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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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2009 contribution limits announced

November 2, 2008 By Jean Keener, CFP, CRPC

On October 16, 2008, the IRS issued news release IR-2008-118 announcing cost-of-living adjustments to dollar limitations for pension plans. Items addressed for 2009 include: Elective deferrals * The annual elective deferral limit for 401(k) plans, 403(b) plans, 457(b) plans, SAR-SEPs, and the … [Read more...]

Filed Under: Featured Posts, Investing, Legislative Changes, News, Retirement, Taxes, Your Finances Tagged With: 401(k), 403(b), catch-up, Retirement, Section 457(b), SEP, SIMPLE, TSP

College Board releases 08/09 cost figures

November 2, 2008 By Jean Keener, CFP, CRPC

Public colleges (in-state students): * Tuition and fees increased an average of 6.4 percent * Room and board increased an average of 5.2 percent * Total average cost for 2008/2009 is $18,326 Public colleges (out-of-state students): * Tuition and fees increased an average of 5.2 percent * … [Read more...]

Filed Under: College Funding, Your Finances Tagged With: collage costs, education

Tax Credits and Deductions for Higher Education

November 2, 2008 By Jean Keener, CFP, CRPC

What are the tax credits and deductions relating to higher education? There are two education tax credits--the Hope credit and the Lifetime Learning credit--that provide some relief to families in the midst of financing their children's college education. There is also a federal income tax … [Read more...]

Filed Under: College Funding, Taxes, Your Finances Tagged With: education, Taxes

October 2008 Newsletter

November 2, 2008 By Jean Keener, CFP, CRPC

View our October 2008 Newsletter. … [Read more...]

Filed Under: Investing, Legislative Changes, News, Newsletters, Our Advice in the News, Retirement, Taxes, Your Finances Tagged With: Newsletters

Free Seminar — Are You Saving Enough for Retirement?

November 2, 2008 By Jean Keener, CFP, CRPC

Where: Keller Public Library (640 Johnson Rd., Keller, TX) When: Monday, December 1, 2008, 6:30 to 8:00 p.m. Limited Space.  Reservations Recommended.   Call (817) 743-4840 to reserve your seat. Take a realistic look at your progress toward a secure retirement.  Get the tools to build a solid … [Read more...]

Filed Under: Featured Posts, Retirement, Seminars & Events Tagged With: Retirement, seminars

FDIC limits changed as of October 3, 2008

November 2, 2008 By Jean Keener, CFP, CRPC

October 7, 2008 The bail-out bill that passed congress last week included a provision to increase the FDIC coverage limits from $100,000 to $250,000 per individual per bank. This increase went into effect immediately, but it's important to note that it's only valid through the end of 2009.  … [Read more...]

Filed Under: Legislative Changes, News Tagged With: bank deposits, FDIC, FDIC insurance

Ask the Planner at The Dallas Morning News

October 29, 2008 By Jean Keener, CFP, CRPC

October 6 - 12 was National Financial Planning Week.  In recognition of this week, Pamela Yip at The Dallas Morning News hosted an "Ask the Financial Planner" session through call-in and chat on Sunday, October 6.  I participated in the chat session, and we answered questions on annuities, … [Read more...]

Filed Under: Featured Posts, Our Advice in the News

Jean contributes to new Dummies book

October 29, 2008 By Jean Keener, CFP, CRPC

The New Dummies book by Sheryl Garrett and the Garrett Planning Network is out!  Jean contributed Chaper 37: Sort Through an Investment's Return.  Check back soon to read the chapter online and see scheduled book talks. … [Read more...]

Filed Under: Featured Posts, Investing, Our Advice in the News

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Main Office:

1692 Keller Parkway
Keller, TX 76248

Ph: 817-993-0401
Fax: 817-993-0002

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2626 Cole Avenue, 3rd floor
Dallas, TX 75201

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