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 work
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 Daniel Campbell, CFA For reality TV fans, one might argue that the private equity world truly took off last year: celebrity Kim Kardashian launched her own private equity firm. As these
By Alex Kluesner It’s a fair question to ask ourselves: should my portfolio be exposed to foreign companies? The answer is nuanced and investor-specific, but ultimately, yes. Buckingham’s Investment Policy Committee (IPC)
By Jared Kizer, CFA When it comes to portfolio diversification, the main purpose of fixed income, or bonds, is to protect the wealth you’ve worked hard to accumulate. While stocks provide greater
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
ByMatt Nelson, MBA, CFP® Planning IRA distributions can be a challenge, especially for non-spouse beneficiaries who inherit the account from a deceased loved one. Making this dilemma even trickier to navigate – as of 2020, most non-spouse beneficiaries
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