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  • Links to other helpful sites:
  •    Retirement Issues

    If you make less than $100,000. per year you should consider converting your Traditional IRA into a Roth IRA:

  •       Planning Tools: Roth IRA Conversion Analyzer
  •  
    Planning for retirement, see how much income you will need to have a lifestyle you can enjoy! Go to the investments calculator to crunch some numbers.
               Retirement Planning Calculator

    Planning for College, looking for scholarships and borrowing:

        This is one of the best and most comprehensive sites I have found without a doubt. Well worth your time to explore all of its valuable information. It is sponsored by the Texas Higher education board.

         College for Texans

         Wow! It takes some work to write essays to qualify but the money is well worth the time. Plus, it has a calendar of what to do each year to be prepared for college starting as a high school sophomore.

                        

        Investing in CD's, try using this CD laddering calculator to maximize your returns or how to reach your savings goals:

       CD Laddering Calculator and Savings Calculator

      This site will also list the current rates on fixed rate products in the market.

     

    As always call my office 713-252-0910 or email me and lets discuss the details of what you should do and the implications regarding all aspects of your financial decisions.

     

     

     

     
    Send mail to stan_Burge@theburgecompany.com with questions or comments about this web site.  Copyright © 2004 The Burge Company 
    Music by James Taylor
    Financial Road Map® by Bill Bachrach and From Values Based Financial Planning Book
     
    Photos by courtesy of www.Bigfoto.com
    Last modified:12/27/2007