posted on June 17th 2020 in Financial Planning with 0 Comments /

WorthPointe advisors John Chapman and Matt Addington provide their answers to that question in a new video that touches on three areas: the emotional impact of the pandemic; what you seek to accomplish; and what changes, if any, may be required with respect to income planning.

Discover why we feel you shouldn’t be panicking, why we recommend you redefine success, and why we believe your financial plan is the most important vehicle you have to support your needs, wants and wishes — all in less than seven minutes. Listen here.

other articles by:

Continue Reading

Other articles filed under Financial Planning

What Should You Do If You’re Recently Retired?

June 17, 2020 - WorthPointe advisors John Chapman and Matt Addington provide their answers to that question in a new video that touches on three areas: the emotional impact of the pandemic; what you seek to accomplish; and what changes, if any, may be...
Continue Reading

How Should You Get Back In?

June 12, 2020 - Are you one of the many people who sold at the end of March when the market dipped — and are now wondering what to do next? In a new video, WorthPointe founder Christopher Van Slyke and advisor John Chapman...
Continue Reading

WorthPointe Advisor Authors Book on Caring for Aging Parents

May 6, 2020 - Drawing from his experiences as a financial planner and a son who cared for both parents before their deaths, WorthPointe advisor Morgan Smith has written a book — Generation Squeezed™: A Holistic Guide for Taking Care of Aging Parents. Weaving...
Continue Reading

Return to Blog Home