As you send your child off to college, you probably have a lot of things on your mind, such as whether your child will eat right and get enough sleep, how to pay tuition, and what to do with that empty bedroom. And although insurance may seem like a low priority, there are some important issues you … [Read more...]
Small business owners: increase retirement savings with individual 401(k)
If you're self-employed or own a small business, you've probably considered establishing a retirement plan. If you've done your homework, you likely know about simplified employee pensions (SEPs) and savings incentive match plans for employees (SIMPLE) IRA plans. These plans typically appeal to … [Read more...]
Keller Social Security Planning Workshop
I am conducting a free social security strategy workshop at the Keller Public Library on Tuesday, July 19 at 6:30 pm. It's designed for baby boomers to help you maximize your retirement income. If you are 55 or older, have not yet filed for social security, and live in or around Keller, you should … [Read more...]
July Personal Finance Newsletter
The July personal financial planning newsletter is now available. Because of the tumultuous investment markets and economic uncertainty, the newsletter includes two investing columns -- one a recap of the second quarter market performance with a look forward, and another by Jim Parker with … [Read more...]
June Personal Finance Newsletter
The June personal finance newsletter is now available. It includes an investment market update and articles on several personal financial planning topics. There's information on how long to keep financial records, perspective on the debt ceiling debate, an update on the new "net college cost" … [Read more...]
May Personal Finance Newsletter
The May 2011 Personal Finance Newsletter is now available. It includes articles on long-term care planning, mid-year tax considerations, and deciphering health savings vehicles. A link to a great article on the relationship between how we spend our money and happiness is also included, as well as … [Read more...]
Low-Cost Investing Basics
I will be hosting a free investment workshop at the Keller Library on Tuesday, May 17 at 6:30 pm. This workshop will cover the fundamentals of successful long-term, goals-based investing. Effective investing doesn't have to be complicated, but with so much information available, it can be … [Read more...]
Maximizing Social Security Survivor’s Benefits
When you think of Social Security, you probably think of retirement. However, Social Security can also provide much-needed income to your family members when you die, making their financial lives easier. Your family may be entitled to receive survivor's benefits based on your work record When you … [Read more...]
April Personal Finance Newsletter
The April 2011 Personal Finance Newsletter is now available. This month's newsletter includes a reminder on Monday's 2010 IRA contribution deadline and information on social security statements being suspended. We also have articles on the estate tax exemption portability and the opportunity for … [Read more...]
Advice quoted in Money Magazine
Money Magazine recently featured my advice to a reader who's company had stopped matching their 401(k) contributions. The reader was wondering if they should start contributing to a Roth IRA instead of the company plan. See my comments at Money Magazine's website. … [Read more...]
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