 Personal Money Planning
e-Newsletter Archives |
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Miss one of our newsletters? New subscriber and want to see our past issues? Just select the issue you want to see from the list below.
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- September 17, 2016
- Brexit update; Monthly Market Monitor
- September 3, 2016
- Texoma Gives; Tax benefits of giving
- August 20, 2016
- Olympics; Monthly Market Monitor; plants
- August 6, 2016
- Financial felines; Budgets; Flying cars
- July 23, 2016
- Market High; Market Top?; Monthly Market Monitor; High Rent
- July 9, 2016
- TSA Precheck; Financial Fidelity
- June 11, 2016
- Too good to be true: Monthly Market Monitor; We are (almost) all connected
- May 28, 2016
- Memorial day; Ice cream; Monthly Market Monitor
- May 7, 2016
- You think your job is killing you? Just wait for retirement; Financial Calculators; Gary for President
- April 23, 2016
- Who wants to be a millionaire?; Monthly Market Monitor; Killing off the tooth fairy
- April 9, 2016
- Act your age; The work commute; Financial Perks for the mature
- March 26, 2016
- How long is a long life? Easter, more...
- March 12, 2016
- Being smart retrieving tax returns, Monthly Market Monitor
- February 27, 2016
- Scam alert, Punctuation in texts
- February 13, 2016
- Free Seminars, Monthly Market Monitor
- January 23, 2016
- Turn off that TV; Monthly Market Monitor; Bad predictions
- January 9, 2016
- What to do if you win the lottery; Where in the world are the millionaires?
- December 26, 2015
- Monthly Market Monitor; Just in time Tax Info
- December 12 2015
- Sausage leads to cancer, so now what?; Michelle talks shopping to NewsChannelSix
- November 21, 2015
- Upcoming Seminar; Monthly Market Monitor
- November 7, 2015
- Submariner Secrets; The State of the States
- October 24, 2015
- Spelling Bee; History of Money
- October 10, 2015
- Small Business Forum/ Joe Theismann; Monthly Market Monitor
- September 26, 2015
- Supermoon/Eclipse, Super Technology, Dallas Fed Update
- September 12, 2015
- Big Brothers Big Sisters Bowl for Kids' Sake, Monthly Market Monitor
- August 29, 2015
- Panicky market; Monthly Market Monitor; Back to school savings
- August 1, 2015
- Mid-year money resolutions; Air Force Base impact on local economy; life insurance for young people
- July 18, 2015
- The first question you should ask everyone; Monthly Market Monitor
- July 11, 2015
- Special report: China's historical drop
- July 4, 2015
- Special Report on Greece, Your Money articles
- June 20, 2015
- The One-Percenters, Happy Father's Day
- June 6, 2015
- U.S.Pay Gender Gap; Save money on vacation; What song was #1 on your birthday?
- May 16, 2015
- World leader salaries; Monthly Market Monitor; Oil prices impact on Texas employment
- April 25, 2015
- SEC recommends a universal background check database for financial advisors; Why are interest rates so low?; Spring cleaning your budget
- April 11, 2015
- Does your broker know where your money is leaking? Monthly Market Monitor; Crowdfunding and taxes
- March 28, 2015
- No-cost annuities? Is gold safe?
- March 14, 2015
- Celebrate Pi day, Monthly Market Monitor, Middle class job losses
- February 14, 2015
- Michelle's new title(s), Monthly Market Monitor
- January 31, 2015
- IRS Scams
- January 17, 2015
- Monthly Market Monitor, more
- January 6, 2015
- Phone scam alert; Gary in the Who's Who
- December 20, 2014
- Navy Seabees; Monthly Market Monitor
- November 29, 2014
- Seminar information; Holiday Overspending
- November 15, 2014
- Comet landing; Monthly Market Monitor; Texas Energy Sector update
- November 1, 2014
- Curling event; Holiday Shopping
- October 11, 2014
- Fiscal New Year; Monthly Market Monitor
- September 27, 2014
- Gary's trip to Seattle; Michelle's Money Diet Plan; Financial Calculators
- September 13, 2014
- Telephone update; Monthly Market Monitor; Credit Card Use
- August 30, 2014
- We've moved!; Monthly Market Monitor; Remembering Robin Williams
- August 2, 2014
- We're moving!, Summertime fun on the cheap
- July 19 2014
- World conflict; Monthly Market Monitor
- July 5 2014
- The Money Diet Blog; Texas Employment Overview
- June 14, 2014
- Where is the market going?; Monthly Market Monitor
- May 31, 2014
- General retirement rules too general; Rent vs. Buy
- May 17, 2014
- Gary's trip to Boston; Monthly Market Monitor
- May 3, 2014
- Buffett's thoughts on investing; Money Lessons for kids
- April 19, 2014
- Your Tax Receipt; Monthly Market Monitor
- April 5, 2014
- A room with a different view; Last minute tax tips
- March 22, 2014
- The Current Account Deficit; Monthly Market Monitor
- March 8, 2014
- Problems in the Ukraine; Your Money Diet
- February 23, 2014
- Winter Olympics; Monthly Market Monitor
- February 8, 2014
- Winter Olympics; Credit Cards
- January 25, 2014
- Sharpen your financial focus; Money back Guarantee?
