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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2020 SECURE Act Changes to IRAs and Required Minimum Distributions

January 23, 2020 By Hannah Szarszewski, CFP®, AFC®

The SECURE Act stands for Setting Every Community Up for Retirement Enhancement. It was signed into law on December 20, 2019 and most provisions went into effect on January 1, 2020. Lawmakers mostly focused on enhancing options and eligibility for retirement plans. However, one significant change … [Read more...]

Filed Under: Featured Posts, Legislative Changes, News, Retirement, Taxes Tagged With: inherited IRA, IRA, Retirement, RMDs, SECURE Act

October 2016 Financial Planning Newsletter

October 24, 2016 By Jean Keener, CFP, CRPC

The October Financial Planning newsletter is now available.  In addition to an investment market update, it includes an update on the social security cost-of-living adjustment, tips on inheriting an IRA, a third quarter investment summary, year-end tax tips and more.  To read the newsletter, click … [Read more...]

Filed Under: Investing, News, Newsletters, Retirement, Taxes, Your Finances Tagged With: inherited IRA, Investing, Retirement, social security, tax planning

March 2012 Personal Finance Newsletter

March 12, 2012 By Jean Keener, CFP, CRPC

The March 2012 personal finance newsletter is now available and covers several personal finance topics.  For retirement planning, we look at your options when you inherit an IRA.  For debt management, we cover how to pay down credit cards without hurting your credit.  For investing, we look at … [Read more...]

Filed Under: Debt Management, News, Newsletters, Retirement, Taxes, Your Finances Tagged With: credit, inherited IRA, Investing, market valuation, Retirement, tax planning

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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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