Money & Your Life

• Meet the author

  Dan Serra is a CERTIFIED FINANCIAL PLANNER® Professional in Plano, Texas (just north of Dallas). He is also a personal finance author, printed in newspapers, magazines and Web sites nationwide. His focus is on life planning: helping clients make financial decisions that create a better life. A planner with Strategic Financial Planning, the firm specializes in working with peak earners including doctors, executives and business owners to manage and simplify their lives. Contact him at serrafinance @ yahoo.com.

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• More Info

  • About Dan
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  • Dan’s columns – 2008
  • Dan’s columns – 2009
  • My SIMPLE System
  • Why the blog?

• Dan Serra on Twitter

  • What You Get From a Fee-Only Financial Planner (like me): http://bit.ly/4mi2Qi via @addthis 2 hours ago
  • Not happy at home? Move: http://bit.ly/1Lcdhw 5 hours ago
  • 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! 5 days ago
  • 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 1 week ago
  • Financial Planning Fees You See and Those You Don’t: http://bit.ly/4q22Cj via @addthis 1 week ago

• Archives

  • July 2009
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  November 2009

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