- January 11, 2014
- Resolve to reduce debt; Bipartisan Budget Act
- December 21, 2013
- QE3 Stimulus Taper; Monthly Market Monitor
- November 23, 2013
- Expiring Tax Breaks; Pros and Cons of Home Ownership; Monthly Market Monitor
- November 9, 2013
- Understanding Affordable Care Act; BBB Alerts
- October 26, 2013
- Fear in the Market, Monthly Market Monitor
- October 12, 2013
- Government Shutdown, Personal Budget
- September 28, 2013
- Excess IRA Contributions Deadline; Affordable Care Act and Business
- September 14, 2013
- Wall Street Corruption; Monthly Market Monitor
- August 31, 2013
- Hotter n' Hell 100; Labor Day History
- August 17, 2013
- Lessons about entrepreneurship; Monthly Market Monitor
- August 3, 2013
- College Kids and Credit Cards; Health Care Reform
- July 20, 2013
- Clean up your Estate Documents; Monthly Market Monitor
- June 15, 2013
- Protect yourself from hackers; Obamacare
- June 1, 2013
- Debt Limit Debate; Spending Money on your Business
- May 18, 2013
- Golf; Monthly Market Monitor
- May 4, 2013
- Curling; Credit Counseling; Navy SeaBees
- April 20, 2013
- Thoughts about the Boston Marathon bombins; Monthly Market Monitor
- April 6, 2013
- Protect your identity, your credit, and yourself
- March 23, 2013
- Curling; Monthly Market Monitor
- March 9, 2013
- The Sequester; Financial Advisors and the Brain
- February 23, 2013
- Conference Recap; Monthly Market Monitor
- February 9, 2013
- Funeral Consumer Alliance (FCA); Tax Tips
- January 19, 2013
- Congress Has Work to Do; Monthly Market Monitor
- January 5, 2013
- Fiscal Cliff, New Year's Resolutions
- December 22, 2012
- Gun control, U.S. Debt Clock
- December 8, 2012
- Mortgage Deductions, Monthly Market Monitor
- November 23, 2012
- Holiday Shopping, Shrinking Credit Card Debt
- November 10, 2012
- Veterans' Day; Impact of Election on Markets
- October 27, 2012
- Funeral Consumer Alliance (FCA), Money Management for Kids
- October 13, 2012
- Success takes hard work, Monthly Market Monitor
- September 29, 2012
- Recycling, Budget Dilemma
- September 15, 2012
- Cash Flow, Monthly Market Monitor
- August 25, 2012
- What is your net worth?, Financial Tips for College Freshmen
- August 11, 2012
- Funeral Consumer Alliance Guest Article, Monthly Monitor
- July 28, 2012
- Investing with Patience, LIBOR
- July 14, 2012
- Affordable Health Care Act, Monthly Market Monitor
- June 30, 2012
- Child Labor, Dishonesty
- June 16, 2012
- Too Big to Fail?; Monthly Market Monitor
- June 2, 2012
- Traveling and Credit Cards; Humorous View of Estate Planning
- May 19, 2012
- Dissecting Capital Markets; Zimbabwe Inflation
- May 5, 2012
- Funeral Consumers Alliance (FCA) guest article; Financial Help for Military Families
- April 21, 2012
- Apple Stock; The Capital Markets
- April 7, 2012
- Broker's Compensation; Federal Reserve Bank of Dallas Economic Letter
- March 24, 2012
- "Client First", Spam and Scams
- March 10, 2012
- Capital Gains and Losses, Guarded Trust
- February 18, 2012
- Military Budget Cuts, Credit Cards for Tax Payments
- February 4, 2012
- Telemarketers and Cell Phones; Choosing a Tax Advisor
- January 21, 2012
- Business Friendly States; Avoiding Scams
- January 7, 2012
- CFP designation; US and European Economy
- Decmber 24, 2011
- The Final Regulation Battle; European Debt Crisis
- December 10, 2011
- The Regulation Battle Part 4; European Debt Crisis
- November 26, 2011
- The Regulation battle part 3; Beware of Scams
- November 12, 2011
- The regulation battle part 2; Veterans and Homeownership
- October 29, 2011
- The regulation battle; Money Saving Tips for Halloween
- October 15, 2011
- Moving Forward; New Rules for Home Based Business
- October 1, 2011
- Retirement Reality Check; Living Well on Less
- September 17, 2011
- Donald Duck, The Economy
- September 3, 2011
- My Colonoscopy, U.S. Credit Rating Downgrade
- August 20, 2011
- Guns or Butter, Estate Planning 101
- August 8, 2011 Special Edition
- America's Tarnished Credit Rating
- August 6, 2011
- Dr. Flavin, Washington: Saving Problem or Spending Problem?
