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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March Monthly Newsletter

March 9, 2009 By Jean Keener, CFP, CRPC

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.

Filed Under: Investing, Legislative Changes, Newsletters, Retirement, Taxes Tagged With: economy, equity indexed annuity, insurance company stability, Making Work Pay tax credit, Roth IRA conversion

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Keener Financial Planning
3 days ago
Keener Financial Planning

If you're concerned about Mint.com going away on January 1, here's a nice summary of other budgeting and spend-tracking apps out there. If you've found additional options, please post in the comments. ... See MoreSee Less

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Mint is going away, but these easy budgeting apps can take its place

www.theverge.com

Mint alternatives to help you track your finances.
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Keener Financial Planning
1 week ago
Keener Financial Planning

Just a quick heads up - we'll be closing at 3 pm this Wednesday to celebrate Thanksgiving with our loved ones. We will return to the office on Monday, November 27th.

Wishing you all a wonderful Thanksgiving filled with joy and gratitude!
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Just a quick heads up - well be closing at 3 pm this Wednesday to celebrate Thanksgiving with our loved ones.  We will return to the office on Monday, November 27th.

Wishing you all a wonderful Thanksgiving filled with joy and gratitude!
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Keener Financial Planning
2 weeks ago
Keener Financial Planning

As you consider year-end charitable giving, this cool calculator allow you to estimate if "bunching" would save you money on taxes. ... See MoreSee Less

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Schwab Charitable Bunching and Tax Savings Calculator | Schwab Charitable

content.schwab.com

A national donor-advised fund whose mission is to increase charitable giving in the United States by offering ways to give, useful information and guidance.
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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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