Aug
29

Forbes Names Joshua Wilson Top Next Generation Wealth Advisor

posted on August 29th 2017 in Fort Worth CFP Team Posts & WorthPointe News with 0 Comments

Forbes Magazine has named Joshua Wilson, Chief Investment Officer at WorthPointe, one of the Top Next Generation Wealth Advisors nationally. WorthPointe is particularly proud of Joshua’s recognition as an RIA among a list largely composed of advisors out of big brokerages offering fee-based services. Joshua has a strong commitment to the fiduciary standard and ethical, […]

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Dec
06

10 Ways for Millennials to Live Frugally to Their First Million

posted on December 6th 2016 in Fort Worth CFP Team Posts with 0 Comments

Living “simply,” “below your means” or “frugally” is great advice that makes it into a lot of “wisdom lists,” especially those directed at Millennials. Of course, telling someone to “be frugal” is like telling them to “be smart.” It’s a start, but many people may need a few action steps. Here are a few specific […]

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Oct
24

7 Quick Wealth-Building Tips for Millennials

posted on October 24th 2016 in Fort Worth CFP Team Posts with 0 Comments

How can I get a jump start on financial freedom? Many of our clients either have children who are Millennials or are Millennials themselves. It’s a complicated time of life, and sometimes more sophisticated planning is in order. However, here are seven quick tips anyone can implement today. Take the free money. Make sure you […]

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