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.  Classes will be held at 12:30 on Saturdays in October and … [Read more...]

August 2014 Personal Finance Newsletter

The August 2014 Personal Finance Newsletter is now available.   It includes a year-to-date investment market update, plus thoughts on why we shouldn't fear a correction.  In addition, we highlight 10 tax breaks that haven't been extended yet for 2014 and why you may wish to consider a Roth IRA for … [Read more...]

Social Security Benefits for Children

Year End Tax Planning

Your child--whether he or she is your biological child, adopted child, or stepchild--may be able to receive Social Security monthly benefits based on your earnings record if you're receiving disability or retirement benefits from Social Security, or in the event of your death. These often overlooked … [Read more...]

Personal Finance Newsletter for December

The December financial planning newsletter is now available.  It covers several tax items: Year-end tax planning tips for 2013 including new taxes to be aware of for higher income tax payers IRS regulations affecting legally married same-sex tax payers for 2013 In addition, we have … [Read more...]

Hmm … Can Underperforming Assets Actually Help Your Portfolio Over Time?

FPA Graph

The answer will probably be surprise you. You've likely noticed that the U.S. stock market has offered booming returns over the past three or four years: up an average of 17.4% in the past 36 months alone.  Then you look at the money invested in international equities (the EAFE index up just 8.7% … [Read more...]

August 2013 Personal Finance Newsletter

The August Personal Finance Newsletter is now available.  It includes information on how this summer's Supreme Court rulings on same-sex marriage affects financial planning for couples in Texas and other states.  It also covers an update on the bond market, how to fix an error on your credit report, … [Read more...]