https://www.youtube.com/watch?v=JeUWLza-u0k Summary Join Angela Johnson as she answers 5 Common Questions about Working with Worthen Financial Advisors. She’ll discuss: Our experience in the industry, The services we provide, What it’s like to
https://youtu.be/lKS0-Kv31jc Summary In this video, Angela and Anthony present the Worthen Financial Blueprint, a comprehensive eight-step guide to achieving financial clarity and living happily ever after. They cleverly compare each step to
Introduction: In the world of personal finance, there’s a group of individuals who have the potential for financial greatness but have yet to reach their full wealth potential. Alternatively, this same group
By Angela Johnson, CFP® In fiscal year 2021, the IRS processed more than 261 million Federal tax returns and supplemental documents and issued just over $1 trillion in refunds to individuals. That’s
We all know the joke about death and taxes. While paying taxes is unavoidable, there are ways to make the process a little less painful. In this workshop we will evaluate and
By Daniel Campbell, CFA Despite a hopeful start, 2022 turned out to be a tumultuous year for financial markets. Last January, the Federal Reserve’s benchmark rate was near zero, mortgages were just over 3% and the 10-year Treasury was yielding a mere 1.5%. Stock markets had returned from their 2020 lows, and although the
Despite a hopeful start, 2022 turned out to be a tumultuous year for financial markets. Last January, the Federal Reserve’s benchmark rate was near zero, mortgages were just over 3% and the 10-year Treasury was yielding a mere 1.5%. Stock markets
Original article by David McLellan for Kiplinger I came across an article (see link at the bottom of this page) and want to share it with you, our clients and readers. It
Fiduciaries have a relationship of trust with their clients by putting the client first and remaining loyal. Be careful! Not all advisors are fiduciaries. There are great ways to tell whether
Dimensional has been working with financial advisors for more than three decades. To recognize the impact they have on the investor experience, we compiled a list of 10 attributes of great financial
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