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 By Jean Keener, CFP, CRPC

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

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

Latest from Twitter

Tweets by @keenerfinancial

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
  • LinkedIn
  • Twitter

FORM CRS RELATIONSHIP SUMMARY (ADV Part 3) · Copyright © 2023 Keener Financial · All Rights Reserved