May
15

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 […]

Read Article
Mar
27

Divorcing from a Lender’s Point of View

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

This is an excerpt from Chapter 2 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 […]

Read Article
Jan
19

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 […]

Read Article
Jan
18

A Look Back at 2016 and What Might Be Ahead

posted on January 18th 2017 in Market Commentary with 0 Comments

2016 has come and gone. It started out in a very rocky fashion, with comparisons to 2008 that were too numerous to count. Let’s be clear. As we’ve emphasized in past summaries, markets don’t always trade in a quiet and orderly fashion. But, just because we run into turbulence doesn’t mean it’s time to retreat […]

Read Article
Dec
31

Another Year of Reaching For Your Dreams

posted on December 31st 2016 in WorthPointe News with 0 Comments

Happy New Year From WorthPointe

“New Year’s Day is every man’s birthday.” — Charles Lamb As the calendar turns to 2017, we at WorthPointe Wealth Management hope you give some thought about what you want to accomplish in the New Year — as you move closer toward achieving your dreams.

Read Article
Dec
24

Wishing You and Your Loved Ones a Joyous Holiday Season

posted on December 24th 2016 in WorthPointe News with 0 Comments

Happy Holidays from WorthPointe

“The joy of brightening other lives, bearing each other’s burdens, easing others’ loads and supplanting empty hearts and lives with generous gifts becomes for us the magic of the holidays.” — W.C. Jones At this joyous time of the year, we at WorthPointe Wealth Management wish you and your family a wonderful holiday celebration filled […]

Read Article
Nov
24

Our Perpetual Thanks To You and Your Family

posted on November 24th 2016 in WorthPointe News with 0 Comments

Happy Thanksgiving from WorthPointe

“I am grateful for what I am and have. My Thanksgiving is perpetual.” — Henry David Thoreau When you celebrate the joyous day of Thanksgiving, we at WorthPointe Wealth Management hope you take a moment to count your blessings and give thanks for the health and happiness of your family.

Read Article
Nov
15

Stock Option Mistakes When You Leave Your Employer

posted on November 15th 2016 in LA/OC CFP Team Posts with 0 Comments

Back in the 1980s, it seemed only Fortune 500 executives received stock options.   Boy, have things changed! Today, employees of many firms, large and small, have received stock option grants.   When it’s over, it’s over In most cases, employees have up to 10 years to “exercise” their options and thereby capture the economic […]

Read Article