The spring financial planning newsletter is now available. It includes an investment market update, as well as insight on FDIC and SIPC coverage. We also provide links to adjust your tax withholding if needed now that the 2022 tax filing deadline has passed. In addition, we highlight Rachel Songer's … [Read more...]
Buying a car in the 2020s
Buying a car? I’d always heard that your vehicle was a depreciating asset. Outside of classic cars, the joke was always “you lose 50% of the value the minute you drive it off the lot.” Then COVID came along and it seemed that the reverse might be true. Used cars were suddenly appreciating … [Read more...]
Financial Planning 2023 Q1 Newsletter
The 2023 Q1 financial planning newsletter is now available. It includes highlights of the Secure Act 2.0 and how it will affect you, as well as student loan and investment market updates. In addition, we cover 2023 retirement plan contribution limits and tax season reminders. Please click here to … [Read more...]
Family Glitch 2023 Fix
There's a 2023 fix for the ACA "Family Glitch." Since the inception of the affordable care act (ACA), if your employer offered affordable health insurance coverage for you as an employee, you were ineligible for ACA subsidies for your family members even if adding them to your employer plan was not … [Read more...]
Recessions and Investments
Whether we have a recession coming and how the investment markets will react is on many people's minds right now. While we can't predict either of those things, we can gain insight from how the investment markets behaved during the global financial crisis from January 2007 - December 2010. … [Read more...]
Best Financial Planners and Top Wealth Managers – D Magazine 2022
D Magazine has once again released their Best Financial Planners and Top Wealth Managers lists for 2022. We're super thrilled to be included in both of them. Patty Priddy and Jean Keener have been named to the Best Financial Planners list. According to D Magazine, they compile the list by … [Read more...]
Q4 2022 Personal Financial Planning Newsletter
Our Q4 personal financial planning newsletter is now available. It's packed with information on the investment markets - actions you can take, how to manage your personal volatility, perspective on bonds, and updates on year-to-date results. As part of looking at the investment performance, we also … [Read more...]
Securing Your Digital Life
In a world where the majority of our financial, professional, and personal transactions are conducted online, taking steps to secure your digital life is no longer optional. Cybercrime continues to increase each year. Consider these statistics: At least 330 million people were victims of some … [Read more...]
Virtual Financial Planning Meetings
Many of our clients are opting for virtual financial planning meetings. So, we created this brief video to share how they work. We've found that video financial planning meetings offer convenience for both local Dallas-Fort Worth clients and those that may be further away. Some of our clients … [Read more...]
Financial Planning Internship
I recently interviewed Geselle Avalos, a senior at Texas Tech in the personal financial planning program, about what it's like doing a financial planning internship at Keener. Our 2022 intern, Steven Myers, is now a Financial Planning Associate with the firm. Here's the video we did with him … [Read more...]
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