One of the best financially freeing moments in life is the day you compare your savings and mortgage principal balances and realize that you could pay off your mortgage if you wanted to. If you’re at that point, congratulations! If you’re not there yet, keep saving; it can come sooner than you … [Read more...]
Quoted by Jean Chatzky
Jean Chatzky's column in the New York Daily News on "How to get by when jobless pay runs dry" quoted me on several considerations and strategies to cope with this difficult situation. I'm a fan of Jean Chatzky, so having the opportunity to be interviewed by her staff and being quoted in her column … [Read more...]
May 2010 Newsletter
The May 2010 newsletter is now available. It includes investing information with perspective on last week's market plunge and an update on the new reduced fees for trading Vanguard ETFs. For taxes, there's information on the new 3.8% medicare tax for high income individuals. For cash flow, we … [Read more...]
When an Insurance Company Fails
Last week I attended the Financial Planning Association annual symposium in Dallas, and one of the speakers was Bart Boles, executive director for Texas' insurance guaranty association. He shared the association's processes when an insurance company fails, and how we as the consumer would likely be … [Read more...]
Quoted on BankRate about Roth IRAs and emergency funds
When you're juggling creating an emergency fund and saving for retirement, it's important to be aware of your options. BankRate.com reporter Teri Cettina recently interviewed me about using a Roth IRA as a back-up to your primary emergency fund. A Roth IRA should not be your primary emergency … [Read more...]
Keller Public Library Free Investing Workshop
Common Investing Mistakes and How to Avoid Them Free Investing Workshop at Keller Public Library on Tuesday, May 18 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 … [Read more...]
April 2010 Monthly Newsletter
The April 2010 monthly newsletter is now available. It includes information on how the new healthcare law may affect you as an individual and new student loan and financial aid provisions. Also covered are an investment market update and a discussion on the merits of dollar cost averaging to make … [Read more...]
New Health Care Law Highlights
If you're like me, you found it challenging to keep up with the provisions of the health care bills as they worked through the legislative process. But now that the bill is law, it's helpful to understand how it may affect your individual situation and any changes that need to be made to your … [Read more...]
Keller Public Library Free Retirement Workshop
Your Retirement Savings Game Plan Free Workshop at Keller Public Library on Tuesday, April 20 at 6:30 pm. Designed for individuals and couples who are pre-retirement, we will cover how much you need to save for retirement and the best types of accounts to use for different situations for … [Read more...]
Non-Deductible IRA Contributions: Good Idea?
If your income is over the limit for deductible and Roth IRA contributions, you are faced with a dilemma each year: should you contribute to a non-deductible IRA? Making a non-deductible contribution shouldn’t be an automatic decision. It could be beneficial, or investing the same amount of money … [Read more...]
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