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Dallas Business and Finance Financial Planning Examiner
Kimberly Perreira
Financial Planning Examiner | Bio
Find out more about Kimberly:

With an Economics degree from UC Berkeley, a CFP®, and a dozen years of experience; Kim is a conflict-free financial planner. She is passionate about educating and empowering people to make informed financial decisions. You can contact her directly at this address


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Financial Planning Examiner's Articles

Showing: Most recent articles
Thursday, November 19th, 2009
Teaching children about money is an important task. Make no mistake, children are learning and making decisions that will shape their future for...
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Wednesday, November 18th, 2009
#1: Handing out the money Simply handing out the money is a mistake that starts as young as 2 and has consequences all the way through adulthood. I...
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Wednesday, November 11th, 2009
#2: Treating all ages the same When parents use an allowance it stays pretty much the same regardless of the childs’ age. What varies is the...
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Tuesday, November 10th, 2009
#3: Overcomplicating Much of the advice out there on allowances and children recommend using some sort of system. On the simple side it involves...
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Q: Do I still qualify for the tax credit if I bought my home in 2008? If your home was purchased between April 8, 2008 and January 1, 2009 you may...
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The $8,000 tax credit for first-time home buyers purchasing a principal residence is about to end. If you are a qualified home buyer, looking at...
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During the second meeting there is often a lot of ground to cover. What the client receives varies from planner to planner. Some financial planners...
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Here are five reasons to teach your children about money. While I am sure you may have a few of your own, here are my five reasons. You can learn...
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