The April personal finance newsletter is now available. It includes the investment market update from January - March 2012, how to decide whether to pay down debt or save and invest, and planning for a career change. In addition, there's information on upcoming retirement income and social … [Read more...]
March 2012 Personal Finance Newsletter
The March 2012 personal finance newsletter is now available and covers several personal finance topics. For retirement planning, we look at your options when you inherit an IRA. For debt management, we cover how to pay down credit cards without hurting your credit. For investing, we look at … [Read more...]
Getting the Most Out of Your Employer Retirement Plan
I will be presenting a free financial planning workshop at the Keller Public Library on Tuesday, March 20 at 6:30 pm. The topic is How to Get the Most Out of Your Employer Retirement Plan. We will cover: How to choose the best funds with the information provided Where to get more … [Read more...]
January 2012 Personal Finance Newsletter
The January 2012 personal finance newsletter is now available. It includes a 2011 investment market recap from Dimensional Fund Advisors with data on all the major indices and a summary of the major investing themes of 2011. In addition, there's a comparison between the dividend rates of the … [Read more...]
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