View our October 2008 Newsletter. … [Read more...]
Free Seminar — Are You Saving Enough for Retirement?
Where: Keller Public Library (640 Johnson Rd., Keller, TX) When: Monday, December 1, 2008, 6:30 to 8:00 p.m. Limited Space. Reservations Recommended. Call (817) 743-4840 to reserve your seat. Take a realistic look at your progress toward a secure retirement. Get the tools to build a solid … [Read more...]
FDIC limits changed as of October 3, 2008
October 7, 2008 The bail-out bill that passed congress last week included a provision to increase the FDIC coverage limits from $100,000 to $250,000 per individual per bank. This increase went into effect immediately, but it's important to note that it's only valid through the end of 2009. … [Read more...]
Ask the Planner at The Dallas Morning News
October 6 - 12 was National Financial Planning Week. In recognition of this week, Pamela Yip at The Dallas Morning News hosted an "Ask the Financial Planner" session through call-in and chat on Sunday, October 6. I participated in the chat session, and we answered questions on annuities, … [Read more...]
Jean contributes to new Dummies book
The New Dummies book by Sheryl Garrett and the Garrett Planning Network is out! Jean contributed Chaper 37: Sort Through an Investment's Return. Check back soon to read the chapter online and see scheduled book talks. … [Read more...]
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