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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Keener Financial Planning
5 days ago

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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Keener Financial Planning
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We will be closing at 3 pm on Wednesday, November 26th through Friday, November 28th. Enjoy your Thanksgiving! ... See MoreSee Less

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Keener Financial Planning
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We compiled our clients' ideas on how to use the Your Money book to start a conversation with friends or family about money. Wishing you authentic connections and rich conversations this Thanksgiving week! ... See MoreSee Less

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How to talk about money - Keener Financial Planning

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We share client suggestions on how to use Carl Richards' book Your Money to talk about money with family and friends.
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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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