The FAFSA, which stands for Free Application for Federal Student Aid, is the federal government's financial aid application. Though the thought of completing it may inspire a collective groan from parents each year, this form is the prerequisite for many different types of federal and college … [Read more...]
Major changes in social security strategies for retirees
As a result of the budget bill passed last week, two social security strategies that we've recommended to many clients over the years are no longer available or significantly limited. File and Suspend The strategy involves one spouse filing an application for retirement benefits when he or she … [Read more...]
August 2015 Personal Finance Newsletter
The August 10, 2015 personal financial planning newsletter is available online. It includes information on qualified longevity annuities, frame-of-reference risk for investing, and investing in China. If you'd like to receive the newsletter as soon as its published, please enter your contact … [Read more...]
A different kind of investment risk
I recently attended the Garrett Planning Network conference near Denver, CO. What a nice break from the Texas summer heat! One of the sessions highlighted an issue many of us are dealing with right now: frame of reference risk. We usually think of investing risks as external events that could … [Read more...]
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