I am conducting a free social security strategy workshop at the Keller Public Library on Tuesday, July 19 at 6:30 pm. It's designed for baby boomers to help you maximize your retirement income. If you are 55 or older, have not yet filed for social security, and live in or around Keller, you should … [Read more...]
July Personal Finance Newsletter
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...]
Maximizing Social Security Survivor’s Benefits
When you think of Social Security, you probably think of retirement. However, Social Security can also provide much-needed income to your family members when you die, making their financial lives easier. Your family may be entitled to receive survivor's benefits based on your work record When you … [Read more...]
April Personal Finance Newsletter
The April 2011 Personal Finance Newsletter is now available. This month's newsletter includes a reminder on Monday's 2010 IRA contribution deadline and information on social security statements being suspended. We also have articles on the estate tax exemption portability and the opportunity for … [Read more...]
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