Tax Considerations for Grieving Women
This is an excerpt from Chapter 4 of Certified Financial Planner™ Scott O’Brien’s brand new e-book Surviving to Thriving: A Financial Resource for Divorcées and Widows. This e-book brings you in depth information from 7 experts across industries to help women manage the financial and personal elements of life’s major transitions. Download your complimentary copy […]
Read ArticleVideo: FinTech and the Human Touch
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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We are thrilled to be named one of the top 10 Best Financial Advisors in San Diego by AdvisoryHQ. AdvisoryHQ independently researches the list and does not accept nominations. The information they share with is unbiased; they do not receive any compensation or incentives to list a financial advisor in San Diego, California, in any […]
Read ArticleWomen and Investing
This is an excerpt from Chapter 3 of Certified Financial Planner™ Scott O’Brien’s brand new e-book Surviving to Thriving: A Financial Resource for Divorcées and Widows. This e-book brings you in depth information from 7 experts across industries to help women manage the financial and personal elements of life’s major transitions. Download your complimentary copy […]
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Top 5 Financial Tips For Doctors From Morgan H. Smith Jr. IMBA CFP® Beverly Hills, known for its excellence in products and services, attracts an incredible number of talented physicians from the best medical institutions in the country. Establishing a business in Beverly Hills can provide for exceptional opportunities. Unfortunately, many physicians are preyed on […]
Read ArticleThe Future is Now
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 any employer matching funds. Let me tell it to you straight. If you are contributing […]
Read ArticleDivorcing from a Lender’s Point of View
This is an excerpt from Chapter 2 of Certified Financial Planner™ Scott O’Brien’s brand new e-book Surviving to Thriving: A Financial Resource for Divorcées and Widows. This e-book brings you in depth information from 7 experts across industries to help women manage the financial and personal elements of life’s major transitions. Download your complimentary copy […]
Read ArticleThe Soaring Cost of College
Ballooning college costs The average cost of tuition and fees for the 2016–2017 school year is $33,480 at private colleges and $9,650 for state residents at public colleges. It averages $24,930 for out-of-state residents attending public universities, according to data provided by the College Board. Of course, that doesn’t include an array of other expenses […]
Read ArticleFrom Surviving to Thriving
This is an excerpt from Chapter 1 of Certified Financial Planner™ Scott O’Brien’s brand new e-book Surviving to Thriving: A Financial Resource for Divorcées and Widows. This e-book brings you in depth information from 7 experts across industries to help women manage the financial and personal elements of life’s major transitions. Download your complimentary copy […]
Read ArticleThe February Market Recap
Table 1: Key Index Returns Source: Wall Street Journal, MSCI.com, CNBC, Morningstar MTD returns: January 31, 2017 – February 28, 2017 YTD returns: December 30, 2016 – February 28, 2017 *Annualized **In U.S. dollars Awash in a pool of politics The market narrative that has dominated the news cycle since November has been the […]
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