Our personal finance newsletter for January is now available. It includes a review of the 2014 investment markets, an article highlighting the relationship between net worth and financial habits, and more. Please click here to read the newsletter. … [Read more...]
Converting After-Tax 401k contributions to Roth
It's time to reconsider whether making after-tax contributions to a 401k is a good financial planning strategy. Prior to the IRS' ruling last fall, it was unclear whether you could convert after-tax 401k contributions to Roth. And if you did convert them, there was disagreement in the financial … [Read more...]
November Personal Finance Newsletter
Our November personal finance newsletter is now available. In addition to the investment market update, it includes several articles on personal financial planning. We have updates released by the IRS and social security administration for 2015: Retirement plan contribution limits for … [Read more...]
Fall Retirement Planning Workshops Announced
Our fall schedule for retirement planning workshops at the Keller Public Library has just been released. The series is entitled Countdown to Retirement and is designed for individuals and couples within 5 – 10 years of retirement. During the workshop sessions you will learn about the tools and … [Read more...]
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