I will be offering a free Keller retirement planning workshop at the public library on Tuesday, April 19. There are many uncertainties in saving for retirement right now. Even if you never plan to retire, planning for that day when work becomes optional still carries a lot of unknowns. In this … [Read more...]
Evaluating Financial Aid Awards
If you have a child attending college in the fall, you're probably knee-deep in reviewing options for different schools, financial aid, and scholarships. I just came across this quick reference guide from FinAid, and it's a great summary to guide you in deciphering the offer letters and making … [Read more...]
Financial Advice Quoted on Retirement Savings
I recently had the opportunity to contribute to an article for Classical Singer magazine about the complexities of financial planning for musicians. Greg Waxberg wrote the article called "Filling in the Financial Gaps" and brought together advice from many financial planners on issues with … [Read more...]
March Personal Finance Newsletter
The March personal financial planning newsletter is now available. It includes an update on the investment market, tips on cutting discretionary spending to build your cash reserve, planned charitable giving, and social security survivors benefit. There's also a special guest column from attorney … [Read more...]
How to Structure Retirement Income
I'm providing a free personal finance workshop at the Keller Public Library on Tuesday, March 15 at 6:30 pm on Structuring Your Retirement Income. This retirement income workshop is designed for residents of Keller and surrounding areas who are in or near retirement. Investing for retirement … [Read more...]
February Personal Finance Newsletter
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 … [Read more...]
How to Maximize Social Security Benefits
Baby boomers, learn how to maximize your social security benefits and about recent changes to the social security program. I am conducting a free social security strategy workshop at the Keller Public Library on Tuesday, February 15 at 6:30 pm. It's designed for baby boomers to help you … [Read more...]
January 2011 Personal Finance Newsletter
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 … [Read more...]
December Personal Finance Newsletter
The December 2010 personal finance newsletter is now available. It includes an important update on social security rules, 2011 IRS mileage rates, considerations in rolling your traditional 401(k) to a Roth IRA, and changes to the adoption assistance program. As always, there's also an investment … [Read more...]
November Personal Finance Newsletter
The November personal finance newsletter is now available. It includes information 2011 retirement plan contribution limits -- most are unchanged, but if you're right on the edge of having too much income to make Roth IRA contributions, you should check out the slightly increased income phase-out … [Read more...]
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