Keener Financial Planning provides hourly financial planning services. This approach is unusual in financial services. More commonly, financial advisors require that clients purchase a product or turn over the management of their assets to the advisor in order to receive financial advice. When … [Read more...]
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Interview with Rachel Songer, CFP®
1. Why did you become a financial planner? I knew during my high school years that I enjoyed working with numbers and this led me down the natural path of pursuing a degree in accounting. My college roommate was taking a personal financial planning class as an elective at the same time and … [Read more...]
October 2016 Financial Planning Newsletter
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 … [Read more...]
July 2016 Personal Finance Newsletter
Our July newsletter is now available. On investing, it includes a second quarter investment market review and our commentary on why fears about Brexit may be overblown. In addition, it covers the highlights of the June 2016 Social Security and Medicare Trustees' Reports and a Q&A on how the … [Read more...]
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