Worthen Financial Advisors

04/13/2026

My next newsletter "Signal in the Noise: Q1 in Review: April 13 Hot Topics" is coming today. Subscribe to get it and stay in the loop on everything I'm creating.

Subscribe for my weekly newsletter with straightforward thoughts on what’s happening in the market through the lens of historical perspective. I strive to help you become a more informed and successful investor + provide tips to accelerate your financial success.

04/02/2026

My next newsletter "A Few Helpful Charts - March 2026: April 6 Hot Topics" is coming Monday. Subscribe to get it and stay in the loop on everything I'm creating.

Subscribe for my weekly newsletter with straightforward thoughts on what’s happening in the market through the lens of historical perspective. I strive to help you become a more informed and successful investor + provide tips to accelerate your financial success.

03/30/2026

My next newsletter "AI: A Reason for Cheer, or Fear?: March 30 Hot Topics" is coming today. Subscribe to get it and stay in the loop on my thoughts on financial markets and topics without the hype.
https://worthen-financial-advisors.kit.com

03/17/2026

Friendly reminder to max out your 2025 IRA before April 15 ✅

This is probably correct, right? Don’t forget to max out your 2025 IRA by April 15!

02/14/2026

If you’d like Narcan, stop by the office and grab a box or two. It’s good to keep in your purse, glovebox and medicine cabinet.

Got Narcan? 🌹 You never know when you may need it to Help Same a Life! ❣️

02/11/2026

NOW HIRING (Friendswood, TX): Personal Lines Account Manager

Our sister company, Worthen Insurance Group, is hiring an in-office Personal Lines Account Manager in Friendswood.

✅ Apply on Indeed: https://www.indeed.com/job/personal-lines-account-manager-pc-insurance-office-full-time-cd23b6a0c38de538

📩 Or email: [email protected]

If you’re organized, client-focused, and know personal lines (auto/home/wind), we’d love to talk.

Worthen Insurance Group, Inc

02/03/2026

01/08/2026

In this episode of The Great Retirement Debate, Ed Slott and Jeff Levine explore the risks and rewards of using retirement savings to buy a house — and when it might make sense to do so.

12/29/2025

A lot changes in your 50s.

Retirement stops being a vague idea and starts showing up as real questions.
How do we consolidate old 401K's?
How do we simplify all these accounts?
Are we saving enough?
Are our investments lined up with when we want to stop working?
What happens if the market drops at the wrong time?
How do taxes and Social Security fit into all of this?

Most couples I meet are doing many things right. They just haven’t pulled everything into one clear plan.

The new year is a natural moment to get organized, stress less, and make sure your money is actually working toward the life you want next.

If you’re 50 or so, juggling careers, family, and retirement decisions, I offer a complimentary consultation to help you see where you stand and what needs attention.

No pressure. No product pitch. Just clarity.

If this sounds familiar, you can book a time. See link in Comments.