The Basics of Financial Fitness

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Offered by: T. Lloyd Worth There’s a subjective uncertainty associated with  nancial wellness. Are you financially fit? And if so, how fit are you? While there is no clearly defined threshold for answering affirmatively, much less grading your level of fitness, there are baseline elements associated with financial fitness. To make sure that you’re… Read more »

Early Exit

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Thinking of retiring early? Here’s what you need to know Offered by: T. Lloyd Worth When you get to a certain age, you may find yourself daydreaming about retiring early, or at least before the “traditional” age of 65. It’s only natural—the COVID-19 pandemic has caused many people to rethink their priorities with regard to… Read more »

How to Manage Your 401(k) When You Switch Jobs

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Offered by: T. Lloyd Worth In the past, boomers and generation Xers often held on to jobs for 10 or more years. Some professionals stayed with the same company for most of their working lives. The Great Recession changed this for many. Now, people have become more comfortable moving from job to job. Millennials are… Read more »

Women: A Financial Plan Could Be The Secret Of Your Success

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The gender wage gap, longer life expectancies, and potential retirement funding shortfalls are just a few of the factors that underscore women’s need to plan ahead. Offered by: Magi McEntire, LPL Financial Advisor – Worth Wealth Management Financial planning is more than just a good idea. Research has consistently shown that people who have financial… Read more »

5 Retirement Concerns Too Often Overlooked

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Baby boomers entering their “second acts” should think about these matters. Offered by T. Lloyd Worth, Worth Financial Partners Retirement is undeniably a major life and financial transition. Even so, baby boomers can run the risk of growing nonchalant about some of the financial challenges that retirement poses, for not all are immediately obvious. In… Read more »

Tax Changes Around the Home

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How the Tax Cuts & Jobs Act impacted three popular deductions. Offered by T. Lloyd Worth, Worth Financial Partners Three recent tax law changes impact homeowners and home-based businesses. They may affect your federal income taxes this year. The SALT deduction now has a $10,000 yearly limit. You can now only deduct up to $10,000… Read more »

The Many Benefits of a Roth IRA

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Why do so many people choose it rather than a traditional IRA? Offered by T. Lloyd Worth, Worth Financial Partners The Roth IRA changed the whole retirement savings perspective and has become a fixture in many retirement planning strategies. There is, however, a trade-off when you open and contribute to a Roth IRA. You contribute… Read more »

Talking to Your Heirs About Your Estate Plan

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They should not be left ill-informed or unaware Offered by T. Lloyd Worth, Worth Financial Partners Talking about “the end” is not the easiest thing to do, and this is one reason why some people never adequately plan for the transfer of their wealth. Those who do create estate plans with help from financial and… Read more »

Insurance and Investments

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Offered by T. Lloyd Worth A good financial strategy is not just about “making money;” it is also about protection. Some people mistake investing for financial planning. Their “financial strategy” is an investing strategy, in which they chase the return and focus on the yield of their portfolio, missing the big picture. Investing represents one… Read more »