Apr
30

Do You Have This Much Fun Financial Planning?

posted on April 30th 2020 in WorthPointe News with 0 Comments

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 […]

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Feb
19

Should You Consider Investing Your Home Equity?

posted on February 19th 2018 in Your Financial Advisor with 0 Comments

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 […]

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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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