Thank you to the readers of the Keller Citizen for voting Keener Financial Planning Keller’s 2012 Best of the Best Financial Planner again this year! We greatly appreciate your support. Keener Financial Planning’s mission is to provide objective, expert financial advice tailored to your unique … [Read more...]
September Personal Finance Newsletter
The September personal finance newsletter is now available. In addition to an investment market update, it includes information on several financial planning topics. For retirees, we look at how remarriage affects social security. For those in the wealth accumulation phase, we look at the … [Read more...]
July/August Personal Finance Newsletter
The July/August personal finance newsletter is now available. It includes a review of the investment markets through second quarter, consideration of potential outcomes with the federal estate tax for 2013, and an announcement about the personal financial planning workshop schedule for this fall in … [Read more...]
Gold in your Portfolio
I encounter many questions and discussions with clients on whether gold belongs in a portfolio. The following article from Dimensional Fund Advisors takes an in-depth look at gold's long-term performance and is worth reading as you consider this issue. Is Gold Worth It's Weight in a … [Read more...]
Social Security Updates
You should be aware of two recent developments for social security – one affecting workers and one retirees. For retirees On March 1, 2013, the U.S. Treasury Department will stop mailing paper benefit checks. After that date, all Social Security beneficiaries (as well as anyone receiving … [Read more...]
June 2012 Personal Finance Newsletter
The June newsletter is now available. With the Supreme Court upholding the healthcare law last week, you will want to read the article and watch the video on how the new 3.8% Medicare tax works so you can begin incorporating this into your financial plans if it affects you. Also in this newsletter … [Read more...]
May 2012 Personal Finance Newsletter
The May 2012 personal financial planning newsletter is now available online. If you've been waiting for it's arrival, you may want to sign up to receive it through email on the same day it's sent to clients and friends. Sign up is available at https://keenerfinancial.com/about. The May … [Read more...]
Keller Social Security Workshop Schedule Change
The social security workshop scheduled for this Saturday at the Conservatory in Keller has been postponed. The new date is to be determined. The June social security workshop at the Keller Public Library is still on. It's scheduled for the third Tuesday, June 19 at 6:30 pm. The social security … [Read more...]
April 2012 Personal Finance Newsletter
The April personal finance newsletter is now available. It includes the investment market update from January - March 2012, how to decide whether to pay down debt or save and invest, and planning for a career change. In addition, there's information on upcoming retirement income and social … [Read more...]
What’s Your Money Story?
Following is a very special guest post from Dr. Tim Kincaid. Tim generously shares part of his journey with money and offers a process to further develop each of our money stories. Financial planning is about so much more than the money, and Tim highlights some key insights on how we can each more … [Read more...]
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