid for the community. Before getting married — remembering your status for federal tax return filing depends on your marriage status on December 31 you should determine […]

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Nov
03

The 3 Biggest Misunderstandings About Options

posted on November 3rd 2017 in Fort Worth CFP Team Posts with 0 Comments

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 […]

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Oct
31

What Business Entity is Right for Your Company?

posted on October 31st 2017 in Your Financial Advisor with 0 Comments

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 […]

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Oct
25

5 Retirement Questions You Should Ask Yourself

posted on October 25th 2017 in Market Commentary with 0 Comments

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 […]

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