- July 23, 2011
- Airport Security, Important Questions to ask your Aging Parents
- July 9, 2011
- Special Report: 2nd Quarter of 2011; Two Steps Forward, One Step Back
- July 5, 2011
- Texting and Driving Law; The Economist looks at the Environment
- June 18, 2011
- The Economist
- June 4, 2011
- The Economist
- May 21, 2011
- The Economist; This Day in History
- May 7, 2011
- Airport Security; The Economist
- April 26, 2011
- Bernanke's Close-up; The Economist
- April 9, 2011
- When is a bank not a bank?
- March 26, 2011
- Impact of Disasters on Market; Economist's take on Health Reform
- March 12, 2011
- The Economist; Japan Tragedy
- February 26, 2011
- The Economist, Fake IRS Communications
- February 12, 2011
- The Economist, Balance Federal Budget
- January 29, 2011
- Workplace Happiness, Modern Portfolio Theory
- January 15, 2011
- Stock Market Basics video; IRS.gov, Tips for small business
- January 1, 2011
- Dallas Fed Reviews
- December 18, 2010
- "The Economist"--NATO; Xi Jinping, Christmas Poetry
- December 4, 2010
- Electircal Cord Safety, "The Economist"--Government Austerity Plans, Global Monetary System
- November 13, 2010
- Estate Taxes guest column--C. Dan Campbell, P.C; "The Economist"--Entrepreneurial Gene
- October 30, 2010
- "The Economist"--Pension Promises; Halloween Candy
- October 16, 2010
- SEC Investor Alert; Protect your Identity Week
- October 2, 2010
- "The Economist"--Car Clubs; "Better Business Bureau"--Modeling scams, Zombie Debt
- September 18, 2010
- "The Economist"--Next Steps for the Internet; "Social Security Online"
- September 4, 2010
- "The Economist"--Governments and Industrial Policy; "Better Business Bureau"--Protect Yourself from Scams
- August 21, 2010
- "The Economist"--looks at the justice system in America; "Business.gov"--Business plans and social media
- August 7, 2010
- "The Economist"--New Arab Era; Better Business Bureau Updates for Debit, Credit, and ATM cards
- July 24, 2010
- "The Economist"--Britain's odd couple, European Entrepreneurs; "Business.gov"--Avoiding scams; The Joy of Paid in Full
- July 10, 2010
- "The Economist"--Unemployment Benefits and China; "Business.gov"--market research resources
- July 3, 2010 SPECIAL EDITION
- Second Quarter Market Review; Also, comical overview by Bob Veres
- June 18, 2010
- "The Economist"--China's 'Hukou'. Oprah's Debt Diet.
- June 5, 2010
- "The Economist"--Vampires on Wall Street, Greece. "MyMoney.gov"--Credit and Debit Cards
- May 22, 2010
- "The Economist"-Iceland Volcano, The American Dream. "MyMoney.gov"-Savings; setting goals for saving and retirement.
- May 8, 2010
- "The Economist"-Time to Rebalance, Europe's Worrying Gerontocracy.
"Tax Information from the IRS"-Five Facts You Need to Know about Suspicious E-mails - April 24, 2010
- "The Economist"-The Cost of Health Care, US not the only government with the borrowing blues.
"Tax Information from the IRS"-Here's what happens after you file. - April 10, 2010
- "Small Business Matters"-Impact of Health Reform on Small Business.
"Tax Information from the IRS"- Ten things the IRS wants you to know about Identity Theft. - April 3, 2010 SPECIAL EDITION
- A look into at the first quarter of 2010.
"The Uptrend Continues" by Bob Veres - March 27, 2010
- Tax information from the IRS"--Errors to avoid at tax time.
"Small Business Matters"--Is Incorporation right for your business? - March 13, 2010
- "Tax Information From The IRS"-An article with 10 facts about Mortgage Debt Forgiveness.
"Stuff you may have missed on Facebook"-An article link to Focus on Unemployment.
- February 27, 2010
- "Tax Information From The IRS"-An article with 10 Facts about Capital Gains and Losses.
"Tax Information From The IRS"-An article with 7 facts on gambling winnings. - February 13, 2010
- "Roth Conversion Seminar"-An article with info on upcoming seminar.
"Getting Your Old Returns"-An article with info on how to obtain past tax returns. - January 30, 2010
- "Stocks: A Long-Term Investment"-An article regarding investing in stocks.
