June 2015 Personal Finance Newsletter

June 2015 Newsletter

The June newsletter is now available.  In addition to the regular investment update, it includes highlights and take-aways from a book I just read and highly recommend -- Happy Money: The Science of Happier Spending by Professors Elizabeth Dunn and Michael Norton.  The newsletter also has updates on … [Read more...]

May 2015 Personal Finance Newsletter

The May 2015 personal finance newsletter is now available.  It covers several personal financial planning topics including why consuming too much financial journalism may be hazardous to your long-term financial health.  There's also information on how divorce affects your social security and … [Read more...]

Converting After-Tax 401k contributions to Roth

Roth Conversion of After-Tax 401k Funds

It's time to reconsider whether making after-tax contributions to a 401k is a good financial planning strategy. Prior to the IRS' ruling last fall, it was unclear whether you could convert after-tax 401k  contributions to Roth.  And if you did convert them, there was disagreement in the financial … [Read more...]

November Personal Finance Newsletter

2014 Tax Provisions Extended

Our November personal finance newsletter is now available.  In addition to the investment market update, it includes several articles on personal financial planning. We have updates released by the IRS and social security administration for 2015: Retirement plan contribution limits for … [Read more...]

Fall Retirement Planning Workshops Announced

Retirement planning in Keller TX

Our fall schedule for retirement planning workshops at the Keller Public Library has just been released.  The series is entitled Countdown to Retirement and is designed for individuals and couples within 5 – 10 years of retirement. During the workshop sessions you will learn about the tools and … [Read more...]