posted on April 5th 2017 in LA/OC CFP Team Posts & San Diego CFP Team Posts with 0 Comments /

WorthPointe is a progressive firm. What makes us different is using the latest financial technology to augment our attentive advisors, not replace them. Watch San Diego Financial Planner Ken Cortlett, CFP® talk tech.

about the author: Ken Corlett CFP®

Ken640x640Ken Corlett CFP® a practicing CERTIFIED FINANCIAL PLANNER™ professional since 2001, has more than 24 years of financial, entrepreneurial and business experience. Ken is a multiple year winner of the 5-Star Wealth Manager Award, published annually in San Diego Magazine; has been featured twice in the San Diego Union Tribune’s Money Makeover articles; has presented his favorite topics on the Financial Planning Association’s KCBQ radio spot, Financial Planning Tip of the Week; and is a regular guest on the KPRZ radio show, Firm Foundations. Learn more and/or Contact Ken

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Video: FinTech and the Human Touch

April 5, 2017 - [embed]https://www.youtube.com/watch?v=GfTqvWEckck[/embed] WorthPointe is a progressive firm. What makes us different is using the latest financial technology to augment our attentive advisors, not replace them. Watch San Diego Financial Planner Ken Cortlett, CFP® talk tech.
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The Future is Now

March 29, 2017 - Many people focus on how much money they need to accumulate so they can stop working. The question then becomes, “How do I get there?” Most of us contribute to a 401(k) at work, but often just enough to capture...
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Managing Anxiety in Uncertain Economic Times

March 15, 2017 - [embed]https://www.youtube.com/watch?v=0IQETUmePXM[/embed] A 24-hour news cycle means that it’s easy to catch up in the day-to-day flux of the financial world. WorthPointe Partner and San Diego Financial Planner, Ken Cortlett, CFP® reminds investors to stay focused on our individual long-term plans.
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Orange County Homeowners’ Tax Withholding Insider Tips

March 8, 2017 - If you haven’t read my last two posts about filling out withholding forms and justifying low withholding, please take a look! Next up, I’d like to share some insider tips to make tax withholding work for you, especially if you...
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U.S. Stocks: Smart or Lucky?

March 5, 2017 - How is today like 1997? Take a look at the following graph. The top two lines are U.S. stocks, large and small. Over the past seven years, they have far and away outrun the light blue line, which shows international...
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