You’ve Lost Your Job — Now What?
WorthPointe advisors John Chapman and Matt Addington teamed up to create a video that addresses an issue many people are dealing with today — job loss. They discuss financial and non-financial considerations including budgeting, health and life insurance, equity compensation, mentorship, and gaining strength from sharing your situation with family and friends. As they note, […]
Read ArticleSome Rational Thoughts
You’ve seen the news and we have, too. In fact, we have a careful eye on everything going down – and up. We’ve been hearing from many of you about your concerns. The market is clearly responding to new information as it becomes known, but the market is pricing in unknowns, too. As risk increases […]
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Morgan H. Smith Jr., Partner at WorthPointe, will be speaking on the financial aspects of the divorce process at Second Saturday East County in San Diego on Saturday, March 14 at 9 a.m. Second Saturday East County has been providing support and information to navigate the legal, emotional and financial aspects of divorce since 1989. […]
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John Chapman, CFP®, CKA®, has recently earned the Certified Kingdom Advisor® designation. This certification reflects his training and expertise in biblically informed financial practices and the use of money with a sense of purpose and view of eternity. What does this mean for clients? Certified — To earn this certification, John had to complete an […]
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Bolles, a wealth manager and specialist in philanthropic planning, brings exceptional breadth and depth of wealth management experience to WorthPointe. DALLAS (December 2019) – WorthPointe, a long established financial planning firm built with clients in mind, is excited to add Doug Bolles, CAP® as its newest Partner. He has been in banking and wealth management […]
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We just found out WorthPointe has been included in Austin Business Journal Book of Lists. We always love receiving news like this. Thank you to everyone who has supported us along this journey. We’re excited to see what else 2020 has in store for us.
Read ArticleGet To Know Rick Wilkinson Better
From his earliest days, Rick has valued the freedom that comes with being a master over your own money. His parents instilled in him those basic values through his allowance, which he was to budget, including savings and giving. Now, as a financial planner, it’s Rick’s goal to help others find the freedom that comes […]
Read ArticleWhat You Need to Know about the SECURE Act
The SECURE (Setting Every Community Up for Retirement Enhancement) Act became law during the last few weeks of 2019 and became effective on January 1. This measure, which affects anyone who has an IRA, includes the following significant changes: RMDs will begin at age 72, instead of 70½ — Required minimum distributions (RMDs) must be […]
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I write this report in the first days of a new decade on what would have been David Bowie’s 73rd birthday. I always thought he was an amazing artist and his absence in the coming decade is just a reminder of the changes we’ll face in the next 10 years without the people in our […]
Read ArticleHow Firm Culture Can Drive Success
We’ve spent a lot of time cultivating a deliberate culture at WorthPointe — going through several iterations to get to where we are today. All the effort we put into the process was well worth it, as we truly believe we discovered the secret sauce that makes our firm a place where advisors can be […]
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