I will be presenting a free financial planning workshop at the Keller Public Library on Tuesday, March 20 at 6:30 pm. The topic is How to Get the Most Out of Your Employer Retirement Plan. We will cover: How to choose the best funds with the information provided Where to get more … [Read more...]
Social Security and Divorce
If you're divorced and were married for at least 10 years, you may be entitled to social security benefits based on your former spouse's earnings record. If your former spouse is still living Your divorced spouse benefits are based on 50% of your ex-spouse's benefit at full retirement age. You … [Read more...]
February 2012 Personal Finance Newsletter
The February 2012 personal finance newsletter is now available. In the newsletter, we have financial planning inspiration from Keller High School seniors to refocus on paying yourself first. For investing, it includes an investment market update and information on the new cost basis rules. For … [Read more...]
Pay Yourself First
For the past three years, I’ve taught the Junior Achievement personal finance course to one of Ms. Turner’s economics classes at Keller High School. In the very first session each semester we talk about the concept of Pay Yourself First. It’s an idea the high school seniors easily embrace as they … [Read more...]
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