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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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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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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