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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Q4 Financial Planning Newsletter

October 25, 2021 By Jean Keener, CFP, CRPC

Q4 Financial Planning NewsletterThis quarter’s financial planning newsletter is now available.  This edition is chock-full of actionable ideas including:

  • Year-end tax legislation planning considerations
  • Updates and reminders for maximizing retirement plan contributions and HSAs, Medicare open enrollment, required minimum distributions (RMDs), and social security
  • A deep dive on HSAs and why you may want to consider maximizing one during open enrollment this year
  • Perspective on dividend stocks and retirement distribution planning
  • The Q3 investment market overview

Please click here to read the newsletter.

Filed Under: Investing, Legislative Changes, News, Newsletters, Retirement, Taxes, Your Finances Tagged With: financial planning newsletter

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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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