Our fall schedule for retirement planning workshops at the Keller Public Library has just been released. The series is entitled Countdown to Retirement and is designed for individuals and couples within 5 – 10 years of retirement. During the workshop sessions you will learn about the tools and … [Read more...]
August 2014 Personal Finance Newsletter
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 … [Read more...]
Countdown to Retirement: Free Keller Financial Workshop Series
We will be holding retirement planning workshops again this year at the Keller Public Library. The series is entitled Countdown to Retirement and is designed for individuals and couples within 5 – 10 years of retirement. February, Part I: Creating your Retirement Plan This session will cover how … [Read more...]
Social Security Benefits for Children
Your child--whether he or she is your biological child, adopted child, or stepchild--may be able to receive Social Security monthly benefits based on your earnings record if you're receiving disability or retirement benefits from Social Security, or in the event of your death. These often overlooked … [Read more...]
Personal Finance Newsletter for December
The December financial planning newsletter is now available. It covers several tax items: Year-end tax planning tips for 2013 including new taxes to be aware of for higher income tax payers IRS regulations affecting legally married same-sex tax payers for 2013 In addition, we have … [Read more...]
Best Financial Planner Keller TX 2009 – 2013
We are thankful once again to the readers of the Keller Citizen for voting Keener Financial Planning Keller’s 2013 Best of the Best Financial Planner. Receiving this public support and recognition from our local community for the fifth year in a row affirms our continuing commitment to providing … [Read more...]
D Magazine Best Financial Planners in Dallas 2013
We are honored to announce that Jean Keener, CFP®, has been selected for the 2013 D Magazine Best Financial Planners in Dallas list. She was one of many selected for this recognition. D Magazine says: "How we did it: We ask every Certified Financial Planner in the Dallas-Fort Worth Chapter of … [Read more...]
Hmm … Can Underperforming Assets Actually Help Your Portfolio Over Time?
The answer will probably be surprise you. You've likely noticed that the U.S. stock market has offered booming returns over the past three or four years: up an average of 17.4% in the past 36 months alone. Then you look at the money invested in international equities (the EAFE index up just 8.7% … [Read more...]
August 2013 Personal Finance Newsletter
The August Personal Finance Newsletter is now available. It includes information on how this summer's Supreme Court rulings on same-sex marriage affects financial planning for couples in Texas and other states. It also covers an update on the bond market, how to fix an error on your credit report, … [Read more...]
Why Hold Bonds
If you hold bonds in your investment portfolio, you've likely noticed that they experienced negative returns in second quarter this year. Bond prices go up when rates go down, and rates have been doing just that since the Reagan Administration. Back in 1982, 10-year Treasuries were paying 15%, … [Read more...]
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