"Roth Conversion Seminar"-An article with info on February Seminar. - January 16, 2010
- "HR Update"-An article regarding seminar with Penny Miller.
"The Economist"-An article on bankruptcy rules.
- January 2, 2010
- "Roth Conversion Seminar"-An article regarding upcoming roth seminar.
"Sunday Newspaper Articles you may have missed"-An article with links to missed articles. - December 12, 2009
- "The Economist"-An article with links to issues from the website.
"Stuff you may have missed on Facebook"-An article with links to missed articles.
- November 28, 2009
- "Roth Conversions"-An article regarding the new tax law.
"Payback Time for Some"-An article regarding the stimulus. - November 14,2009
- "IRA & Roth Conversions Seminar"-An article with info for December 10th.
"Gambling Winning and Losing"-An article from the IRS on when to report gambling winning and losses. - October 31, 2009
- "Social Security Bonus"-An article regarding the $250 bonus for seniors.
"Keep Your Job"-An article on escaping the axe. - October 17, 2009
- "Getting Rid of Debt"-An article on the best way to pay down credit card debt.
"Get A Will"-An article on the importance of having a will. - October 3, 2009
- "Feed the Pig"-An article to help young adults take control of their finances.
"Kidpreneur"-An article on the young man earning a 6-digit income out of high school. - September 19, 2009
- "Employee or Contractor"-An article with 10 tips for business owners.
"Target-Date Mutual Funds"-An article with some problems of the funds. - September 5, 2009
- "Maximizing Social Security Benefits"-An article from AARP with two strategies for getting more from your benefits.
"360 Degrees of Financial Literacy"-An article to help make financial decisions at every stage, from childhood to retirement.
- August 22, 2009
- "Building a Sound Financial Plan"-An article with the site for articles on Retirement, Credit Repair, and College Savings.
"How to Fix the Financial Markets"-An article with the link to the article issued by the IWG. - August 8, 2009
- "Understanding Investment Risk" - An article concerning risks involved in investment decisions.
"Marketing Choices" - An article on activating a credit card. - July 25, 2009
- "Tips for New Business" - An article with tips from the IRS on starting up a new business.
"Collegiate Credit"-An article about the problems with credit cards for college students.
- July 11, 2009
- "Listen and Accept Instruction" - An article on how to better yourself and your business by simply listening.
- July 4, 2009
- "Senior Income Not Keeping Up" - Find out why seniors are still falling behind even after a large cost-of-living adjustment.
"Poop" - Learn about how this little friend of ours fits into our digestive health. - June 27, 2009
- "Money Can Buy Happiness" - an article on how to find your happiness.
"After-tax Portfolio: How Much Do You Really Have" - A look at how you should take into account the after-tax worth of your retirement savings. - June 20, 2009
- "Just Lucky?" - A look at whether companies are really great or just plain lucky.
- June 13, 2009
- "How Much Do You Need to Save?" - A link to a retirement savings calculator.
- June 6, 2009
- "Insurance is A Waste" - Gary goes through the general types of insurance you need to consider.
- May 30, 2009
- "Stop Stressing" - A look at how often you should look at your investments.
- May 23, 2009
- "Of Cards and Life" - Gary shows us how poker and life are related.
"Long-Term Care" - A link to an article about purchasing insurance from an attorney's point-of-view. - May 16, 2009
- "The Four Sins in Investing" - a compilation of Gary's five part series.
- April 25, 2009
- "Rescuing Charities" - How to help your favorite charity survive a troubled economy.
"Examining the Subprime Crisis" - A detailed explanation of the recent crisis written to economists. - April 18, 2009
- "Tax Refunds" - A few ideas on how to spend your tax refund.
"Contingency Fund" - An article discussing how to prepare for life's little emergencies. - April 11, 2009
- "College Planning" - An article on how to properly prepare for college financially.
- April 4, 2009
- "Retirement Part 4" - The last of the Retirement series, which looks at retirement lifestyle.
"Estate Planning and Investing Seminar" - An overview of topics to be discussed at Gary's seminars April 21, 2009 and April 23, 2009. - March 28, 2009
- "Retirement Part 3" - Gary will be helping you figure out how much you need to have saved up in order to afford to retire.
"Fleet Success" - A look at why now is the perfect time to reassess your investments. - March 21, 2009
- "Retirement Part 2" - The second in the retirement budgeting series.
"When the SEC Calls" - An explanation of the new way the SEC is investigating financial advisors. - March 14, 2009
- "Retirement Part 1" - The first in a series of how to establish your retirement budget.
"Small Business Facts" - Stastics about small businesses in America.
"Energy Wisdom" - Gary's views on how to handle the energy crisis.
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 Personal Money Planning
4245 Kemp Blvd., Suite 1007
Wichita Falls, Texas 76308
940-692-6885 |
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