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]

  • About Us
    • Our Company
    • Our Services
    • Our Process
    • Meet our Team
    • Affiliations
    • Fee Schedule
    • Disclosure
  • Financial Planning
    • Planner Interview Questions
    • How Planners Are Paid
  • Resources
    • Client Log-In
    • Forms
  • Blog
  • Contact Us

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

Free E-Newsletter

Email Newsletter

Sign up to receive free financial planning email updates. We'll never sell your address or spam you.

Latest from Facebook

Comments Box SVG iconsUsed for the like, share, comment, and reaction icons
Author Avatar
Keener Financial Planning
1 week 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

Link thumbnail

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.
View on Facebook
· Share
Share on Facebook Share on Twitter Share on Linked In Share by Email
Author Avatar
Keener Financial Planning
1 week ago

When the dog insists on a snow day, we listen! 🐶❄️

Our office will be closed on Monday, January 26th and Tuesday, January 27th due to the weather, but our team will be working remotely. Wishing everyone a cozy day! Stay safe and warm!

We'd love to see how your pets are enjoying the snow or snuggling up while you work from home. 📸🐾
... See MoreSee Less

When the dog insists
View on Facebook
· Share
Share on Facebook Share on Twitter Share on Linked In Share by Email
Author Avatar
Keener Financial Planning
2 weeks ago

For a little light wintery weekend reading, we do a deep dive on how to assess bond fund performance. Enjoy!
... See MoreSee Less

Link thumbnail

Are Bond Funds as Bad as They Look? - Keener Financial Planning

keenerfinancial.com

Bond funds can get a bad rap when we analyze performance the same way we would a stock fund. Bond funds require a little different approach.
View on Facebook
· Share
Share on Facebook Share on Twitter Share on Linked In Share by Email
Load more

Discuss if we’re a good fit for you

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

  • Email
  • Facebook
  • Instagram
  • LinkedIn
  • Twitter

FORM CRS RELATIONSHIP SUMMARY (ADV Part 3) · Copyright © 2026 Keener Financial · All Rights Reserved