MESSENGER
Keener Financial Planning updated their business hours.
Keener Financial Planning updated their phone number.
We're so excited to announce our new home in Keller at 1692 Keller Parkway!
Congratulations to our Director of Operations Kelli Hinton on earning her Financial Paraplanner Qualified Professional (FPQP™) designation this week! We're always learning at KFP! You can get to know Kelli on the Meet Our Team page. https://keenerfinancial.com/about/meet-our-team/
So many tax planning opportunities to make a difference in a financial plan!
KITCES.COM
Harvesting Capital Gains Vs Roth Conversions At 0% Tax Rates
Helpful perspective from Dimensional Fund Advisors
US.DIMENSIONAL.COM
When It’s Value vs. Growth, History Is on Value’s Side
Please join us for our Open House! RSVP at https://form.jotform.com/Keener_Financial/OpenHouse
Update on the Schwab / TD merger: It's final https://www.thinkadvisor.com/2020/10/06/schwab-26b-td-ameritrade-deal-is-done/ But integration of the two firms still 18-36 months away.
THINKADVISOR.COM
Schwab-TD Ameritrade Merger Has Closed | ThinkAdvisor
A quick video (with catchy music!) that addresses a discussion we're having with lots of clients right now.
DIMENSIONAL.COM
How Much Impact Does the President Have on Stocks?
Open house today from 9 to 12 at 1692 Keller Parkway. Come on by!
Several of our CFPs are attending the NAPFA conference this week. We just learned about a really cool tool from Heather Jarvis, Student Loan Expert to simulate student loan repayment scenarios. https://www.vin.com/studentdebtcenter/default.aspx?pid=14352&id=7578014
VIN.COM
Student Debt Center - VIN
Some free training on how to protect yourself while using social media. Available from our vendor through October 31.
TRAINING.KNOWBE4.COM
KnowBe4
Today October 15 is HSA Awareness day! Health Savings Accounts are super cool, tax advantaged savings tools. A great overview is at this link. We'd be happy to help you figure out if it's a good resource for your situation. https://www.hsabank.com/hsabank/Members/hsas-to-z
Nothing Biden-tax-plan-specific for most of us to do other than defer deductions that won't help us for sure this year ... but some interesting considerations for Year-End Tax Planning in 2020
KITCES.COM
Year-End Tax Planning For Biden Tax Plan
If you know you need to get a will done, here's a free webinar this Wednesday at noon from Attorney Tammy Silvas designed to inform and educate on the process.
SILVASLAW.COM
Estate & Legacy Planning | Silvas Law, PC
Welcome to our happy space! We are delighted to share this 4 minute virtual tour of our new office in Keller at 1692 Keller Parkway. We look forward to many years of hearing about our clients’ goals from these rooms — whether you’re here in person or connecting with us online. And then working together to put the financial pieces in place to achieve them.
As we all deal with uncertainty this morning, we'd like to share some historical context and suggest a focus on the long term. And, of course, we're here to chat if you have concerns about your portfolio or financial plan.
KEENERFINANCIAL.COM
How Stocks Perform in Election Months - Keener Financial Planning
Some non-election-related news for you today ... and it's good!
US.DIMENSIONAL.COM
Dimensional Reduces US Mutual Fund Management Fees
Social security cost of living adjustment for 2021 is 1.3%. https://www.ssa.gov/news/press/releases/2020/#10-2020-1 Maximum wages subject to social security tax are $142,800.
SSA.GOV
Press Release | Press Office | SSA
This article sums up the data nicely ...
FINANCE.YAHOO.COM
Stocks usually go up: Morning Brief
We all have a heightened awareness of the uncertainty of life right now, so our goal for the newsletter is to provide some reassuring insight and perhaps some actionable ideas. It includes investment market perspective, 2021 retirement contribution reminders, tips on tax-efficient charitable giving, and more ... https://keenerfinancial.com/financial-planning-january-2021-newsletter/
KEENERFINANCIAL.COM
Financial Planning January 2021 Newsletter - Keener Financial Planning
Neat column touching on how our "wants" affect out happiness far more than our "haves."
THEATLANTIC.COM
The Three Equations for a Happy Life
Financial Planner Christina Slavonik shares her tips on becoming financially fit in 2021. https://keenerfinancial.com/financially-fit-in-2021/
KEENERFINANCIAL.COM
How to Become Financially Fit in 2021 - Keener Financial Planning
This software is very popular with our clients!
YOUNEEDABUDGET.COM
Free 4-Week Budgeting Bootcamp
Lead Financial Planner Hannah Szarszewski shares another charitable giving strategy to save on taxes. https://keenerfinancial.com/can-you-benefit-from-qualified-charitable-distributions/
KEENERFINANCIAL.COM
Can You Benefit from Qualified Charitable Distributions? - Keener Financial Planning
