Apr
30

Do You Have This Much Fun Financial Planning?

posted on April 30th 2020 in WorthPointe News with 0 Comments

Every Dollar Counted Growing up, Scott’s family never had a whole lot of money. That’s because his parents were passionate about helping people — and educators don’t always garner the highest incomes. From those earliest days, Scott developed an appreciation for making every dollar count and making money work harder. He also developed an interest […]

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Feb
24

Get To Know Rick Wilkinson Better

posted on February 24th 2020 in WorthPointe News with 0 Comments

From his earliest days, Rick has valued the freedom that comes with being a master over your own money. His parents instilled in him those basic values through his allowance, which he was to budget, including savings and giving. Now, as a financial planner, it’s Rick’s goal to help others find the freedom that comes […]

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Aug
06

Can The Lottery Ruin Your Life?

posted on August 6th 2018 in San Diego CFP Team Posts with 0 Comments

“For most people who win the lottery, it actual ruins their life.” Charles Stanley has decades of financial planning experience. He’s seen a little bit of everything when it comes to personal finance. Wealth building is a mindset that is unfamiliar to a lot of people. Charles uses the lottery to explain how our behavior […]

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Apr
18

Busting the 5 Biggest Retirement Myths

posted on April 18th 2018 in Market Commentary with 0 Comments

Urban legends, urban myths, and fake news. Whatever you call it, in our age of information, claims of spurious repute can go viral in minutes. Anyone with a computer can start a blog and offer up opinions on just about any subject, whether he or she is an authority or not. Sources? Who needs sources? […]

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Apr
10

There is a Human Behind that Portfolio

posted on April 10th 2018 in WorthPointe News with 0 Comments

In the wealthiest nation in the history of the planet, people still struggle with resources. They work so hard to achieve success, but without the component of careful planning, they may never get a firm grip on their assets. You need a financial coach just like you need a personal trainer. Someone whose expertise cuts […]

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Mar
27

Protect Your Assets And Your Free Time

posted on March 27th 2018 in Your Financial Advisor with 0 Comments

Time is Money. Time is at a premium these days, and with work following us on our phones, it can be hard to draw a boundary and embrace quality time outside of the office. If you’re like many dedicated entrepreneurs, this dilemma will resonate. You may feel like you’ve devoted so many hours to building […]

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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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