While Congress took the extension of many popular tax provisions down to the wire, the Tax Increase Prevention Act of 2014 passed before the end of December. All of the following provisions were among those retroactively extended, and are now effective through the end of 2014. So for those of us … [Read more...]
Why I became a financial planner
A brief video sharing why I became a fee only financial planner and how our firm is different. … [Read more...]
In the News: Female Financial Advisors Sought
I recently had the opportunity to visit with reporter Danielle Trubow about my experiences in becoming a financial planner for her article on the shortage of female financial advisors. I started Keener Financial Planning in 2008 to be able to provide objective, fee only financial planning and … [Read more...]
November Personal Finance Newsletter
Our November personal finance newsletter is now available. In addition to the investment market update, it includes several articles on personal financial planning. We have updates released by the IRS and social security administration for 2015: Retirement plan contribution limits for … [Read more...]
Investing Consistency Pays Off
If you’ve ever found yourself tempted to stop investing when the market was declining, you now have one more piece of evidence that it’s best to stick with your game plan through good and bad market conditions. A recent study analyzed 7.5 million 401(k) plan participants who participated in their … [Read more...]
Fall Retirement Planning Workshops Announced
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...]
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