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]

  • About Us
    • Our Company
    • Our Services
    • Our Process
    • Meet our Team
    • Affiliations
    • Fee Schedule
    • Disclosure
  • Financial Planning
    • Planner Interview Questions
    • How Planners Are Paid
  • Resources
    • Client Log-In
    • Forms
  • Blog
  • Contact Us

March 2010 Newsletter

March 9, 2010

The March 2010 Newsletter is now available.  It includes an investment market update, Part II in my series on how to tap into your home equity in retirement, considerations in evaluating an early retirement offer, information on 2009 tax deduction for 2010 Haitian relief contributions, 2011 tax rate proposals found in the federal budget, credit card act provisions, and a reminder on the deadline to take advantage of the home buyers credit.  Click here to read it.

Filed Under: Investing, Legislative Changes, News, Newsletters, Retirement, Taxes, Your Finances Tagged With: credit card act, early retirement, home buyers credit, Investing, Retirement, retirement income, Taxes

Free E-Newsletter

Email Newsletter

Sign up to receive free financial planning email updates. We'll never sell your address or spam you.

Latest from Facebook

Comments Box SVG iconsUsed for the like, share, comment, and reaction icons
Keener Financial Planning
2 hours ago
Keener Financial Planning

If you're considering a Roth conversion, this article provides a good high-level summary of the considerations. Have a great weekend! ... See MoreSee Less

Link thumbnail

What Trump’s Megabill Means for Roth IRA Conversions

advisorstream.com

The tax-and-spending legislation enacted in July has tax breaks for some savers but makes an already-complex process trickier.
View on Facebook
· Share
Share on Facebook Share on Twitter Share on Linked In Share by Email
Keener Financial Planning
2 weeks ago
Keener Financial Planning

We're celebrating being Great Place to Work-Certified for the 4th year in a row! www.greatplacetowork.com/certified-company/7047689 ... See MoreSee Less

Were celebrating being Great Place to Work-Certified for the 4th year in a row! https://www.greatplacetowork.com/certified-company/7047689
View on Facebook
· Share
Share on Facebook Share on Twitter Share on Linked In Share by Email
Keener Financial Planning
4 weeks ago
Keener Financial Planning

In case you need a reminder about the perils of individual stock picking, fee only financial planner Allan Roth shares some highlights in Barron's. ... See MoreSee Less

Link thumbnail

Stock-Picking Is Fun. But the Odds of Winning Are Dismal.

advisorstream.com

Academic research shows that only a tiny fraction of stocks beat the returns of a broad index over time.
View on Facebook
· Share
Share on Facebook Share on Twitter Share on Linked In Share by Email
Load more

Discuss if we’re a good fit for you

Contact Us

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

  • Email
  • Facebook
  • Instagram
  • LinkedIn
  • Twitter

FORM CRS RELATIONSHIP SUMMARY (ADV Part 3) · Copyright © 2025 Keener Financial · All Rights Reserved