Today we celebrate our clients Jesse & Casi S. We’ve asked them to share some lessons learned and insights about their financial journey with the aim of providing ideas and inspiration to
By Anthony Hernandez, CFP® After wrapping up end-of-year reviews, Angela and I found a common theme: A well-crafted budget is a key tool for financial success for families and individuals. This seemingly
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
By Jonathan Scheid, CFA, AIF® Higher inflation not only impacts prices for goods and services, but it also influences government program benefits and the taxes we pay. Government officials use a re-calibration system when they pass many laws now, and that
401(K)s, HSA, 529 Plans, and IRAs are all types of savings vehicles that you may have heard of. What do they all do, and more importantly, how do you know when to
At Worthen Financial Advisors, we work with our clients to determine the right size emergency fund to be held in cash in order to meet unexpected needs. Many of our clients also
Just because nothing has changed for you does not mean you can forego carefully reviewing your enrollment options. It is likely that costs and coverages for your current plan have changed, even
Essentially, there are two phases in your adult financial life: accumulation and distribution. From your graduation through the collection of your final earned income paycheck, you are in the accumulation phase, during
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