As you send your child off to college, you probably have a lot of things on your mind, such as whether your child will eat right and get enough sleep, how to pay tuition, and what to do with that empty bedroom. And although insurance may seem like a low priority, there are some important issues you … [Read more...]
Small business owners: increase retirement savings with individual 401(k)
If you're self-employed or own a small business, you've probably considered establishing a retirement plan. If you've done your homework, you likely know about simplified employee pensions (SEPs) and savings incentive match plans for employees (SIMPLE) IRA plans. These plans typically appeal to … [Read more...]
Keller Social Security Planning Workshop
I am conducting a free social security strategy workshop at the Keller Public Library on Tuesday, July 19 at 6:30 pm. It's designed for baby boomers to help you maximize your retirement income. If you are 55 or older, have not yet filed for social security, and live in or around Keller, you should … [Read more...]
July Personal Finance Newsletter
The July personal financial planning newsletter is now available. Because of the tumultuous investment markets and economic uncertainty, the newsletter includes two investing columns -- one a recap of the second quarter market performance with a look forward, and another by Jim Parker with … [Read more...]
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