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Personal Money Planning, Investment Advisory Service, Wichita Falls, TX

 

4245 Kemp Blvd., Suite 1007
Wichita Falls, TX 76308
940-692-6885

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How to Create Diversity in Socially Responsible Investing

Submitted by Personal Money Planning on August 8th, 2018

By Gary Silverman, CFP®

Tags:
  • Investing
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Managing your Socially Responsible Investments, Part 1

Submitted by Personal Money Planning on August 1st, 2018

 

By Gary Silverman, CFP®

Tags:
  • Investing
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Fixing Social Security: What Needs to be Done

Submitted by Personal Money Planning on July 25th, 2018

By Gary Silverman, CFP®

Tags:
  • Social Security
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Fixing Social Security: Cutting Benefits

Submitted by Personal Money Planning on July 11th, 2018

 

By Gary Silverman, CFP®

Tags:
  • Social Security
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Fixing Social Security: Increasing Taxes

Submitted by Personal Money Planning on July 4th, 2018

 

By Gary Silverman, CFP®

Last week I opened a discussion of Social Security and how to fix it. The proposed fixes are numerous but fall into two basic camps. Raise revenue (taxes) or lower spending (benefits).

Tags:
  • Social Security
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Fixing Social Security: Part One

Submitted by Personal Money Planning on June 27th, 2018

By Gary Silverman, CFP®

The Social Security system is big. It is the single largest program in the federal government’s budget. Almost one-quarter of all federal dollars spent is done so through the Social Security Administration. It is also the primary provider of income to the majority of our nation’s retired folks.

Tags:
  • Retirement
  • Social Security
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A Tale of Two Neighbors

Submitted by Personal Money Planning on June 20th, 2018

By Gary Silverman, CFP®

Two houses. Almost identical. Two sets of owners. About the same in age and income. Different parts of town. 

Tags:
  • Wichita Falls
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Discipline Necessary for Planning Retirement

Submitted by Personal Money Planning on June 13th, 2018

By Gary Silverman, CFP®

Tags:
  • Retirement
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Video: Saving For Your Child's School

Submitted by Personal Money Planning on June 8th, 2018

 A post-secondary degree is essential for some to earn a foothold in the workforce. 

 
Tags:
  • Education
  • Saving Tips

Problems with the 4% Rule

Submitted by Personal Money Planning on June 7th, 2018

By Gary Silverman, CFP®

Last week I introduced the 4% rule when it comes to retirement. It means you could draw up to 4% of your portfolio your first retirement year and then, adjusting for inflation, keep that up for at least 30 years. Sounds great, but it has problems.

Tags:
  • Retirement
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