The May 2010 newsletter is now available. It includes investing information with perspective on last week's market plunge and an update on the new reduced fees for trading Vanguard ETFs. For taxes, there's information on the new 3.8% medicare tax for high income individuals. For cash flow, we … [Read more...]
When an Insurance Company Fails
Last week I attended the Financial Planning Association annual symposium in Dallas, and one of the speakers was Bart Boles, executive director for Texas' insurance guaranty association. He shared the association's processes when an insurance company fails, and how we as the consumer would likely be … [Read more...]
Quoted on BankRate about Roth IRAs and emergency funds
When you're juggling creating an emergency fund and saving for retirement, it's important to be aware of your options. BankRate.com reporter Teri Cettina recently interviewed me about using a Roth IRA as a back-up to your primary emergency fund. A Roth IRA should not be your primary emergency … [Read more...]
Keller Public Library Free Investing Workshop
Common Investing Mistakes and How to Avoid Them Free Investing Workshop at Keller Public Library on Tuesday, May 18 at 6:30 pm. This workshop will cover the fundamentals of successful long-term, goals-based investing. Effective investing doesn't have to be complicated, but with so much … [Read more...]
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