If you've lost your job since September 1 of last year, you'll want to read this post. The American Recovery and Reinvestment Act (the Act) provides COBRA premium assistance, which offers a temporary 65% reduction in COBRA premiums for eligible beneficiaries. This new provision will affect former … [Read more...]
March Monthly Newsletter
The March monthly newsletter is now out. It includes information on current economic conditions, how to create your own Equity Indexed Annuity, figuring out if your insurance company is secure, Roth IRA conversions, and the Making Work Pay tax credit. To view it, click here. … [Read more...]
Interview with Channel 11’s Joel Thomas
See my interview with Channel 11's Joel Thomas on the day of the Your Money Bus tour. We talked about the importance of saving and planning for how you want to live now and in the future. Coverage of the Your Money Bus tour was included as part of their Surviving 09 … [Read more...]
The Stimulus Act and You
On February 17, 2009, President Obama signed into law the American Recovery and Reinvestment Act of 2009 (the 2009 "Stimulus Act"). The legislation carries a projected cost of $787 billion, and contains hundreds of provisions. Key provisions that may be relevant to you include: New Making Work … [Read more...]
Free Financial Advice Bus Tour in D-FW
Mark your calendars for February 23 from 11:30 to 1:30. The national Your Money Bus tour will be making a stop at a place near and dear to my heart – Southlake Central Market. Local financial advisors, including me, will be there to answer your financial questions at no charge. We’re all keenly … [Read more...]
February 2009 Newsletter
The February 2009 KFP newsletter is now available. The topics for this month are: What to do when your employer stops matching your 401(k), working during retirement, college costs update, and your credit score. There's also some information on the Your Money Bus tour stop in D-FW. … [Read more...]
Working During Retirement
Planning on working during retirement? If so, you're not alone. An increasing number of employees nearing retirement plan to work at least some period of time during their retirement years. Why work during retirement? Clearly, if you work during retirement, you'll be earning money and relying less … [Read more...]
KFP is Chamber Member of the Month
On Friday at the Greater Keller Chamber of Commerce monthly luncheon, Keener Financial Planning received the Member of the Month award. This was a huge honor, and I really appreciate the chamber for recognizing the company's contributions to the community and chamber in this way. Thank you! … [Read more...]
January 2009 Newsletter
The January 2009 newsletter is now available. It contains information on investing, saving for retirement, FDIC insurance, social security, financial preparedness for natural disasters, and information on upcoming events. … [Read more...]
FDIC Insurance
What's protected? Bank deposits are protected by the Federal Deposit Insurance Corporation (FDIC), an independent agency backed by the full faith and credit of the U.S. government. FDIC insurance covers both demand deposits, such as checking, NOW, savings, and money market deposit accounts, and … [Read more...]