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...]
April 2010 Monthly Newsletter
The April 2010 monthly newsletter is now available. It includes information on how the new healthcare law may affect you as an individual and new student loan and financial aid provisions. Also covered are an investment market update and a discussion on the merits of dollar cost averaging to make … [Read more...]
February 2010 Newsletter
The February newsletter is now available. It includes an update on January stock and bond market performance, the first article in a two-part series on how to tap into your home equity for retirement income, a preview of a new financial planning service, and more. Click here to read the … [Read more...]
Texans’ Options with 529 Education Savings Plans
Many states provide an incentive for their residents to use their state’s 529 plan through use of a state income tax deduction. Because Texas doesn’t have a state income tax, your options are really completely open in terms of what state’s 529 savings plan you use. You can go shopping for the best … [Read more...]
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