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.

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May 2012 Personal Finance Newsletter

June 7, 2012 By Jean Keener, CFP, CRPC

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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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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