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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Oct
11

Rick Wilkinson Earns Five Star Professional Designation

posted on October 11th 2017 in Fort Worth CFP Team Posts with 0 Comments

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 […]

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Oct
08

Morgan Smith Named Finalist for San Diego Veteran and Military Entrepreneur Award

posted on October 8th 2017 in Austin CFP Team Posts & San Diego CFP Team Posts with 0 Comments

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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Oct
04

Financially Navigating a Cross-Border Life

posted on October 4th 2017 in WorthPointe News with 0 Comments

As a U.S. citizen married to a non-citizen, or vice versa, you and your spouse may find yourselves asking big questions when it comes to estate planning and understanding the complexity of your financial picture. You’re not alone; it’s common for cross-border executives and their families to struggle with navigating tax law and regulatory restrictions. […]

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