Congratulations to John Chapman, WorthPointe’s Newest Partner
John Chapman joined WorthPointe in 2018, to bring our presence to Orange County. Since then, his entrepreneurial drive has helped us expand our reach throughout the region. Initially attracted to our company culture and tailored investment approach, John found a home with us. Noting his commitment to our shared vision, we are happy to welcome […]
Read ArticleCoffee Break with John Chapman
John Chapman, CFP®, one of WorthPointe’s newest hires, is spearheading the new Orange County office. With deep roots in the OC area and currently residing in Newport Beach, this talented and knowledgeable family man will help us expand our territory and serve a wealth of new clientele. Keep reading to get to know John and […]
Read ArticleOrange County Homeowners’ Tax Withholding Insider Tips
If you haven’t read my last two posts about filling out withholding forms and justifying low withholding, please take a look! Next up, I’d like to share some insider tips to make tax withholding work for you, especially if you started off with the wrong withholding rate, or if your income or deductions change during […]
Read ArticleOrange County Homeowners’ Guide To Justifying Low Withholding
If you haven’t read my last post about cutting your federal tax withholding, Orange County Homeowners’ Guide to Cut Your Tax Withholding, please take a look before reading the information below. Once you have your federal W4 ready, your next steps are to file it and to verify you’re getting the savings you expect. The […]
Read ArticleOrange County Homeowners’ Guide to Cut Your Tax Withholding
Do you get big tax refunds every year? Cut them out! This article will show you how. In a following article, I offer to help you fill out your W4 and DE-4, or check your math, for free. (See details to follow; there’s no sales pitch, no obligation of any kind.) Also in a […]
Read ArticleFinancial Strategies for a Job Change
It can happen to anyone. Suddenly, you are between employers. And you don’t know how long it will take to land your next job. Especially in Orange County, where there is a thriving community of entrepreneurs, job change is common — and is not always predictable. Even if you are voluntarily moving directly […]
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 ArticleWhy I Sleep Soundly (And You Can, Too)
What I Sell I sell brainpower. That’s it. Clients bring me all kinds of questions, and I seek out answers. Clients ask, “Can I afford a bigger house? Can I afford the house I’m in? Should I invest in this startup? What can we do about college expenses, or dad’s nursing home, or health insurance?” […]
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