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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6 days ago

We're now accepting applications for our summer 2027 financial planning internship! ...

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Financial Planning Intern - Keener Financial Planning

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Fee only, as-needed financial planning firm offers financial planning internship as career opportunity for college senior graduating in 2025 or 2026.
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6 days ago

We will be closed on Monday, September 7th for Labor Day. ...

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Keener Financial Planning
4 weeks ago

Reading this blog from UK Financial Planner Dan Haylett may cause you to ask us to update your financial plan. Let us know if we need to chat! ...

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Your 12 Good Years

www.humansvsretirement.com

Here’s a number that should change how you think about retirement: 12.Not 30. Not 25. Not even 20.12That’s how long the average healthy 60-year-old has before their mobility, energy, and independe...
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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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