Keener Financial Planning

The Spring 2024 financial planning newsletter is now available. In addition to the investment market update, we include financial spring cleaning ideas and links to some of our team’s favorite ...

https://keenerfinancial.com/spring-2024-financial-planning-newsletter/

The Winter 2024 Financial Planning Newsletter is now available. It includes an investment market update and some observations about market responses to the Fed’s actions. In addition, we provid...

https://keenerfinancial.com/winter-2024-financial-planning-newsletter/

You may have heard that you can use 529 Plan money to fund a Roth IRA. But how does it work? And why would you want to do this? College savings (529) plans are popular tools for saving for colleg...

https://keenerfinancial.com/using-a-529-plan-to-fund-a-roth-ira/

Here’s a quick-reference sheet for some of the 2024 key financial planning numbers. It includes tax brackets, retirement plan contribution maximums, education credits, estate tax exemptions, HS...

https://keenerfinancial.com/2024-key-financial-planning-numbers/

The D Magazine lists for Best Financial Planners and Top Wealth Managers for 2023 have recently been released. We’re delighted to once again be included in both of them. Patty Priddy and Jean K...

https://keenerfinancial.com/keener-financial-in-d-magazine-2023-best-financial-planners-and-top-wealth-managers/

The fall 2023 financial planning newsletter is now available. We cover an update on the investment markets along with year-end planning reminders. Plus, we cover how to give to charities and your...

https://keenerfinancial.com/fall-2023-financial-planning-newsletter/

Many of our clients plan to leave part of their estate to charity and part of it to individual people. If this is one of your goals, you can maximize the value of your gift by thinking about inco...

https://keenerfinancial.com/tax-efficient-beneficiary-designations/

We recommend that you not attempt market timing. Mutual fund company Dimensional Fund Advisors recently crunched the numbers on how much it can cost. It’s not pretty. Market timing can cost mor...

https://keenerfinancial.com/how-much-can-marketing-timing-cost/

Our summer 2023 financial planning newsletter is now available. In addition to the investment market updates, it includes tips on retirement contributions including the new rules for 2024 401(k) ...

https://keenerfinancial.com/summer-2023-financial-planning-newsletter/

Now that interest rates are higher, you may be wondering whether it makes sense to invest in a bond fund when you can earn a relatively high rate of return on cash through money market, CDs, trea...

https://keenerfinancial.com/cash-vs-bonds-in-2023/