Keller Social Security Planning Workshop
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...
View ArticleKeller Social Security Workshop
My free workshop on social security planning at the Keller Public Library is scheduled for Tuesday, October 18 at 6:30 pm. It’s designed for baby boomers to help you maximize your retirement income. If...
View ArticleCoordinating Spousal Benefits for Social Security
Coordinating spousal benefits in filing for social security can make a big difference in your retirement income. Contrary to popular practice, it’s not automatic that each spouse should just file for...
View ArticleSocial Security and Divorce
If you’re divorced and were married for at least 10 years, you may be entitled to social security benefits based on your former spouse’s earnings record. If your former spouse is still living Your...
View ArticleSocial 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...
View ArticleJuly/August Personal Finance Newsletter
The July/August personal finance newsletter is now available. It includes a review of the investment markets through second quarter, consideration of potential outcomes with the federal estate tax for...
View ArticleSeptember Personal Finance Newsletter
The September personal finance newsletter is now available. In addition to an investment market update, it includes information on several financial planning topics. For retirees, we look at how...
View ArticleOctober Personal Finance Newsletter
The October personal finance newsletter is now available. It includes the 2013 social security cost of living adjustment and maximum earnings level just announced this morning. A detailed review of...
View ArticleKeller 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...
View ArticleSocial Security Benefits for Children
Your child–whether he or she is your biological child, adopted child, or stepchild–may be able to receive Social Security monthly benefits based on your earnings record if you’re receiving disability...
View ArticleFall Retirement Planning Workshops Announced
Our fall schedule for retirement planning workshops at the Keller Public Library has just been released. The series is entitled Countdown to Retirement and is designed for individuals and couples...
View ArticleNovember Personal Finance Newsletter
Our November personal finance newsletter is now available. In addition to the investment market update, it includes several articles on personal financial planning. We have updates released by the IRS...
View ArticleMay 2015 Personal Finance Newsletter
The May 2015 personal finance newsletter is now available. It covers several personal financial planning topics including why consuming too much financial journalism may be hazardous to your long-term...
View ArticleMajor changes in social security strategies for retirees
As a result of the budget bill passed last week, two social security strategies that we’ve recommended to many clients over the years are no longer available or significantly limited. File and Suspend...
View ArticleNovember 2015 Financial Planning Newsletter
Our November 2015 is now available online. It includes details about the social security law changes enacted last fall, as well as action that those ages 66 – 69 before April 29 this year will want to...
View ArticleJuly 2016 Personal Finance Newsletter
Our July newsletter is now available. On investing, it includes a second quarter investment market review and our commentary on why fears about Brexit may be overblown. In addition, it covers the...
View ArticleOctober 2016 Financial Planning Newsletter
The October Financial Planning newsletter is now available. In addition to an investment market update, it includes an update on the social security cost-of-living adjustment, tips on inheriting an...
View ArticleFall Retirement Planning Workshops Announced
Our fall schedule for retirement planning workshops at the Keller Public Library has just been released. The series is entitled Countdown to Retirement and is designed for individuals and couples...
View ArticleNovember Personal Finance Newsletter
Our November personal finance newsletter is now available. In addition to the investment market update, it includes several articles on personal financial planning. We have updates released by the IRS...
View ArticleMay 2015 Personal Finance Newsletter
The May 2015 personal finance newsletter is now available. It covers several personal financial planning topics including why consuming too much financial journalism may be hazardous to your long-term...
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