The October personal finance newsletter is now available. We review the third quarter investment markets performance and provide perspective on the current economic situation. In addition, the newsletter includes information on medicare open enrollment, how markets have historically reacted to … [Read more...]
Coordinating Spousal Benefits for Social Security
Coordinating spousal benefits in filing for social security can make a big difference in your retirement income. Contrary to popular practice, it’s not automatic that each spouse should just file for social security benefits as soon as he or she retires. As a couple, you have the potential to … [Read more...]
Keller Social Security Workshop
My free workshop on social security planning at the Keller Public Library is scheduled for Tuesday, October 18 at 6:30 pm. It's designed for baby boomers to help you maximize your retirement income. If you are 55 or older, have not yet filed for social security, and live in or around Keller, you … [Read more...]
September Personal Finance Newsletter
The September personal finance newsletter is now available. It includes an update on market conditions and advice on the best response to the continued stock market volatility. In addition, we have perspective on the European debt crisis and information on spousal IRAs and healthcare flexible … [Read more...]
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