The January 2009 newsletter is now available. It contains information on investing, saving for retirement, FDIC insurance, social security, financial preparedness for natural disasters, and information on upcoming events. … [Read more...]
Free Retirement Planning Seminar: March 30
Where: Keller Public Library (640 Johnson Rd., Keller, TX) When: Monday, March 30, 2009, 6:30 to 8:00 p.m. Limited Space. Reservations Recommended. Call (817) 743-4840 to reserve your seat. Figure out how much you need to save for retirement. Take a realistic look at your progress, and … [Read more...]
Annuities: Retirement Income Option
Everyone like a guarantee. Unfortunately, in the financial services industry they're few and far between. And those that are available often come with a steep price -- if you can even figure out what the price is. As you know, I don't sell any products or accept commissions on products I … [Read more...]
Year End Tax Planning Techniques
Many tax provisions that had already expired or were scheduled to expire at the end of the year were extended as part of the Emergency Economic Stabilization Act of 2008, signed into law on October 3, 2008. Included in the list of extended provisions is an additional one year alternative minimum tax … [Read more...]