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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November Personal Finance Newsletter

November 3, 2014 By Jean Keener, CFP, CRPC

November 2014 Personal Finance NewsletterOur November personal finance newsletter is now available.  In addition to the investment market update, it includes several articles on personal financial planning.

We have updates released by the IRS and social security administration for 2015:

  • Retirement plan contribution limits for 2015
  • Social security inflation adjustments
  • Medicare premium and open enrollment information

In addition, we look at how to plan for the care of your pets if they outlive you, including considering the use of  a pet trust in your estate plan.  We also look at why losses matter in investing, and how to manage the 3.8% medicare surtax if you’re affected by it.

As fee only financial planners, we use these newsletters to bring you objective information to help your financial situation and hope you find them useful. Please click here to read the newsletter.

Filed Under: Estate Planning, Investing, News, Newsletters, Retirement, Taxes Tagged With: estate planning, Investing, retirement plan contribution limits, social security, 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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