May Personal Finance Newsletter
May 16, 2011 by Jean Keener, CFP, CRPC, CFDS · Leave a Comment
The May 2011 Personal Finance Newsletter is now available. It includes articles on long-term care planning, mid-year tax considerations, and deciphering health savings vehicles. A link to a great article on the relationship between how we spend our money and happiness is also included, as well as the monthly investment market update. Click here to read the newsletter.
Low-Cost Investing Basics
May 10, 2011 by Jean Keener, CFP, CRPC, CFDS · Leave a Comment
I will be hosting a free investment workshop at the Keller Library on Tuesday, May 17 at 6:30 pm.
This workshop will cover the fundamentals of successful long-term, goals-based investing. Effective investing doesn’t have to be complicated, but with so much information available, it can be difficult to tell fact from fiction. This workshop will reveal common pitfalls and investing myths and share information on how to avoid them. You will learn:
- The importance of keeping your investment costs low
- How to build a diversified, balanced portfolio
- How to know when to rebalance
- The relationship between risk and return
Registration is encouraged for planning purposes to library@cityofkeller.com.