Baby boomers, learn how to maximize your social security benefits and about recent changes to the social security program. I am conducting a free social security strategy workshop at the Keller Public Library on Tuesday, February 15 at 6:30 pm. It's designed for baby boomers to help you … [Read more...]
March 2010 Newsletter
The March 2010 Newsletter is now available. It includes an investment market update, Part II in my series on how to tap into your home equity in retirement, considerations in evaluating an early retirement offer, information on 2009 tax deduction for 2010 Haitian relief contributions, 2011 tax rate … [Read more...]
February 2010 Newsletter
The February newsletter is now available. It includes an update on January stock and bond market performance, the first article in a two-part series on how to tap into your home equity for retirement income, a preview of a new financial planning service, and more. Click here to read the … [Read more...]
Pension Max: Is it right for you?
If you’re near retirement and have a pension, you may be considering a pension max strategy. With all the variables involved, it can be challenging to determine if it’s really in your best interest. First – what is pension max? Pension max is used by married couples to increase their net … [Read more...]