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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April 2009 Newsletter

April 6, 2009 By Jean Keener, CFP, CRPC

The April 2009 newsletter is now available online.  It includes an update on market conditions, plus information on the Cobra subsidy, writing off worthless securities on your taxes, an estate planning pitfall to avoid, a conversation for parents about saving for retirement vs. college, and a how-to on budgeting.  Click here to read the newsletter.

Filed Under: Budgeting and Saving, College Funding, Debt Management, Estate Planning, Investing, Legislative Changes, Newsletters, Retirement, Taxes Tagged With: budgeting and saving, college, estate planning, Investing, market update, Retirement, worthless securities

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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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