The May 2010 newsletter is now available. It includes investing information with perspective on last week's market plunge and an update on the new reduced fees for trading Vanguard ETFs. For taxes, there's information on the new 3.8% medicare tax for high income individuals. For cash flow, we … [Read more...]
Quoted on BankRate about Roth IRAs and emergency funds
When you're juggling creating an emergency fund and saving for retirement, it's important to be aware of your options. BankRate.com reporter Teri Cettina recently interviewed me about using a Roth IRA as a back-up to your primary emergency fund. A Roth IRA should not be your primary emergency … [Read more...]
April 2010 Monthly Newsletter
The April 2010 monthly newsletter is now available. It includes information on how the new healthcare law may affect you as an individual and new student loan and financial aid provisions. Also covered are an investment market update and a discussion on the merits of dollar cost averaging to make … [Read more...]
Keller Public Library Free Retirement Workshop
Your Retirement Savings Game Plan Free Workshop at Keller Public Library on Tuesday, April 20 at 6:30 pm. Designed for individuals and couples who are pre-retirement, we will cover how much you need to save for retirement and the best types of accounts to use for different situations for … [Read more...]
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