If you have a child who's attending college in the fall, it's time fill out the federal government's Free Application for Federal Student Aid, the FAFSA. The FAFSA, should be filed as soon after January 1 as possible in the year your child will be attending college. The reason is that some federal … [Read more...]
December 2011 Personal Finance Newsletter
The December personal finance newsletter is now available. It includes information on a new student loan repayment program going into effect in January 2012, gift tax strategies, and tips on keeping your online accounts secure. Plus, for those that enjoy history, there's some perspective on stock … [Read more...]
Plan now for a successful 2012
Taking a few moments now to assess your financial situation can go a long way toward positioning you for success next year. Some items to consider: If Retired Have you taken any required minimum distributions from your IRAs for this year? Even if no IRA distributions are required, … [Read more...]
November Personal Finance Newsletter
The November personal finance newsletter is now available. It includes all the updates on 2012 IRA and retirement plan contribution limits, plus the 2012 social security and medicare figures. In addition, we cover the importance of long term care planning for women and information on a free … [Read more...]
Harvesting Investment Losses for Tax Purposes
You frequently hear investment professionals suggest “harvesting losses” before the end of the calendar year to save money on taxes. Loss harvesting can be a highly productive strategy, and it pays to understand how it works and when you might not want to take advantage of it. The opportunity to … [Read more...]
October Personal Finance Newsletter
The October personal finance newsletter is now available. We review the third quarter investment markets performance and provide perspective on the current economic situation. In addition, the newsletter includes information on medicare open enrollment, how markets have historically reacted to … [Read more...]
Best Financial Planner Award 2009 – 2011
Thank you to the readers of the Keller Citizen for voting Keener Financial Planning Keller's Best Financial Planner again for 2011! We greatly appreciate your support, and enjoy providing financial planning and investment advice for our clients in Keller and greater North Texas. Keener … [Read more...]
Coordinating Spousal Benefits for Social Security
Coordinating spousal benefits in filing for social security can make a big difference in your retirement income. Contrary to popular practice, it’s not automatic that each spouse should just file for social security benefits as soon as he or she retires. As a couple, you have the potential to … [Read more...]
Keller Social Security Workshop
My free workshop on social security planning at the Keller Public Library is scheduled for Tuesday, October 18 at 6:30 pm. It's designed for baby boomers to help you maximize your retirement income. If you are 55 or older, have not yet filed for social security, and live in or around Keller, you … [Read more...]
September Personal Finance Newsletter
The September personal finance newsletter is now available. It includes an update on market conditions and advice on the best response to the continued stock market volatility. In addition, we have perspective on the European debt crisis and information on spousal IRAs and healthcare flexible … [Read more...]
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