May Personal Finance Newsletter
May 16, 2011 by Jean Keener, CFP, CRPC, CFDS · Leave a Comment
The May 2011 Personal Finance Newsletter is now available. It includes articles on long-term care planning, mid-year tax considerations, and deciphering health savings vehicles. A link to a great article on the relationship between how we spend our money and happiness is also included, as well as the monthly investment market update. Click here to read the newsletter.
September Personal Finance Newsletter
September 17, 2010 by Jean Keener, CFP, CRPC, CFDS · Leave a Comment
The September 2010 personal finance newsletter is now available. It includes information on opportunities unique to 2010 for year-end tax planning, tips on teaching your college-age child about money, how a stronger dollar affects your portfolio, information on FDIC insurance now that higher limits are permanent, and a market update. Click here to read the newsletter.
August 2010 Personal Finance Newsletter
August 13, 2010 by Jean Keener, CFP, CRPC, CFDS · Leave a Comment
The August 2010 personal finance newsletter is now available. It includes information on how college scholarships are taxed, how the new healthcare law affects Medicare drug plans, and, as always, an investment market update. Enjoy! Click here to view the newsletter.
September 2009 Newsletter
September 2, 2009 by Jean Keener, CFP, CRPC, CFDS · Leave a Comment
The September 2009 newsletter is now available. It includes information on 2010 retirement plan contribution limits, health insurance protection for college students, KFP’s new Dallas office, and more. To read it, click here.
January 2009 Newsletter
January 9, 2009 by Jean Keener, CFP, CRPC, CFDS · Leave a Comment
The January 2009 newsletter is now available. It contains information on investing, saving for retirement, FDIC insurance, social security, financial preparedness for natural disasters, and information on upcoming events.
December 2008 Newsletter
December 5, 2008 by Jean Keener, CFP, CRPC, CFDS · Leave a Comment
The December Newsletter is now available.
Click here to view the newsletter.
November 2008 Newsletter
November 7, 2008 by Jean Keener, CFP, CRPC, CFDS · Leave a Comment