May
21

So, You Just Won the Lottery; Now What?

posted on May 21st 2017 in Market Commentary & San Diego CFP Team Posts & Your Financial Advisor with 0 Comments

Managing a lump sum, Financial Planners, San Diego Financial Planners, Austin Financial Planners

Successfully managing a financial windfall We’ve all heard the stories, if not firsthand, at least in various news reports and anecdotes. Some “lucky” person picks the winning numbers; prances before the cameras in what can only be described as a media lovefest; and lives happily ever after, free of financial worries. Sure, the first two points are […]

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Jan
27

Announcing: WorthPointe 360 for Financial Management

posted on January 27th 2016 in WorthPointe News & Your Financial Advisor with 0 Comments

You feel like you’re on the right track in your long-term financial planning: You are regularly contributing to a retirement fund, you’re investing in a few high-return stocks, you have a budget in place…and the list goes on. Overall, you know you’ve got things in motion. Yet you can’t help but feel a bit… overwhelmed. […]

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