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.

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Financial Planning January 2021 Newsletter

January 12, 2021 By Jean Keener, CFP, CRPC

Financial Planning newsletter

The first quarter financial planning newsletter is now available.  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.  The newsletter includes: Friendly financial … [Read more...]

Filed Under: Budgeting and Saving, Investing, News, Newsletters, Retirement, Taxes, Your Finances Tagged With: budgeting, charitable contributions, investments, Retirement

How to Become Financially Fit in 2021

January 1, 2021 By Keener Financial Planning

Financially Fit 2021

by Christina Slavonik, CFP(R) Oh, yes!  It’s that time of year again! It's time to list out resolutions or goals that we would like to accomplish this year.  There may be some “rollovers” from 2020!  One important resolution to add to your list is to be financially fit.  It’s not something … [Read more...]

Filed Under: Budgeting and Saving, Featured Posts, Investing, News, Your Finances Tagged With: 401(k), budgeting, health insurance, Investing, personal finance, Retirement, retirement planning, Taxes

Can You Benefit from Qualified Charitable Distributions?

December 22, 2020 By Hannah Szarszewski, CFP®, AFC®

Qualified Charitable Distributions

Qualified Charitable Distributions (QCDs) are a great way to reduce tax liability for those who are charitably inclined. Qualified Charitable Distributions are distributions from an IRA that are donated directly to a qualified charity. The account holder must be over age 70 ½ and the distribution … [Read more...]

Filed Under: Retirement, Taxes, Your Finances Tagged With: charitable giving, IRA, IRA distributions, Qualified Charitable Distributions, RMDs, tax planning, tax-free charitable contributions

Is a Donor Advised Fund Right for You?

December 18, 2020 By Hannah Szarszewski, CFP®, AFC®

Donor Advised Fund

Donor Advised Funds (DAFs) are a great tax planning tool for those who are charitably inclined. They are especially compelling when you have highly appreciated stock in a brokerage account or if your income is significantly higher than usual in any given year. Understanding the Tax … [Read more...]

Filed Under: Featured Posts, Investing, Taxes Tagged With: Appreciated stock, charitable contributions, charitable giving, Donor Advised Funds, tax planning

December 2020 Financial Planning Newsletter

December 7, 2020 By Jean Keener, CFP, CRPC

financial planning newsletter

Our December 2020 financial planning newsletter is now available. It includes year-end financial planning tips from Lead Planner Patty Priddy. What a year 2020 has been! For most people, it is one for the books, or in the infamous words of Mr. Miyagi in Karate Kid, it is a year we want to “Wax … [Read more...]

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

Should You Do Tax Planning Now for the Biden Administration

December 6, 2020 By Jean Keener, CFP, CRPC

Tax Planning as part of your financial plan

A lot's being written right now about how to prepare for the Biden tax plan.  There are click-bate headlines warning of actions you must take now before December 31, 2020.  Before we take any tax planning actions, we need to consider the various scenarios that could unfold. First, we won't know … [Read more...]

Filed Under: Legislative Changes, News Tagged With: tax planning

Top Wealth Managers 2020

December 6, 2020 By Keener Financial Planning

Keener FInancial Planning team

We are delighted to share that Keener Financial Planning once again was included in the D Magazine Top Wealth Managers list for 2020.  We were one of 33 firms named out of 43 applicants.  According to D Magazine, a panel of esteemed local wealth managers reviewed the final list and the selection was … [Read more...]

Filed Under: News, Our Advice in the News Tagged With: Top Wealth Managers

Best Financial Planners 2020

December 5, 2020 By Keener Financial Planning

Best Financial Planners 2020

We are honored to share that Patty Priddy and Jean Keener have been named to the D Magazine 2020 list of Best Financial Planners in Dallas. Each spring, D Magazine asks Certified Financial Planners in the Dallas-Fort Worth chapter of the Financial Planning Association to nominate their peers … [Read more...]

Filed Under: News, Our Advice in the News Tagged With: Best Financial Planners

Virtual Tour of Our New Office

November 6, 2020 By Jean Keener, CFP, CRPC

KFP Virtual Tour

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 … [Read more...]

Filed Under: Featured Posts, News

How Stocks Perform in Election Months

November 4, 2020 By Jean Keener, CFP, CRPC

Election Results and Your Portfolio

As we wait for votes to be counted this morning, it may be helpful to put stock market returns in historical context.  The attached graphic from Dimensional Fund Advisors shows performance of stocks in the months of presidential elections going back to 1926.  You'll notice there's not a consistent … [Read more...]

Filed Under: Featured Posts, Legislative Changes, News Tagged With: election, Investing

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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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