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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November/December Personal Finance Newsletter

December 26, 2012 By Jean Keener, CFP, CRPC

The November/December Personal Finance Newsletter is now available.  It includes information on the 2013 retirement plan limits and an update on investment market performance.  There are also two articles relevant to the fiscal cliff negotiations — a review of the considerations in harvesting long term capital gains and a discussion of the special dividend payments many companies are making this year.   In addition, the 2013 schedule for Keller free retirement planning workshops is listed, and an article on giving wisely to charity.  Please click here to read the newsletter.

Filed Under: Investing, Legislative Changes, Living Well, News, Newsletters, Retirement, Taxes, Your Finances Tagged With: charitable giving, Investing, Retirement, 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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