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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Archives for December 2008

Effects of Divorce

December 19, 2008

I just read a really interesting article in the Journal of Financial Planning.  After divorce, the income of each spouse falls.  On average, the income of the woman declines by 27%.  The average income of the man declines by about 10%.   The stats for both parties are positively affected by the … [Read more...]

Filed Under: Featured Posts, Women's Issues Tagged With: divorce, income disparity, Women's Issues

How much financial aid?

December 5, 2008

You can now get an estimate of how much financial aid your child will qualify for before you actually apply.  The U.S. Department of Education offers an online financial aid tool to help families better prepare for the cost of college. Called the FAFSA4caster (catchy, isn't it?), it's modeled on the … [Read more...]

Filed Under: College Funding Tagged With: college planning, FAFSA, financial aid

Annuities: Retirement Income Option

December 5, 2008

Everyone like a guarantee.  Unfortunately, in the financial services industry they're few and far between.  And those that are available often come with a steep price -- if you can even figure out what the price is. As you know, I don't sell any products or accept commissions on products I … [Read more...]

Filed Under: Retirement, Your Finances Tagged With: annuities, Retirement, retirement income, single premium immediate annuities, SPIA

December 2008 Newsletter

December 5, 2008

The December Newsletter is now available. Click here to view the newsletter. … [Read more...]

Filed Under: News, Newsletters Tagged With: annuities, newsletter, Retirement

Year End Tax Planning Techniques

December 3, 2008

Many tax provisions that had already expired or were scheduled to expire at the end of the year were extended as part of the Emergency Economic Stabilization Act of 2008, signed into law on October 3, 2008. Included in the list of extended provisions is an additional one year alternative minimum tax … [Read more...]

Filed Under: Legislative Changes, Retirement, Taxes Tagged With: AMT, energy efficiency, IRA, Retirement, Taxes

2009 Key Numbers

December 3, 2008

This document is a really handy reference.  If you look at your finances on any sort of ongoing basis, you may want to print it out and keep it on your desk.  It has everything from tax brackets to retirement plan limits, mileage deduction amounts, adoption credits, phase-outs, education tax … [Read more...]

Filed Under: College Funding, Featured Posts, Legislative Changes, News, Retirement, Taxes Tagged With: adoption, education, medicare, Retirement, social security, tax brackets

New help for college funding

December 3, 2008

Student loans staged a disappearing act in 2008, as the credit crisis drove some lenders out of the student loan market and forced others to become more selective. But the Higher Education Opportunity Act, which became law in August, contains several provisions that will help families and students … [Read more...]

Filed Under: College Funding, Featured Posts, Legislative Changes Tagged With: College Funding, loan forgiveness, pell grants, student loans

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Keener Financial Planning
2 weeks ago

Looking forward to sharing college planning insights in Hurst!Dream Big with 529 Plans! 💸💰

Celebrate 5th Fri-Yay with us! This 5/29, we’ll be reading stories about saving money and making a DIY piggy bank craft. While the kids create, grown-ups can learn the basics of 529 Plans from Keener Financial Planning professionals.

📅 Friday, May 29
🕥 10:30-11 a.m.
📍 Program Room East

#CheckOutHurst #HurstPublicLibrary #HPLYouth #5thFriYay #529Plan #CollegeSavingsFund
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Keener Financial Planning
3 weeks ago

We will be closed at 3:00 pm on Friday, May 22nd through Monday, May 25th in honor of Memorial Day. ... See MoreSee Less

We will be closed at
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Keener Financial Planning
3 weeks ago

There are a few spots available for our Day in the Life of a Financial Planner Series on Tuesday, June 2nd at 11:00 am. Please email [email protected] to RSVP. ... See MoreSee Less

There are a few spot
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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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