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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Other articles filed under LA/OC CFP Team Posts
How Should You Be Helping Your Aging Parents?
April 7, 2021 - If your parents are over age 75, it might be time for you to provide some assistance to them. Yes, this is tough. Nothing in life has properly prepared you to address the issue of what kind of help you...
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Should You Consider A Backdoor Roth Conversion?
March 29, 2021 - A recent episode of The John Chapman Show featured a conversation with fellow WorthPointe advisor Matt Addington, CFP® about backdoor Roth conversions — a follow up to a previous episode where the pair talked about Roth conversions in general. During...
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Educate Yourself On Senior Housing Options for Your Loved Ones
March 15, 2021 - WorthPointe advisor John Chapman talked with Senior Care Authority founder Frank Samson about finding the best option for senior housing and care on the latest episode of The John Chapman Show. In addition to stressing the importance of being educated...
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Proactive Estate Planning
February 18, 2021 - No one likes to talk about their own death, so estate planning is something often put off—or not done at all—with unfortunate consequences. WorthPointe advisor John Chapman talks with estate planning attorney Darlynn Morgan about why it’s so important to...
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Presidential Elections and Investing
November 2, 2020 - With the 2020 election just around the corner, many people may be wondering how the stock market might react and if they should be reviewing their investments leading up to November 3. Understanding that, WorthPointe advisor John Chapman dedicated a...
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