May 2010 Newsletter

May 10, 2010 by Jean Keener, CFP, CRPC, CFDS 

The May 2010 newsletter is now available.  It includes investing information with perspective on last week’s market plunge and an update on the new reduced fees for trading Vanguard ETFs.  For taxes, there’s information on the new 3.8% medicare tax for high income individuals.  For cash flow, we cover using a Roth IRA as a back-up emergency fund.  For insurance, it includes information on incorporating TX state guarantee association coverage limits and exclusions into your financial planning.   Click here to read the newsletter.

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