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 2017 Financial Planning Newsletter

April 24, 2017 By Jean Keener, CFP, CRPC

Our April financial planning newsletter is now available.  It covers an update on the investment markets for first quarter, along with our perspective on current market valuations.  In addition, we give you the most important retirement plan and tax limits for 2017 — if you haven’t already reviewed your 401k contribution levels for this year, now is a great time.  Plus, we have information on who needs to file a gift tax return and IRS-approved ways to avoid the 10% early withdrawal penalty on your retirement plans.  Please click here to read the newsletter.

Filed Under: Investing, News, Newsletters, Retirement, Taxes, Your Finances Tagged With: Investing, Retirement, Taxes

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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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