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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May 2012 Personal Finance Newsletter

June 7, 2012

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 newsletter includes information on upcoming tax changes, research on how much you need to save for retirement, perspective on the JP Morgan Chase investment losses, and information on converting traditional IRAs to Roth in 2012.  The schedule of upcoming personal finance workshops and recent investment market performance is also included.  To read the newsletter, click here.

Filed Under: Investing, Legislative Changes, News, Newsletters, Retirement, Seminars & Events, Taxes, Your Finances Tagged With: Investing, newsletter, Retirement, Roth converson, Taxes

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Keener Financial Planning
1 day 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
1 day 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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Today, we pause to e
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Keener Financial Planning
5 days 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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