Jun
02

Are You Financially Prepared For A Divorce?

posted on June 2nd 2020 in Your Financial Advisor with 0 Comments

cropped shot of lawyer and client sitting at table with divorce decree and wedding rings.

As life expectancy rises, so do the percentage of divorces later in life. Termed gray or silver divorces, these breakups are often exacerbated by the various transitions that come later in life: empty nests, aging parents, career changes and retirement.  Divorce can be a very costly venture, especially during these times of change, as couples […]

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May
27

Hear From Morgan About Caring For Aging Parents

posted on May 27th 2020 in WorthPointe News with 0 Comments

closeup of an old caucasian man and an old caucasian woman sitting in a couch holding hands with affection.

The University of San Diego Alumni Association has been creating a series of video interviews with alumni about how COVID-19 is impacting their lives, careers, the job market and more. Recently, the association spoke with Morgan Smith, IMBA, CFP®, a financial advisor at WorthPointe, a registered investment advisor, about the financial planning profession and student […]

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May
06

WorthPointe Advisor Authors Book on Caring for Aging Parents

posted on May 6th 2020 in Financial Planning with 0 Comments

Drawing from his experiences as a financial planner and a son who cared for both parents before their deaths, WorthPointe advisor Morgan Smith has written a book — Generation Squeezed™: A Holistic Guide for Taking Care of Aging Parents. Weaving his personal experiences with his professional expertise, he provides plenty of food for thought about […]

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