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danserra

  1. WSJ.com - Opinion: Dear Patients: Vote to Repeal ObamaCare http://on.wsj.com/cjYbzP 8:04 AM Sep 2nd via web
  2. RT @walletpopper Five reasons why buying a house is still a smart move http://bit.ly/bEOvoJ But still more to consider than this. 8:02 AM Sep 2nd via TweetMeme
  3. What makes us enjoy life more: Volunteering, challenging ourself, experiencing new things. Notice money is not at the top of the list? 11:16 AM Sep 1st via web
  4. http://www.bloomberg.com/news/2010-08-30/new-york-cuts-fees-for-college-savings-plan-by-almost-50-to-aid-families.html 5:41 PM Aug 30th via web
  5. Find lost Savings Bonds: Wouldn’t it be nice if we suddenly found enough cash on the sidewalk to pay our expenses ... http://bit.ly/cuU0YQ 6:54 AM Aug 23rd via twitterfeed
  6. Dallas-area homeowners insurance rates vary widely, analysis finds | | Dallas Morning News | shar.es/03337 8:08 AM Aug 18th via Tweet Button
  7. Only 1 of 5 "advisors" make financial planning center of practice, Aite Group study says. What a shame! How can you invest without a plan? 2:32 PM Aug 12th via web
  8. Morningstar research: Stock Pickers Lose Out To Index Funds 9:34 AM Aug 10th via web
  9. Study: Women lack time, financial education and trusted assistance in managing finances. All things a fee-only financial planner provide. 12:42 PM Aug 4th via web
  10. Keep up with your credit: With banks tightening their grip on loans, getting one is requiring more work and vigila... http://bit.ly/dB4vL7 7:28 AM Aug 2nd via twitterfeed
  11. @investwatchdog. That's why a CFP is preferred over a financial advisor. College degree is required. Not anyone can be a CFP overnight. 8:33 AM Jul 29th via web in reply to investwatchdog
  12. Study: Serious illness, job loss, divorce are biggest money concerns. All topics where financial planning can help avoid worries. 8:30 AM Jul 29th via ShareThis.com
  13. RT @USATODAY CNBC Top State for Business: Texas is back on top http://usat.me?39254010 7:12 AM Jul 14th via web
  14. Think your property taxes too high? Forbes analysis shows TX 4th-lowest personal tax burden in country. Not a bad place to live afterall. 7:25 AM Jun 16th via web
  15. WSJ.com - Schwab Cuts Some of Its ETF Fees http://on.wsj.com/912DId 7:58 AM Jun 15th via web
  16. Give me the fly swatter, please: (The following is a column by SFP Certified Financial Planner Dan Serra that appe... http://bit.ly/d8FciO 7:59 AM Jun 14th via twitterfeed
  17. Survey: top roadblocks to financial security: 1. living beyond ones means 2. not saving enough 3. fear of taking action. Is this you? 7:17 AM Jun 9th via web
  18. How women can benefit from financial planning: A number of recent surveys revealed the challenges women are facing... http://bit.ly/cdBkbP 10:09 AM Jun 7th via twitterfeed
  19. How to Stop Worrying and Start Saving Time and Money with Auto Bill Pay and Online Banking? - http://goo.gl/YbHZ 3:01 PM May 24th via web
  • Name Dan Serra, CFP
  • Location Plano, Texas
  • Web http://www.strate...
  • Bio Independent fee-only Certified Financial Planner (CFP) helping peak earners (doctor, executive, business owner) manage and simplify life, build a secure future
64 Following 142 Followers 17 Listed
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