Saving Taxes the Smart Way
Business owners might have a 401(k) and think they are doing the best they can to save on taxes today and save for retirement tomorrow. What they don’t know is that they can, depending on age, more than triple the amount of tax deferred savings and reduce their taxes at the same time. How to […]
Read ArticleStock Option Mistakes When You Leave Your Employer
Back in the 1980s, it seemed only Fortune 500 executives received stock options. Boy, have things changed! Today, employees of many firms, large and small, have received stock option grants. When it’s over, it’s over In most cases, employees have up to 10 years to “exercise” their options and thereby capture the economic […]
Read Article10 Things You Should Say to Your Financial Advisor
COMMUNICATING WITH YOUR FINANCIAL ADVISOR You hired a pro for a reason. His or her time is precious, and so is yours. I always say communication is the absolute most important thing an advisor and client can work on; it takes a little reflection and a lot of practice to optimize. Here are my top […]
Read ArticleWorthPointe Listed in Top RIA Rankings by Financial Advisor Magazine
Financial Advisor Magazine surveyed 612 financial planning firms for their 2016 rankings. We are honored to be listed among the top financial planners at RIA firms. To learn more about how Financial Advisor ranks the best financial planners and the insights gather from their survey, read the full article.
Read ArticleEric’s Story: Can You Relate?
Operating as a sole proprietor works well in many industries, but it may not be ideal for financial planners. Lacking the support of a team, most advisors who are solopreneurs hit the wall at some point and must decide between two options if they wish to get to the next level: building up their own […]
Read ArticleChoosing a Professional Financial Advisor
By Christopher Van Slyke Working with a professional financial advisor can be key to achieving your goals for the future, but it can also derail your plans—if you’re not working with the right person. There’s no one-size-fits-all recipe for choosing an advisor, but there’s some important due diligence you should undertake before making a decision. […]
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