I'm pleased to announce the schedule for my first quarter 2013 Keller Personal Finance Workshops. The series is entitled Countdown to Retirement and is designed for individuals and couples within 5 – 10 years of retirement. January, Part I: Creating your Retirement Plan This session will … [Read more...]
October Personal Finance Newsletter
The October personal finance newsletter is now available. It includes the 2013 social security cost of living adjustment and maximum earnings level just announced this morning. A detailed review of the 3rd quarter investment market performance, plus 2012 year-to-date information is also covered. … [Read more...]
Q&A on 2013 tax changes
As you might imagine, whether I'm sitting at my financial planning office in Dallas or Keller, I'm having a lot of conversations right now about the tax changes scheduled for the end of the year. Following are some of the most common questions, as well as my perspective on them. Q: Do … [Read more...]
Keller Best Financial Planer 2009 – 2012
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...]
- « Previous Page
- 1
- …
- 15
- 16
- 17
- 18
- 19
- …
- 29
- Next Page »