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
12 hours ago
Keener Financial Planning

Happy Friday! As you head out to the weekend, we wanted to update you on how we're using AI at Keener Financial Planning. Please let us know of any questions! ... See MoreSee Less

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How We're Using AI - Keener Financial Planning

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We share how we're protecting client data security, ensuring continued accuracy and personalization, and seeking efficiency with AI.
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Keener Financial Planning
1 day ago
Keener Financial Planning

A very helpful Q&A from Forbes on the provisions in the new law! This bill went through a lot of revisions, so Forbes covers some of the provisions that actually made it into the final version (and what didn't). ... See MoreSee Less

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Answers To Your Individual Tax Questions About The One Big Beautiful Bill Act

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Got questions about the new deductions for seniors, tips, overtime and car loans? Here’s what readers have been asking—and the answers—about those, as well as other updated tax provisions.
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Keener Financial Planning
1 week ago
Keener Financial Planning

We will be closing at 3 pm today (7/3) and remain closed for Friday (7/4).

Wishing everyone a happy and safe 4th of July weekend!
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We will be closing at 3 pm today (7/3) and remain closed for Friday (7/4).  

Wishing everyone a happy and safe 4th of July weekend!
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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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