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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August 2014 Personal Finance Newsletter

August 30, 2014

The August 2014 Personal Finance Newsletter is now available.   It includes a year-to-date investment market update, plus thoughts on why we shouldn’t fear a correction.  In addition, we highlight 10 tax breaks that haven’t been extended yet for 2014 and why you may wish to consider a Roth IRA for your teen child or grandchild.  We also cover how the Windsor decision affects retirement plans, and why it’s important to review beneficiary designations.  Click here to view the newsletter.  Enjoy!

Filed Under: Investing, News, Newsletters, Retirement, Same Sex Couple Issues, Taxes, Your Finances Tagged With: Investing, Retirement, Taxes

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Keener Financial Planning
3 weeks ago

We are hiring for a Financial Planning Associate! This is a full-time role at our office in Keller, TX. keenerfinancial.com/join-our-team/financial-planning-associate/ ... See MoreSee Less

We are hiring for a
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Keener Financial Planning
1 month ago

We are closed today (2/16). ... See MoreSee Less

We are closed today
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Keener Financial Planning
2 months ago

Even though we're still working remotely today, our newsletter with key financial numbers for 2026, updates on the investment markets, and more is now available. ... See MoreSee Less

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Winter 2026 Financial Planning Newsletter - Keener Financial Planning

keenerfinancial.com

Our Financial Planning Newsletter is now available with updates for 2026 on key financial figures, investment market trends, and more.
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Contact Us

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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