Money Management for Teens - Summer Workshop - July 25th - 29th, 2011

This compelling and fun program gives students the financial tools to develop their personal philosophy about money and establish money management skills early, a skill particularly indispensable in today’s economy.

Using interactive group activities, we’ll explore the money cycle, how to set smart financial goals and achieve them, why spending plans are important, how career decisions affect your earning potential, the part philanthropy can play in your financial life, and the fundamentals of credit, debit, debt, taxes, banking tools, earning, and spending. These are fundamental principles students can rely on throughout their financial lives.

Join us this summer - Call 972-628-5490 - Course ID: MONEYM

Year End Tax Planning

Hello everyone, it’s that time of year again, time to look alive.  Sorry this post is so long but its important information and the post break on this system isn't working, Google claims it's working on it.

Yes, I know you are getting ready for the holidays and that alone can be overwhelming, but I want you to remember that you have less than 30 days to make any last minute decisions to positively affect your tax liability for the 2009 tax year. Yep, you’ve got to take action by December 31st for it to matter this year.

Review the items below to see whether you can direct things in your favor financially. Talk with your tax advisor to see if any of these items have a place in your financial position.