What Should You Do If You’re Recently Retired?
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 […]
Read ArticleAre You Seeking The Right Things?
One of the things we financial planners seek to do for clients is remove—or at least limit—the emotional aspects of investing. Even in the best of times, people tend to second-guess themselves, and when times are uncertain, like today, I see many investors focusing on the negative, rather than maintaining a more positive mindset. The […]
Read ArticleThink Carefully About the Legacy You’re Passing Down
By: Matt Addington, WorthPointe Partner and Financial Planner · Fort Worth As wealth managers, one of our most important responsibilities is helping clients pass on a positive financial legacy to their loved ones. We do what we can to help them avoid pitfalls, lose money in a down market, concentrate in areas when they shouldn’t and take […]
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