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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October 2016 Financial Planning Newsletter

October 24, 2016 By Jean Keener, CFP, CRPC

The October Financial Planning newsletter is now available.  In addition to an investment market update, it includes an update on the social security cost-of-living adjustment, tips on inheriting an IRA, a third quarter investment summary, year-end tax tips and more.  To read the newsletter, click here.

Filed Under: Investing, News, Newsletters, Retirement, Taxes, Your Finances Tagged With: inherited IRA, Investing, Retirement, social security, tax planning

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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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