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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March Monthly Newsletter

March 9, 2009 By Jean Keener, CFP, CRPC

The March monthly newsletter is now out.  It includes information on current economic conditions, how to create your own Equity Indexed Annuity, figuring out if your insurance company is secure, Roth IRA conversions, and the Making Work Pay tax credit.  To view it, click here. … [Read more...]

Filed Under: Investing, Legislative Changes, Newsletters, Retirement, Taxes Tagged With: economy, equity indexed annuity, insurance company stability, Making Work Pay tax credit, Roth IRA conversion

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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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