The July personal financial planning newsletter is now available. Because of the tumultuous investment markets and economic uncertainty, the newsletter includes two investing columns -- one a recap of the second quarter market performance with a look forward, and another by Jim Parker with … [Read more...]
Keller Free Financial Workshop
How much insurance do you really need? It can often seem challenging to get an objective answer to this question. On Tuesday, October 19, at 6:30 pm, I will be presenting a free personal finance workshop at the Keller Public Library on life insurance, disability insurance, and long-term care … [Read more...]
When an Insurance Company Fails
Last week I attended the Financial Planning Association annual symposium in Dallas, and one of the speakers was Bart Boles, executive director for Texas' insurance guaranty association. He shared the association's processes when an insurance company fails, and how we as the consumer would likely be … [Read more...]