Forbes Names Joshua Wilson Top Next Generation Wealth Advisor
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, […]
Read ArticleJoshua to Speak at New Beginnings Church
Joshua Wilson, Chief Investment Officer at WorthPointe, will speak at New Beginnings Church’s Wednesday Night Service on August 2nd. Joshua will blend practical advice and biblical principles with his own inspiring story of hope and determination. The talk will be beneficial regardless of faith. If you’re not in Texas, you can watch via livestream.
Read Article7 Quick Wealth-Building Tips for Millennials
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 […]
Read ArticleWealth Transfer: Inheriting Retirement Accounts
If you inherit a big Individual Retirement Account, you have to be a little bit more careful about what you do with the money than with non-retirement money. That is because the money you take out is taxable and it is possible that this extra money, which is added right on top of your existing […]
Read ArticleFinding a Way to Build Wealth in San Diego
When Bankrate came out last October with their best and worst cities to build wealth, while Houston residents felt proud, San Diego was hit hard. Local news outlets followed up with their own analysis and seemed to agree that while San Diego may attract the wealthy, wealth does not get built here. Bankrate used the […]
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