Keener Financial Planning

Keener Financial Planning is a Fee only Certified Financial Planner in Dallas, Ft. Worth, and Keller, TX. Call us to schedule today at (817) 993-0401.

817-993-0401 | [email protected]

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November/December Personal Finance Newsletter

December 26, 2012

The November/December Personal Finance Newsletter is now available.  It includes information on the 2013 retirement plan limits and an update on investment market performance.  There are also two articles relevant to the fiscal cliff negotiations — a review of the considerations in harvesting long term capital gains and a discussion of the special dividend payments many companies are making this year.   In addition, the 2013 schedule for Keller free retirement planning workshops is listed, and an article on giving wisely to charity.  Please click here to read the newsletter.

Filed Under: Investing, Legislative Changes, Living Well, News, Newsletters, Retirement, Taxes, Your Finances Tagged With: charitable giving, Investing, Retirement, Taxes

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2 days ago

Delighted to see Keener Financial Planning at #7 on Financial Planning's 18 Best Places to Work in Money Management list. ... See MoreSee Less

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The 18 best places to work in money management

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Our latest ranking of money managers' workplaces in conjunction with Best Companies Group produces a return champion and some new additions.
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Medicare part D open enrollment ends this Sunday - if you haven't evaluated your plan yet, please make time this week! ... See MoreSee Less

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HeyMOE—Medicare Part D Open Enrollment Automatic Comparison Tool | Simplify Medicare Plans Today

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If you are an American Airlines pilot considering the MBCBP, the election window closes on December 15th. Rachel and Samuel have highlighted a few key points to help guide your decision-making.

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AA Pilots: Market Based Cash Balance Plan (MBCBP) - Keener Financial Planning

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With the MBCBP election window closing on December 15th, Keener Financial Planning provides key points to guide your decision-making.
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Main Office:

1692 Keller Parkway
Keller, TX 76248

Ph: 817-993-0401
Fax: 817-993-0002

Satellite Office:

2626 Cole Avenue, 3rd floor
Dallas, TX 75201

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