WorthPointe Featured on Best Austin Financial Planners List

posted on May 15th 2017 in Austin CFP Team Posts with 0 Comments

WorthPointe Named Top Austin Financial Planner

The Austin Business Journal recently featured WorthPointe on their list of top Financial Planning Firms in the Austin area that they released earlier this month. The 2017 list of financial planning firms was open to comprehensive financial planners with offices in the Austin area. We’re proud to provide support the Austin community with comprehensive and […]

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Insurance for Women in Transition

posted on April 24th 2017 in Austin CFP Team Posts with 0 Comments

This is an excerpt from Chapter 6 of Certified Financial Planner™ Scott O’Brien’s brand new e-book Surviving to Thriving: A Financial Resource for Divorcées and Widows. This e-book brings you in depth information from 7 experts across industries to help women manage the financial and personal elements of life’s major transitions. Download your complimentary copy […]

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Your Defenses Against Fraud

posted on January 19th 2017 in WorthPointe News with 0 Comments

Fraud is a reality we must constantly guard ourselves against. There are those who can be considered trusted advisors and there are those who will always be unscrupulous. We know and understand that. Yet, by nature, many of us want to trust and open up to the friendly and seemingly knowledgeable folks we meet. It’s […]

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Saving Taxes the Smart Way

posted on November 16th 2016 in Austin CFP Team Posts with 0 Comments

Business owners might have a 401(k) and think they are doing the best they can to save on taxes today and save for retirement tomorrow. What they don’t know is that they can, depending on age, more than triple the amount of tax deferred savings and reduce their taxes at the same time. How to […]

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Scott O’Brien Named Five Star Wealth Manager Again for 2016

posted on February 1st 2016 in Austin CFP Team Posts & WorthPointe News with 0 Comments

Austin Financial Planner and Partner Scott O’Brien, CFP® has once again been named a Five Star Wealth Manager by Five Star Professional. Five Star Professional conducts research to help consumers with the important decision of selecting a service professional. The Five Star award is presented to wealth managers and other professionals in 45 markets in […]

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The Portfolio Assassin: Undisclosed Fees

posted on October 16th 2013 in Austin CFP Team Posts & Your Financial Advisor with 0 Comments

After a great meal, we generously tip the waiter. The dentist soothes our toothache and we happily pay for the relief. We don’t mind paying for services when the benefits justify the cost. Similarly, we don’t mind paying investment fees if performance warrants the expense. However, there are two reasons why brokerage fees are rarely […]

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