My free workshop on social security planning at the Keller Public Library is scheduled for Tuesday, October 18 at 6:30 pm. It's designed for baby boomers to help you maximize your retirement income. If you are 55 or older, have not yet filed for social security, and live in or around Keller, you … [Read more...]
Archives for September 2011
September Personal Finance Newsletter
The September personal finance newsletter is now available. It includes an update on market conditions and advice on the best response to the continued stock market volatility. In addition, we have perspective on the European debt crisis and information on spousal IRAs and healthcare flexible … [Read more...]
Remodels and Renovations that Pay Off Financially
Special Guest Post by North Texas Home Designer Lisa Baer Move or remodel? Given the current condition of the housing market in North Texas and elsewhere in the country, many homeowners are finding remodeling a better option than moving. A strong housing market may be some months away, and many … [Read more...]
Free Keller Financial Workshop: Couples & Money
Financial Planner Jean Keener, CFP®, teams with Marriage and Family Therapist Maryellen Dabal, LMFTA, to present a free workshop on Couples & Money: Harmonize your finances and your relationship. Money is a tool to create the life you envision. Couples who learn to positively navigate the … [Read more...]