I just learned that IOUSA will be airing on CNN this weekend. I plan to set the DVR to make sure I get to watch it. It's a documentary about America's addiction to debt that's received outstanding reviews. Here's the info: CNN to Broadcast I.O.U.S.A. The public has spoken, and we've listened. … [Read more...]
Higher Education Act
One of the big pieces of legislation that passed in 2008 was the Higher Education Opportunity Act (the Act). Aside from reauthorizing the Higher Education Act of 1965 for another six years, the Act includes many other provisions intended to improve college affordability, access, and accountability. … [Read more...]
Free Retirement Planning Seminar: March 30
Where: Keller Public Library (640 Johnson Rd., Keller, TX) When: Monday, March 30, 2009, 6:30 to 8:00 p.m. Limited Space. Reservations Recommended. Call (817) 743-4840 to reserve your seat. Figure out how much you need to save for retirement. Take a realistic look at your progress, and … [Read more...]
Women & Money Seminar August 26
I'll be speaking to the Southlake Chamber of Commerce WIN (Women in Networking) meeting at noon on Wednesday, August 26. Women have unique opportunities and challenges with money! Women tend to live longer and earn less than men, but according to some recent studies may actually be better … [Read more...]
Women & Money: Seminar at GKWC Luncheon
I'll be speaking at the January Greater Keller Women's Club luncheon on Women & Money. As women, we have unique challenges and opportunities when it comes to relating to and managing money. Among the challenges, we tend to live longer and earn less than men and are sometimes hesitant to take … [Read more...]
Effects of Divorce
I just read a really interesting article in the Journal of Financial Planning. After divorce, the income of each spouse falls. On average, the income of the woman declines by 27%. The average income of the man declines by about 10%. The stats for both parties are positively affected by the … [Read more...]
How much financial aid?
You can now get an estimate of how much financial aid your child will qualify for before you actually apply. The U.S. Department of Education offers an online financial aid tool to help families better prepare for the cost of college. Called the FAFSA4caster (catchy, isn't it?), it's modeled on the … [Read more...]
Annuities: Retirement Income Option
Everyone like a guarantee. Unfortunately, in the financial services industry they're few and far between. And those that are available often come with a steep price -- if you can even figure out what the price is. As you know, I don't sell any products or accept commissions on products I … [Read more...]
December 2008 Newsletter
The December Newsletter is now available. Click here to view the newsletter. … [Read more...]
Year End Tax Planning Techniques
Many tax provisions that had already expired or were scheduled to expire at the end of the year were extended as part of the Emergency Economic Stabilization Act of 2008, signed into law on October 3, 2008. Included in the list of extended provisions is an additional one year alternative minimum tax … [Read more...]