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]

January 2010 Newsletter

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The January 2010 newsletter is now available.  Beginning in 2010, it will be published the second week of each month.  This month's newsletter includes a brief 2009 market update, an update on the estate tax for 2010, how to conduct a home inventory, and more.  Click here to read it.  … [Read more...]

Recovering from Unemployment

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If you’ve been out of work for a period of time, it’s a huge relief when the paychecks start rolling in again.  Depending on how long you were unemployed, what your finances were like before the job loss, and other sources of income in your household, getting back to work could be just the beginning … [Read more...]

Pension Max: Is it right for you?

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If you’re near retirement and have a pension, you may be considering a pension max strategy.  With all the variables involved, it can be challenging to determine if it’s really in your best interest.   First – what is pension max?    Pension max is used by married couples to increase their net … [Read more...]

Quoted in Kiplinger Personal Finance Magazine

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I was recently quoted in "4 Ways to Trim Your Spending" by Laura Cohn in the January 2010 issue of Kiplinger Personal Finance Magazine.  Laura and I discussed that having one or two areas of luxury in your life is not a bad thing -- it's actually a good thing because it helps avoid a sense of … [Read more...]

2010 Key Numbers

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 The key numbers guide from Forefield has been updated for 2010.  Not a lot of changes from last year, but still a convenient reference.  It includes limits on retirement plan contributions, tax brackets, tax credit and deduction phase-outs, social security benefits, medicare, and much more.  2010 … [Read more...]

Buying a home to cash in on home buyers tax credit?

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You may have heard that the first-time home buying tax credit was extended through April 30 next year, and that it now includes a credit for some non-first-time home buyers also.  For details on the extension and who is eligible, visit the IRS website. This is great news if you fall into the … [Read more...]

2009 Year-End Tax Planning Checklist

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Reviewing your tax situation for the year when you still have time to do something about it is always a good idea.  You have many more options to affect your tax liability by acting before the year ends.  This year, it's still important to review all the regular opportunities available every … [Read more...]

Charitable Giving as Part of Your Estate Plan

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As the holidays approach, it’s a good time to consider charitable giving as a potential part of your estate plan.  Giving provides a sense of personal satisfaction, and it can be beneficial from a financial planning perspective.   If you’re one of the 2% of Americans currently subject to the … [Read more...]

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