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...]
Roth IRA Conversion Overview
Through 2009, converting an IRA from a traditional IRA to Roth is only available for those with household incomes under $100,000. Beginning next year, that changes. However, a lot of people aren't aware of the upcoming changes -- according to Financial Planning magazine, only 42% of advisor … [Read more...]
Free Financial Advice in Keller
Free financial advice will be available to residents of Keller, TX for Financial Planning Week October 5-12, 2009. Many individuals and families are facing financial challenges or uncertainty right now. Retirement plans are shifting. Investments are volatile. Jobs are less secure. And debt is a … [Read more...]
New Texas Teacher Long-Term Care Insurance Option
Beginning on September 1 this year, the new long-term care insurance provider for the Texas Teacher Retirement System (TRS) switched from Aetna to Genworth. During open enrollment from September 15 - November 15 this year, teachers will have the option to sign up for this insurance. If you're … [Read more...]
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