If you're self-employed or own a small business, you've probably considered establishing a retirement plan. If you've done your homework, you likely know about simplified employee pensions (SEPs) and savings incentive match plans for employees (SIMPLE) IRA plans. These plans typically appeal to … [Read more...]
Keller Social Security Planning Workshop
I am conducting a free social security strategy workshop at the Keller Public Library on Tuesday, July 19 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 should … [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...]
Maximizing Social Security Survivor’s Benefits
When you think of Social Security, you probably think of retirement. However, Social Security can also provide much-needed income to your family members when you die, making their financial lives easier. Your family may be entitled to receive survivor's benefits based on your work record When you … [Read more...]
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