Risks, Opportunities And Relief — A Financial Update From Morgan
In light of the COVID-19 crisis, a number of financial concerns are on everyone’s minds. What’s going to happen next? What should we do to respond? We can’t predict the future and can’t be certain about financial forecasting. Morgan Smith, CFP® and advisor at WorthPointe, explores that topic as well as the risks and opportunities […]
Read ArticleWhen Should I Exercise My Stock Options?
Wondering if you should exercise your stock options? What the tax implications of stock options are? Financial advisor John Chapman recently interviewed fellow University of Washington alumnus Vieje Piauwasdy, head of Tax Advisory at Secfi, to discuss stock options. You can tune in above. Vieje is a CPA who works with shareholders of Silicon Valley […]
Read ArticleIs Now the Time to Convert your IRA into a Roth?
There are many different ways you can shelter your savings from taxes. It is a powerful incentive for us to save for retirement. Options give us choices, but choices can confuse as options proliferate. In the name of simplicity, we’ll avoid what is sometimes called the “alphabet soup” of retirement accounts. Instead, let’s spend a […]
Read ArticleNo Tricks, Just Treats from Your WorthPointe Team
Happy Halloween! As our families stock up on candy and prep the costumes, we wanted to take the time to wish all of our clients a safe and fun holiday. While we can’t fill your pillowcase with treats, we can fill you in on some helpful investment insights that are well-suited for the ghoulish season. […]
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