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danserra

  1. OppenheimerFunds to pay $20 million to Oregon's 529 account holders over heavy losses in college savings plan. Let's hope Texas follows. 9:01 AM Nov 20th from web
  2. Glad to see my 4-year-old already a smart shopper: http://bit.ly/2nQOVU via @addthis 4:18 PM Nov 16th from web
  3. What You Get From a Fee-Only Financial Planner (like me): http://bit.ly/4mi2Qi via @addthis 12:41 PM Nov 10th from web
  4. Not happy at home? Move: http://bit.ly/1Lcdhw 9:58 AM Nov 10th from web
  5. Trying to figure out why a monitor won't come on when the PC is working fine. Nothing like tech problems to throw off your schedule! 8:05 AM Nov 5th from web
  6. Private room nursing home rates rose 3.3% to $219 day or $79,935 year in '09, assisted living up 3.3% average to $3,131 month - MetLife 8:11 AM Nov 2nd from web
  7. Financial Planning Fees You See and Those You Don’t: http://bit.ly/4q22Cj via @addthis 8:03 AM Oct 28th from web
  8. RT @billshrink The Top 12 Internet Scams of the 2000s http://retwt.me/1z4bL 7:16 AM Oct 28th from TweetMeme
  9. Credit card companies boosting payment requirements - Sacramento Opinion - Sacramento Editorial | Sacramento Bee - http://shar.es/1lc3K 7:29 AM Oct 12th from ShareThis.com
  10. Thanks for RT @takingcharge: "Credit card companies boosting payment requirements" - good straightforward advice by @DanSerra 7:28 AM Oct 12th from web
  11. Morningstar: After accounting for risk, size, and style, only 37% of active funds beat their Morningstar index over the past three years 7:15 AM Oct 12th from web
  12. The next subprime crisis: Saving the elderly from reverse mortgage abuses? http://tinyurl.com/ycbejmy 10:31 AM Oct 7th from web
  13. Participated in Financial Planning Hotline: Experts field debt questions on financial hotline | Dallas Morning News | http://shar.es/14qAB 7:51 AM Oct 5th from ShareThis.com
  14. break at park wiith kids. finally cooler. 10:35 AM Oct 3rd from AT&T Social Net
  15. Financial health starts with managing expenses - My column in the Sacramento Bee - http://shar.es/1ugCt 7:43 PM Sep 28th from ShareThis.com
  16. What worries us financially, but most don't take action to fix: http://www.businesswire.com... 10:58 AM Sep 24th from web
  17. Chase and Bank of America Revise Fee Policies - http://bit.ly/ihZMt 9:48 AM Sep 23rd from TimesPeople
  18. WSJ.com - Higher Taxes Are Coming. Are You Prepared? http://bit.ly/8Qoiq 5:12 PM Sep 13th from web
  19. Money Market gov guarantee program ending: http://bit.ly/T4KUT . I'm earning more elsewhere, anyway, and it's still gov. protected. 10:20 AM Sep 10th from web
  20. Survey: 42% unaware of Roth IRA changes in 2010. Many will miss 1 of biggest opportunities in financial planning, IMO 12:02 PM Sep 9th from web
  • Name Dan Serra, CFP
  • Location Plano, Texas
  • Web http://www.danser...
  • Bio Independent fee-only Certified Financial Planner (CFP) helping peak earners (doctor, executive, business owner) manage and simplify life, build a secure future
44 Following 83 Followers 10 Listed
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