If you're married and looking for opportunities to increase retirement income, you may want to look closely at your Social Security benefits. One opportunity for maximizing Social Security income, called "file-and-suspend," may enable a married couple to boost both their retirement and survivor's … [Read more...]
Social Security Workshop at Keller Public Library
I am conducting a free workshop on social security planning strategies at the Keller Public Library on Tuesday, August 17 at 6:30 pm. The session will cover what baby boomers need to know to maximize their retirement income. Attendees will learn: 5 factors to consider when deciding when to … [Read more...]
July 2010 Personal Finance Newsletter
The July 2010 financial planning newsletter is now available. Topics include today's investment market conditions, low mortgage interest rates, college scholarship strategies, required minimum distributions for 2010, and a reminder on staying vigilent against identity theft. An invitation to … [Read more...]
Quoted by Jean Chatzky on Self-Employed Retirement Plans
I was recently quoted by Jean Chatzky on AOL's DailyFinance.com on how the self-employed can save for retirement. While self-employed individuals do have to save more to make up for both their contributions and the employers, there are lots of great options available. Your choice of a Simple IRA, … [Read more...]
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