Planning your retirement income is like putting together a puzzle with many different pieces. One of the first steps in the process is to identify all potential income sources and estimate how much you can expect each one to provide. Social Security According to the Social Security Administration … [Read more...]
Education Funding Recap
The world of higher education has received some attention in Washington this year. I've done several posts on the topic, but wanted to offer this summary of both what's passed and what's proposed in the budget for FY 2010. The American Recovery and Reinvestment Act of 2009 (ARRA) was signed into … [Read more...]
August 2009 newsletter
The August newsletter is now available. It includes information on 2010 social security and medicare numbers for planning purposes, whether creditors can go after your 401(k) and more. To view it, click here. … [Read more...]
Women & Money Seminar
I'll be speaking to the Southlake Chamber of Commerce WIN (Women in Networking) meeting at 11:30 am on Wednesday, August 26. Women have unique opportunities and challenges with money! Women tend to live longer and earn less than men, but according to some recent studies may actually be better … [Read more...]
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