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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April 2017 Financial Planning Newsletter

April 24, 2017

Our April financial planning newsletter is now available.  It covers an update on the investment markets for first quarter, along with our perspective on current market valuations.  In addition, we give you the most important retirement plan and tax limits for 2017 — if you haven’t already reviewed your 401k contribution levels for this year, now is a great time.  Plus, we have information on who needs to file a gift tax return and IRS-approved ways to avoid the 10% early withdrawal penalty on your retirement plans.  Please click here to read the newsletter.

Filed Under: Investing, News, Newsletters, Retirement, Taxes, Your Finances Tagged With: Investing, Retirement, Taxes

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Keener Financial Planning
7 hours ago

The summer 2026 financial planning newsletter is now available. In addition to our investment update and mid-year financial considerations, we share an overview of Trump / 530A accounts including how to find out if your children are eligible for any free money. We also answer the question: “Does your financial planner care how you spend your money?” And, we share reflections on what the World Cup and financial planning have in common. ... See MoreSee Less

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Summer 2026 Financial Planning Newsletter - Keener Financial Planning

keenerfinancial.com

Trump / 530A accounts, World Cup Reflections, Spending Matters, and Investing Market update in our Summer 2026 financial planning newsletter.
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Keener Financial Planning
5 days ago

The World Cup caused us to reflect on how reality can often be better than expectations. ... See MoreSee Less

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Financial Planning and the World Cup: “This Isn’t What I Expected” - Keener Financial Planning

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What's the common thread we see between financial planning and this year's World Cup? "This isn't what I expected."
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Keener Financial Planning
4 weeks ago

In observance of Independence Day, our office will be closing at 3:00 p.m. on Thursday, July 2, and will remain closed through Friday, July 3.

We hope you have a safe, relaxing, and memorable weekend as we celebrate America's 250th birthday! Happy Independence Day!
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In observance of Ind
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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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