The social security workshop scheduled for this Saturday at the Conservatory in Keller has been postponed. The new date is to be determined. The June social security workshop at the Keller Public Library is still on. It's scheduled for the third Tuesday, June 19 at 6:30 pm. The social security … [Read more...]
April 2012 Personal Finance Newsletter
The April personal finance newsletter is now available. It includes the investment market update from January - March 2012, how to decide whether to pay down debt or save and invest, and planning for a career change. In addition, there's information on upcoming retirement income and social … [Read more...]
What’s Your Money Story?
Following is a very special guest post from Dr. Tim Kincaid. Tim generously shares part of his journey with money and offers a process to further develop each of our money stories. Financial planning is about so much more than the money, and Tim highlights some key insights on how we can each more … [Read more...]
Dallas News Personal Finance Blog Credit Question
As a contributor to the Dallas Morning News' personal finance blog, I answer questions on a variety of personal finance, college, and retirement issues. Today's question regarding credit scoring is fairly common, so I wanted to share my response with a link to the Dallas Morning News blog. The … [Read more...]
March 2012 Personal Finance Newsletter
The March 2012 personal finance newsletter is now available and covers several personal finance topics. For retirement planning, we look at your options when you inherit an IRA. For debt management, we cover how to pay down credit cards without hurting your credit. For investing, we look at … [Read more...]
Getting the Most Out of Your Employer Retirement Plan
I will be presenting a free financial planning workshop at the Keller Public Library on Tuesday, March 20 at 6:30 pm. The topic is How to Get the Most Out of Your Employer Retirement Plan. We will cover: How to choose the best funds with the information provided Where to get more … [Read more...]
Social Security and Divorce
If you're divorced and were married for at least 10 years, you may be entitled to social security benefits based on your former spouse's earnings record. If your former spouse is still living Your divorced spouse benefits are based on 50% of your ex-spouse's benefit at full retirement age. You … [Read more...]
February 2012 Personal Finance Newsletter
The February 2012 personal finance newsletter is now available. In the newsletter, we have financial planning inspiration from Keller High School seniors to refocus on paying yourself first. For investing, it includes an investment market update and information on the new cost basis rules. For … [Read more...]
Pay Yourself First
For the past three years, I’ve taught the Junior Achievement personal finance course to one of Ms. Turner’s economics classes at Keller High School. In the very first session each semester we talk about the concept of Pay Yourself First. It’s an idea the high school seniors easily embrace as they … [Read more...]
January 2012 Personal Finance Newsletter
The January 2012 personal finance newsletter is now available. It includes a 2011 investment market recap from Dimensional Fund Advisors with data on all the major indices and a summary of the major investing themes of 2011. In addition, there's a comparison between the dividend rates of the … [Read more...]
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