Insights

Investment Management

Courage! We have been here before

By: Martin Romo & Jim Fullerton It’s déjà vu all over again. With inflation higher than it has been since the 1970s, interest rates rising and the economy slowing, many have grown

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Budgeting / Saving

Flourish Cash

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

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Budgeting / Saving

What To Review During Open Enrollment

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

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