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...]
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...]
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...]
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