I am conducting a free workshop on social security planning strategies at the Keller Public Library on Tuesday, August 17 at 6:30 pm. The session will cover what baby boomers need to know to maximize their retirement income. Attendees will learn: 5 factors to consider when deciding when to … [Read more...]
July 2010 Personal Finance Newsletter
The July 2010 financial planning newsletter is now available. Topics include today's investment market conditions, low mortgage interest rates, college scholarship strategies, required minimum distributions for 2010, and a reminder on staying vigilent against identity theft. An invitation to … [Read more...]
Interviewed by Wall Street Journal on keeping investing costs low
I was recently interviewed for the Wall Street Journal's website about the importance of keeping investing costs low and how costs affect your long-term investment returns. You can read the article at WSJ.com. … [Read more...]
June Monthly Newsletter
The June newsletter is now available with an investment market update and some historical perspective on stock market returns over time to put recent volatility into perspective. It also include a how-to on deciding if you should pay off your mortgage and an invitation to the upcoming budgeting … [Read more...]
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