05 Nov 2014

The Special Needs Trust

Article written by
WorthPointe Wealth Management

posted on 5th November 2014 in Financial Planning News & In the News & WorthPointe News

An issue in Estate Planning that will not arise often, but can be a very important issue to the families who need them, is a Special Needs Trust.  A special needs trust (or supplemental needs trust) is a tool that can help provide for the needs of an individual who is disabled, without jeopardizing his or her eligibility for government benefits. […]

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31 Oct 2014

An Out-Of-The Box Idea Helps Couple Retire

Article written by
WorthPointe Wealth Management

posted on 31st October 2014 in WorthPointe News

In this article, featured in The Wall Street Journal, our own Morgan H. Smith offers a husband and wife some out-the-box advice to help ensure their retirement. Click here to read the entire article–>  Advisor Sends Couple On A Road Trip  

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22 Oct 2014

The Morgan Report 2014 Q3: Cult of Personality

Article written by
WorthPointe Wealth Management

posted on 22nd October 2014 in WorthPointe News

People often look for the secrets in life: the  secret to happiness, the secret to success, and of course, the secret to wealth. Throughout history, there has never been a shortage of experts claiming to have these secrets and there has never been a shortage of people willing to latch on to these gurus as […]

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28 Aug 2014

How Baseball Prepared Me for Great Compliance by Brooks Morgan

Article written by
WorthPointe Wealth Management

posted on 28th August 2014 in WorthPointe News

My parents are wonderful people who I respect very much. They instilled values in me at an early age that I strive to live by day in and day out, but beyond everything they taught me, I have an inherent fear of consequences or more specifically, getting in trouble because of something I’ve done. This […]

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31 Jul 2014

The Morgan Report 2014 Q2: Hunger Games

Article written by
WorthPointe Wealth Management

posted on 31st July 2014 in Market Reports & WorthPointe News

Several weeks ago, I decided to go without food for four days–a rejuvenating fast. The last time I did this was in my early 20s for Survival, Evasion, Resistance, and Escape (SERE) training in the Navy and it was not voluntary. I’ll reference Wikipedia, as much of the things taught were classified: “Most higher level […]

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21 Jun 2014

The Ins and Outs of 529 Education Funding Plans- Radio Show

Article written by
WorthPointe Wealth Management

posted on 21st June 2014 in Radio Shows

The Ins and Outs of 529 Education Funding Plans July 12th, at 1:00pm. Christopher, Morgan, and Scott discuss the ins and outs of 529 education funding plans. An educated parent will be better equipped to give their children opportunities for their future. Help get your child’s future off to a great start by tuning in […]

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20 Jun 2014

One Illness Away From Disaster

Article written by
WorthPointe Wealth Management

posted on 20th June 2014 in Employment Issues for Advisors

By Allison Reed It can be exciting to run a solo financial planning practice, but there are some significant downsides to going it alone. What would happen to your practice if you passed away or became disabled? How would your family be affected? And what about your clients? I don’t want to be overly dramatic, […]

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