As the economy begins its recovery but the job losses keep coming, many are finding the need to be creative with their careers and their financial situation. Last week, I had the pleasure of spending some time chatting with fellow Garrett Planning Network member Sherrill St. Germain, CFP®. … [Read more...]
October 2009 Newsletter
The October newsletter is now available. It includes a reminder about the October 15 deadline to recharacterize 2008 Roth IRA conversions, a market update, how to calculate your net worth and why net worth is the financial number to watch, and more. To read the newsletter, click here. … [Read more...]
Roth conversion as estate planning technique
The 2010 lifting of income limits for Roth IRA conversions creates a sizable opportunity to reduce estate taxes. We’ve already discussed Roth IRA conversion basics, and who might want to convert. But if your estate is potentially subject to the estate tax at your death, you have an additional … [Read more...]
Best Financial Planner Award
The Keller Citizen released their Best of the Best 2009 issue this morning, and I'm delighted to share that I was voted best financial planner in Keller by readers of the paper. Keener Financial Planning did not pay to receive the award, but we did have the opportunity to purchase advertising in … [Read more...]
- « Previous Page
- 1
- …
- 56
- 57
- 58
- 59
- 60
- …
- 76
- Next Page »