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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Personal Finance Newsletter for December

December 6, 2013

The December financial planning newsletter is now available.  It covers several tax items:

  • Year-end tax planning tips for 2013 including new taxes to be aware of for higher income tax payers
  • IRS regulations affecting legally married same-sex tax payers for 2013

In addition, we have consideration of whether or not you should pay off your mortgage in retirement and what actions you should take as a result of stock market predictions.   As always, there’s also an investment market update.  Please click here to read the newsletter.

Filed Under: News, Newsletters, Retirement, Taxes, Your Finances Tagged With: Investing, mortgage pay-off, Retirement, same-sex couples financial planning, tax planning

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Delighted to see Keener Financial Planning at #7 on Financial Planning's 18 Best Places to Work in Money Management list. ... See MoreSee Less

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Our latest ranking of money managers' workplaces in conjunction with Best Companies Group produces a return champion and some new additions.
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If you are an American Airlines pilot considering the MBCBP, the election window closes on December 15th. Rachel and Samuel have highlighted a few key points to help guide your decision-making.

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AA Pilots: Market Based Cash Balance Plan (MBCBP) - Keener Financial Planning

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With the MBCBP election window closing on December 15th, Keener Financial Planning provides key points to guide your decision-making.
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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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