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 April 2009

April 2009 Newsletter

April 6, 2009

The April 2009 newsletter is now available online.  It includes an update on market conditions, plus information on the Cobra subsidy, writing off worthless securities on your taxes, an estate planning pitfall to avoid, a conversation for parents about saving for retirement vs. college, and a how-to … [Read more...]

Filed Under: Budgeting and Saving, College Funding, Debt Management, Estate Planning, Investing, Legislative Changes, Newsletters, Retirement, Taxes Tagged With: budgeting and saving, college, estate planning, Investing, market update, Retirement, worthless securities

To Will or Not to Will

April 6, 2009

Catchy title, isn't it?  To Will or Not to Will. I would love to take credit for it, but it all goes to the Texas Young Lawyers Association and the State Bar of Texas. When you do as a resident of Texas, if you don't have a will, the state of Texas has one for you.  It's possible that the state's … [Read more...]

Filed Under: Estate Planning, Taxes Tagged With: community property, estate planning, wills

Retirement V. College

April 3, 2009

So many parents struggle with the dilemma of whether they should prioritize saving for kids' college or their own retirement.  Some parents believe that children benefit the most from being responsible for their own college funding through personal work, savings, scholarships, and borrowing to get … [Read more...]

Filed Under: Budgeting and Saving, College Funding, Featured Posts, News, Retirement, Your Finances Tagged With: college, education funding, financial priorities, Retirement

Detail on COBRA subsidy

April 3, 2009

If you've lost your job since September 1 of last year, you'll want to read this post.  The American Recovery and Reinvestment Act (the Act) provides COBRA premium assistance, which offers a temporary 65% reduction in COBRA premiums for eligible beneficiaries. This new provision will affect former … [Read more...]

Filed Under: Featured Posts, Legislative Changes, News Tagged With: American Recovery and Reinvestment Act, COBRA, health insurance, Stimulus bill

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Keener Financial Planning
3 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

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Keener Financial Planning
4 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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