The May 2009 newsletter is now available. It has information on the tax benefits of charitable giving, investing in a low-interest-rate environment, the extension of the federal money market guarantee, and divorce financial planning. Click here to read the May 2009 newsletter. … [Read more...]
April 2009 Newsletter
The April 2009 newsletter is now available online. It includes an update on market conditions, plus information on the Cobra subsidy, writing off worthless securities on your taxes, an estate planning pitfall to avoid, a conversation for parents about saving for retirement vs. college, and a how-to … [Read more...]
To Will or Not to Will
Catchy title, isn't it? To Will or Not to Will. I would love to take credit for it, but it all goes to the Texas Young Lawyers Association and the State Bar of Texas. When you do as a resident of Texas, if you don't have a will, the state of Texas has one for you. It's possible that the state's … [Read more...]
March Monthly Newsletter
The March monthly newsletter is now out. It includes information on current economic conditions, how to create your own Equity Indexed Annuity, figuring out if your insurance company is secure, Roth IRA conversions, and the Making Work Pay tax credit. To view it, click here. … [Read more...]
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