The August Personal Finance Newsletter is now available. It includes information on how this summer's Supreme Court rulings on same-sex marriage affects financial planning for couples in Texas and other states. It also covers an update on the bond market, how to fix an error on your credit report, … [Read more...]
Keller Retirement Planning Workshops 2013 Schedule
I'm pleased to announce the schedule for my first quarter 2013 Keller Personal Finance Workshops. The series is entitled Countdown to Retirement and is designed for individuals and couples within 5 – 10 years of retirement. January, Part I: Creating your Retirement Plan This session will … [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...]