September Personal Finance Newsletter
September 19, 2011 by Jean Keener, CFP, CRPC, CFDS · Leave a Comment
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 spending accounts. Please click here to read the newsletter.
February Personal Finance Newsletter
February 14, 2011 by Jean Keener, CFP, CRPC, CFDS · Leave a Comment
The February personal finance newsletter is now available. In addition to the investing market update, the topics are:
- Extension of tax-free charitable contribution option from IRAs for those over 70 1/2
- New cost basis reporting rules (important for those with taxable investment accounts)
- Summary of the health care law provisions going into effect this year
Click here to read the newsletter.
January 2011 Personal Finance Newsletter
January 14, 2011 by Jean Keener, CFP, CRPC, CFDS · Leave a Comment
The January newsletter is now available with a 2010 investment market recap, a humorous look at investing resolutions for the new year, and details on the estate tax changes enacted in December. It also includes an announcement of topics for the Keller Public Library personal finance workshop series for January – June. Click here to read the newsletter.
June 2009 Newsletter
June 2, 2009 by Jean Keener, CFP, CRPC, CFDS · Leave a Comment
The June 2009 newsletter is now available. It includes articles on the new credit card law provisions, energy-efficient tax credits, estate planning for second marriages, and social security planning. Click here to read it.
April 2009 Newsletter
April 6, 2009 by Jean Keener, CFP, CRPC, CFDS · Leave a Comment
The April 2009 newsletter is now available online. It includes an update on market conditions, plus information on the Cobra subsidy, writing off worthless securities on your taxes, an estate planning pitfall to avoid, a conversation for parents about saving for retirement vs. college, and a how-to on budgeting. Click here to read the newsletter.