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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Nov
01

How a WorthPointe Spouse Came to Appreciate Financial Planning and Her Husband’s Passion

posted on November 1st 2016 in Fort Worth CFP Team Posts with 0 Comments

I recently had a chance to talk with Candace Addington and hear her story about how she came to appreciate financial planning. She’s been married to Matt, a WorthPointe partner and financial planner in the Fort Worth office, for 17 years. I’m sharing it because I think it will resonate with other married couples — and perhaps spur some thinking […]

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