Keener Financial Planning

Keener Financial Planning is a Fee only Certified Financial Planner in Dallas, Ft. Worth, and Keller, TX. Call us to schedule today at (817) 993-0401.

817-993-0401 | [email protected]

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June 2012 Personal Finance Newsletter

July 3, 2012

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 we have practical information on employer retirement plans including how your company going out of business affects your plan and what to do if you’re auto-enrolled in your 401k.  Two interesting perspective pieces from financial columnist Bob Veres on IPO pricing and anomalies in bond interest rates are also included.  Click here to read the newsletter.

Filed Under: Investing, Legislative Changes, News, Newsletters, Retirement, Taxes, Your Finances Tagged With: 3.8% Medicare tax, 401(k), healthcare law, Investing, retirement plans

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Keener Financial Planning
3 days ago

Such a fun book club yesterday! We'll be doing it again on Thursday in Dallas and Friday on zoom. ... See MoreSee Less

Such a fun book club
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Keener Financial Planning
3 days ago

Today, we pause to express our deepest gratitude to all who serve our country in the military. Your courage, dedication, and sacrifice protect the freedoms we cherish every day.

A heartfelt thank you to our incredible clients who have served, to a valued member of our team who has worn the uniform, and to all veterans beyond our community.

Your service inspires us.
Thank You and Happy Veterans Day! ❤️🤍💙
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Keener Financial Planning
1 week ago

Book Club next week! If you haven't RSVP'd yet, please let us know you're coming. ... See MoreSee Less

Book Club next week!
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Main Office:

1692 Keller Parkway
Keller, TX 76248

Ph: 817-993-0401
Fax: 817-993-0002

Satellite Office:

2626 Cole Avenue, 3rd floor
Dallas, TX 75201

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