Continue Reading

Other articles filed under Your Financial Advisor

Independent Advisors: Do You Have Freedom Or Are You Drowning?

October 30, 2020 - Many financial advisors have their reasons for going solo. They want to maintain control of client relationships, be their own boss, and increase their earning potential. But somewhere along the way, the excitement wears off. Things get complicated. The tedious...
Continue Reading

Are You Financially Prepared For A Divorce?

June 2, 2020 - 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. ...
Continue Reading

How Firm Culture Can Drive Success

November 13, 2019 - We’ve spent a lot of time cultivating a deliberate culture at WorthPointe — going through several iterations to get to where we are today. All the effort we put into the process was well worth it, as we truly believe...
Continue Reading

How to Build a Relationship With an Attorney Before You Need One

October 29, 2019 - How do you know if you need a lawyer? If you needed a lawyer tomorrow, would you know who to call? What do lawyers mean for your financial future? In this episode of “The John Chapman Show,” Brooks DePyster, a...
Continue Reading

Not All $1 Million is Created Equally

October 8, 2019 - Many people put their noses to the grindstone for years and years, working hard, saving, and investing with the goal of ultimately having $1 million. While that might seem like a perfectly admirable goal, to me it seems a bit...
Continue Reading