One of KFP's Financial Planners Beth Shurtz was quoted in the International Business Times on the key first steps on paying off credit cards and getting out of debt. “Get all the statements and plug them into a software or a basic Excel spreadsheet to help prioritize which ones should be knocked … [Read more...]
January 2016 Financial Planning Newsletter
The January 2016 financial planning newsletter is now available. It includes an update on the investment markets with perspective on the volatility of the last two weeks, plus an overview of 2015 market returns. In addition, we cover what you need to know when filling out the FAFSA and the tax … [Read more...]
Tax Provisions Extended for 2015 and Beyond
In one of its final actions for calendar year 2015, Congress passed the Consolidated Appropriations Act, 2016. It addressed a host of popular but temporary tax provisions that had expired at the end of 2014. The Act extended some and made other provisions permanent. The major provisions are … [Read more...]
What happens After You File the FAFSA
After you submit the federal government's FAFSA (Free Application for Federal Student Aid), you will receive a Student Aid Report (either electronically or by mail, depending on how you filed the FAFSA). This report summarizes key data from your FAFSA and provides you with the holy grail of … [Read more...]
Submitting the FAFSA in 2016
The FAFSA, which stands for Free Application for Federal Student Aid, is the federal government's financial aid application. Though the thought of completing it may inspire a collective groan from parents each year, this form is the prerequisite for many different types of federal and college … [Read more...]
November 2015 Financial Planning Newsletter
Our November 2015 is now available online. It includes details about the social security law changes enacted last fall, as well as action that those ages 66 - 69 before April 29 this year will want to consider taking. In addition, it provides 2016 retirement plan limits, and the Medicare Part B … [Read more...]
Major changes in social security strategies for retirees
As a result of the budget bill passed last week, two social security strategies that we've recommended to many clients over the years are no longer available or significantly limited. File and Suspend The strategy involves one spouse filing an application for retirement benefits when he or she … [Read more...]
August 2015 Personal Finance Newsletter
The August 10, 2015 personal financial planning newsletter is available online. It includes information on qualified longevity annuities, frame-of-reference risk for investing, and investing in China. If you'd like to receive the newsletter as soon as its published, please enter your contact … [Read more...]
A different kind of investment risk
I recently attended the Garrett Planning Network conference near Denver, CO. What a nice break from the Texas summer heat! One of the sessions highlighted an issue many of us are dealing with right now: frame of reference risk. We usually think of investing risks as external events that could … [Read more...]
Concerns about Investing in China
If you've followed the news over the last month or so, you're aware that China's stock market has been on a wild ride. The Shanghai Composite Index (companies traded in Mainland China) is down more than 25% in the last 2 months, but still up almost 70% over the last 12 months.* This quick run-up … [Read more...]
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