The April 2009 newsletter is now available online. It includes an update on market conditions, plus information on the Cobra subsidy, writing off worthless securities on your taxes, an estate planning pitfall to avoid, a conversation for parents about saving for retirement vs. college, and a how-to … [Read more...]
To Will or Not to Will
Catchy title, isn't it? To Will or Not to Will. I would love to take credit for it, but it all goes to the Texas Young Lawyers Association and the State Bar of Texas. When you do as a resident of Texas, if you don't have a will, the state of Texas has one for you. It's possible that the state's … [Read more...]
Retirement V. College
So many parents struggle with the dilemma of whether they should prioritize saving for kids' college or their own retirement. Some parents believe that children benefit the most from being responsible for their own college funding through personal work, savings, scholarships, and borrowing to get … [Read more...]
Detail on COBRA subsidy
If you've lost your job since September 1 of last year, you'll want to read this post. The American Recovery and Reinvestment Act (the Act) provides COBRA premium assistance, which offers a temporary 65% reduction in COBRA premiums for eligible beneficiaries. This new provision will affect former … [Read more...]
March Monthly Newsletter
The March monthly newsletter is now out. It includes information on current economic conditions, how to create your own Equity Indexed Annuity, figuring out if your insurance company is secure, Roth IRA conversions, and the Making Work Pay tax credit. To view it, click here. … [Read more...]
Interview with Channel 11’s Joel Thomas
See my interview with Channel 11's Joel Thomas on the day of the Your Money Bus tour. We talked about the importance of saving and planning for how you want to live now and in the future. Coverage of the Your Money Bus tour was included as part of their Surviving 09 … [Read more...]
The Stimulus Act and You
On February 17, 2009, President Obama signed into law the American Recovery and Reinvestment Act of 2009 (the 2009 "Stimulus Act"). The legislation carries a projected cost of $787 billion, and contains hundreds of provisions. Key provisions that may be relevant to you include: New Making Work … [Read more...]
Free Financial Advice Bus Tour in D-FW
Mark your calendars for February 23 from 11:30 to 1:30. The national Your Money Bus tour will be making a stop at a place near and dear to my heart – Southlake Central Market. Local financial advisors, including me, will be there to answer your financial questions at no charge. We’re all keenly … [Read more...]
February 2009 Newsletter
The February 2009 KFP newsletter is now available. The topics for this month are: What to do when your employer stops matching your 401(k), working during retirement, college costs update, and your credit score. There's also some information on the Your Money Bus tour stop in D-FW. … [Read more...]
Working During Retirement
Planning on working during retirement? If so, you're not alone. An increasing number of employees nearing retirement plan to work at least some period of time during their retirement years. Why work during retirement? Clearly, if you work during retirement, you'll be earning money and relying less … [Read more...]
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