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MEET OUR NEW DIRECTOR OF OPERATIONS!

We are excited to announce that Shabina Rafiq has been promoted to the Director of Operations position on our Executive Team at Viewpoint Financial. In honor of the occasion we wanted to share a little bit about Shabina and what she brings to her new role. 

HOW WILL YOU FILL THE DAYS IN YOUR RETIREMENT?

Retirement planning can be a very complex journey. There are a lot of financial decisions that must be made, like planning a retirement budget, understanding your Social Security benefits, and finding time to do it all! One thing some people fail to think about, however, is what will they do with their time during retirement…

ARE YOU READY FOR CHANGES IN YOUR TAX RETURN?

Are you ready for tax time? While it isn’t really an excitingtime, it’s something we all have to deal with, and this year there will be big changes. You probably remember all the big tax law changes that were announced in 2017, but now those changes are going to be seen in action with your 2018 tax return.

HOW ARE YOU HANDLING YOUR CHARITABLE GIVING?

Giving back is important. Contributing to causes that instill passion allows us to use our resources to benefit those in real need and build a sense that we are making the world a better place. If you regularly give to charities and itemize your tax return, you may notice a change in your 2018 filing…

HOW SHOULD YOU VIEW MARKET VOLATILITY?

There is no disputing the last few weeks in the markets have been challenging. Everyone is trying to predict how deep the declines will go and memories of 2008 and “corrections” are forefront on the minds of investors. The news media sensationalizes the market’s performance, but what does the recent volatility mean and how should investors view it?  Most importantly, what does it mean for you?

IS YOUR FINANCIAL PLAN READY FOR YEAR-END?

December sure is a busy month! With all the holiday parties, family events, and career related tasks, it would be easy to forget to check in on your financial plan, but that could be a costly mistake! By taking just a few simple steps, you can save on your tax bill, and take advantage of some great retirement plan opportunities. So, before the year gets away from us, let’s take a look at your Year-End Financial Planning Checklist.

CAN YOU BE A “DO-IT-YOURSELF” FINANCIAL ADVISOR?

We live in a “do-it-yourself” world. Want to know how to fix your dryer? Hop on YouTube and get it fixed in a jiffy. Want to learn how to decorate cookies for your child’s birthday party? There’s a video tutorial for that too! But, what if you want to build and manage your own financial portfolio or be your own financial advisor? Can you be a “do-it-yourself” financial advisor?

IS YOUR RETIREMENT PLAN ON THE RIGHT COURSE?

Have you ever had to make a “course correction” in your life? Maybe you were sailing and realized the waves had taken you off course and if you didn’t make a change, you could end up on the rocks. The same can be true in retirement planning. There will be times in your retirement journey that you’ll feel like you need to make a “course correction”. When that happens, what should you do and when is the time to do it?

CAN FINANCIAL PLANNING BE SIMPLE?

Your life is busy…that's not a revelation, it's just a fact. Between a career, family, and the attempt to achieve some kind of balance with it all, most people are looking for something…anything…that can make their lives simpler. Consider for a moment, what if you could find simplicity in your financial planning?