The January 2013 personal finance newsletter is now available. It includes lots of financial planning news and updates. Starting with a review of the 2012 investment year, we also review the details of the fiscal cliff compromise and how it may affect you. In addition, there are articles on … [Read more...]
Social Security Updates
You should be aware of two recent developments for social security – one affecting workers and one retirees. For retirees On March 1, 2013, the U.S. Treasury Department will stop mailing paper benefit checks. After that date, all Social Security beneficiaries (as well as anyone receiving … [Read more...]
February 2012 Personal Finance Newsletter
The February 2012 personal finance newsletter is now available. In the newsletter, we have financial planning inspiration from Keller High School seniors to refocus on paying yourself first. For investing, it includes an investment market update and information on the new cost basis rules. For … [Read more...]
Financial Advice Quoted on Retirement Savings
I recently had the opportunity to contribute to an article for Classical Singer magazine about the complexities of financial planning for musicians. Greg Waxberg wrote the article called "Filling in the Financial Gaps" and brought together advice from many financial planners on issues with … [Read more...]
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