The April 2011 Personal Finance Newsletter is now available. This month's newsletter includes a reminder on Monday's 2010 IRA contribution deadline and information on social security statements being suspended. We also have articles on the estate tax exemption portability and the opportunity for … [Read more...]
Advice quoted in Money Magazine
Money Magazine recently featured my advice to a reader who's company had stopped matching their 401(k) contributions. The reader was wondering if they should start contributing to a Roth IRA instead of the company plan. See my comments at Money Magazine's website. … [Read more...]
Your Retirement Savings Game Plan
I will be offering a free Keller retirement planning workshop at the public library on Tuesday, April 19. There are many uncertainties in saving for retirement right now. Even if you never plan to retire, planning for that day when work becomes optional still carries a lot of unknowns. In this … [Read more...]
Financial Advice Quoted on Retirement Savings
I recently had the opportunity to contribute to an article for Classical Singer magazine about the complexities of financial planning for musicians. Greg Waxberg wrote the article called "Filling in the Financial Gaps" and brought together advice from many financial planners on issues with … [Read more...]
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