November Personal Finance Newsletter

November 2014 Personal Finance Newsletter

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...]

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...]

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...]