December Personal Finance Newsletter

December 16, 2010 by Jean Keener, CFP, CRPC, CFDS · Leave a Comment 

The December 2010 personal finance newsletter is now available.  It includes an important update on social security rules, 2011 IRS mileage rates, considerations in rolling your traditional 401(k) to a Roth IRA, and changes to the adoption assistance program.  As always, there’s also an investment market update.  Please click here to view the newsletter.