I'm pleased to announce the schedule for my first quarter 2013 Keller Personal Finance Workshops. The series is entitled Countdown to Retirement and is designed for individuals and couples within 5 – 10 years of retirement. January, Part I: Creating your Retirement Plan This session will … [Read more...]
October Personal Finance Newsletter
The October personal finance newsletter is now available. It includes the 2013 social security cost of living adjustment and maximum earnings level just announced this morning. A detailed review of the 3rd quarter investment market performance, plus 2012 year-to-date information is also covered. … [Read more...]
Q&A on 2013 tax changes
As you might imagine, whether I'm sitting at my financial planning office in Dallas or Keller, I'm having a lot of conversations right now about the tax changes scheduled for the end of the year. Following are some of the most common questions, as well as my perspective on them. Q: Do … [Read more...]
September Personal Finance Newsletter
The September personal finance newsletter is now available. In addition to an investment market update, it includes information on several financial planning topics. For retirees, we look at how remarriage affects social security. For those in the wealth accumulation phase, we look at the … [Read more...]
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