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]

Texans’ Options with 529 Education Savings Plans

Many states provide an incentive for their residents to use their state’s 529 plan through use of a state income tax deduction.  Because Texas doesn’t have a state income tax, your options are really completely open in terms of what state’s 529 savings plan you use.  You can go shopping for the best … [Read more...]

Getting the Most of Employer Matching

 Many employers have reduced or eliminated matching in the past several years.  If you’re fortunate enough to still have a match, you want to take full advantage of this potentially significant boost to your retirement plans.   Every dollar your employer contributes toward your retirement is a … [Read more...]

January 2010 Newsletter

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

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?

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

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

 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?

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...]

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