Interviewed by Wall Street Journal on keeping investing costs low
June 22, 2010 by Jean Keener, CFP, CRPC, CFDS · Leave a Comment
I was recently interviewed for the Wall Street Journal’s website about the importance of keeping investing costs low and how costs affect your long-term investment returns. You can read the article at WSJ.com.
June Monthly Newsletter
June 11, 2010 by Jean Keener, CFP, CRPC, CFDS · Leave a Comment
The June newsletter is now available with an investment market update and some historical perspective on stock market returns over time to put recent volatility into perspective. It also include a how-to on deciding if you should pay off your mortgage and an invitation to the upcoming budgeting workshop at the Keller Public Library. I’m also pleased to share in the newsletter that no-load, low-cost, passively managed Dimensional (DFA) Funds are now available for investment management clients. Click here to read the June 2010 newsletter.
Quoted by Jean Chatzky on Self-Employed Retirement Plans
June 2, 2010 by Jean Keener, CFP, CRPC, CFDS · Leave a Comment
I was recently quoted by Jean Chatzky on AOL’s DailyFinance.com on how the self-employed can save for retirement. While self-employed individuals do have to save more to make up for both their contributions and the employers, there are lots of great options available. Your choice of a Simple IRA, SEP IRA, Solo 401(k), or just a traditional or Roth IRA should be determined by your income, how much you want to save, your tax situation, and how much you want to contribute for any employees you have. See the full article on the Daily Finance Website.