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 | info@keenerfinancial.com

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September Personal Finance Newsletter

September 7, 2012

The September personal finance newsletter is now available.  In addition to an investment market update, it includes information on several financial planning topics.  For retirees, we look at how remarriage affects social security.  For those in the wealth accumulation phase, we look at the considerations and rules for taking early distributions from your traditional IRA.   We also have perspective on historical mortgage rates and the upcoming December 31 “fiscal cliff.”  Plus, the newsletter includes more information about this month’s Keller financial planning session at the library.  September’s personal finance topic is Women and Money — sure to be an engaging conversation!  Click here to read the newsletter.

Filed Under: Budgeting and Saving, Debt Management, News, Newsletters, Retirement, Seminars & Events, Taxes, Women's Issues, Your Finances Tagged With: Investing, IRA distributions, mortgage rates, social security, women & money

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Keener Financial Planning
1 week ago
Keener Financial Planning

Our Spring Financial Planning Newsletter with updated investment market perspective, advice on how to handle 401(k) rollovers during times of market volatility, estate planning for your pets, and more! ... See MoreSee Less

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Spring 2025 Financial Planning Newsletter - Keener Financial Planning

keenerfinancial.com

Our Spring 2025 financial planning newsletter is now available. And there’s a lot to cover! We share tips for how to handle 401(k) rollovers during volatile market conditions and a TurboTax double-c...
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Keener Financial Planning
3 weeks ago
Keener Financial Planning

Our office will close early at 3:00 PM today and remain closed through Friday in observance of Good Friday. We will reopen with regular hours on Monday.

Wishing you a safe and wonderful weekend!
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Our office will close early at 3:00 PM today and remain closed through Friday in observance of Good Friday.  We will reopen with regular hours on Monday.

Wishing you a safe and wonderful weekend!
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Keener Financial Planning
1 month ago
Keener Financial Planning

In the midst of a tumultuous period in the investment markets, Christine Benz with Morningstar, Inc. provides a great to-do list for investors. ... See MoreSee Less

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What Now? An Investor’s To-Do List for Chaotic Markets

www.morningstar.com

A down market offers opportunities to check progress toward your long-term investing goals—and even save on taxes.
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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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