Orange County has a New Financial Planning Leader
PRESS RELEASE Orange County has a New Financial Planning Leader John Chapman, CFP® opens the door to WorthPointe’s newest office Newport Beach, Calif. (September 14, 2018) – WorthPointe, a boutique financial planning firm built with clients in mind, has opened its newest office in Orange County. With almost a decade’s worth of experience in […]
Read ArticleWhy Californians Need to Be Ahead of the Game
We all have love for California but as one of the highest tax states, residents often could improve their financial situation by being proactive rather than reactive. Anthony G. Ferreira, Partner and Financial Planner at WorthPointe’s San Diego office, comments on how most Californians could benefit from a better tax strategy:
Read ArticleProperty Tax Savings for California Seniors (55+)
You may not consider your 55th birthday as a milestone, however, there may be more reason to celebrate than you think. At the age of 55, several options for tax savings become available for those considering selling and repurchasing real estate in California. Traditionally your property tax base is calculated by the assessed value of […]
Read ArticleBeverly Hills Physicians Turn To Fee-Only Fiduciary For Advice
Top 5 Financial Tips For Doctors From Morgan H. Smith Jr. IMBA CFP® Beverly Hills, known for its excellence in products and services, attracts an incredible number of talented physicians from the best medical institutions in the country. Establishing a business in Beverly Hills can provide for exceptional opportunities. Unfortunately, many physicians are preyed on […]
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