Our summer 2025 financial planning newsletter is now available with LOTS of great information. In addition to updates on the investment markets, we share tips on determining whether taxable or municipal bonds are best for you. We also include 2 sections on tax-planning strategies around the One Big Beautiful Bill Act (OBBBA) and share an update on the Charles Schwab class action lawsuit. Plus, we have reminders on how to avoid fraud with the Real ID requirement, updates on how we’re using AI at Keener Financial Planning, and more. Please click here to read the newsletter.