The July personal financial planning newsletter is now available. Because of the tumultuous investment markets and economic uncertainty, the newsletter includes two investing columns -- one a recap of the second quarter market performance with a look forward, and another by Jim Parker with … [Read more...]
June Personal Finance Newsletter
The June personal finance newsletter is now available. It includes an investment market update and articles on several personal financial planning topics. There's information on how long to keep financial records, perspective on the debt ceiling debate, an update on the new "net college cost" … [Read more...]
May Personal Finance Newsletter
The May 2011 Personal Finance Newsletter is now available. It includes articles on long-term care planning, mid-year tax considerations, and deciphering health savings vehicles. A link to a great article on the relationship between how we spend our money and happiness is also included, as well as … [Read more...]
Low-Cost Investing Basics
I will be hosting a free investment workshop at the Keller Library on Tuesday, May 17 at 6:30 pm. This workshop will cover the fundamentals of successful long-term, goals-based investing. Effective investing doesn't have to be complicated, but with so much information available, it can be … [Read more...]
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