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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Bail-Out Bill Tax Changes Affecting Individuals

November 6, 2008 By Jean Keener, CFP, CRPC

The Emergency Economic Stabilization Act of 2008, referred to by some as the "bailout bill," or, as others prefer to call it, the "rescue plan," was recently enacted in an attempt to stabilize the turmoil in the U.S. economy. While a great deal of attention has been focused on the true bailout … [Read more...]

Filed Under: Legislative Changes, News, Taxes, Your Finances Tagged With: AMT, bailout, bicyclists, debt, electric vehicles, emergency economic stabilization act, energy tax credits, mortgage, rescue plan, tax

Emergency Fund

November 2, 2008 By Jean Keener, CFP, CRPC

In times of crisis, you don't want to be shaking pennies out of a piggy bank. Having a financial safety net in place can ensure that you're protected when a financial emergency arises. One way to accomplish this is by setting up a cash reserve, a pool of readily available funds that can help you … [Read more...]

Filed Under: Budgeting and Saving, Debt Management, Your Finances Tagged With: cash reserve, CD, emergency fund, money market

How to get a free copy of your credit report

November 2, 2008 By Jean Keener, CFP, CRPC

Under the Fair and Accurate Credit Transactions Act of 2003 (FACTA), every consumer is entitled to a free credit report every 12 months from each of the three credit bureaus. To get your free annual report, you can contact each of the three credit bureaus individually, or you can contact one … [Read more...]

Filed Under: Debt Management, Your Finances Tagged With: credit, debt management, free credit report

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

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Keener Financial Planning
4 days ago
Keener Financial Planning

We are hiring for a Financial Planning Intern for the summer of 2024!

For information about the intern position, please visit our website: keenerfinancial.com/join-our-team/financial-planning-intern/

We invite you to check out this video of Jean Keener talking with our 2023 Intern, Morgan Green, about her experience at Keener Financial Planning.
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Keener Financial Planning
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Keener Financial Planning

If you want to leave part of your estate to charity, we have suggestions for how to do so most tax-efficiently. Let us know what questions you have on this. ... See MoreSee Less

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Tax-Efficient Beneficiary Designations - Keener Financial Planning

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If you plan to leave part of your estate to charity, tax-efficient beneficiary designations can help your assets go the farthest.
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Keener Financial Planning
2 weeks ago
Keener Financial Planning

We're looking forward to North Texas Giving Day this week. Happy to be a part of it with Friends of Dallas Animal Services!For the fourth year in a row, our incredible friends at Keener Financial Planning will help double your #NTXGivingDay dollars!

This local small business helps clients meet their goals by providing as-needed, fee-only financial planning and investment advice.

Many Keener Financial Planning employees have adopted shelter pets! In their words, "They are part of our families, and we want to help as many furry companions find their forever homes as possible!"

Thank you for your generous support, Keener Financial Planning. 👏🧡

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Were looking forward to North Texas Giving Day this week. Happy to be a part of it with Friends of Dallas Animal Services!
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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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