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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FDIC limits changed as of October 3, 2008

November 2, 2008

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

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

  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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Keener Financial Planning
1 week ago
Keener Financial Planning

The newsletter includes an invitation to our upcoming book club, as well as our quarterly update on the investment markets. In addition, we share planning ideas around open enrollment and 2026 catch-up contributions for high earners. We also have shutdown financial planning guidance for federal employees. And we share our latest team update. ... See MoreSee Less

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Fall 2025 Financial Planning Newsletter - Keener Financial Planning

keenerfinancial.com

Our fall 2025 financial planning newsletter is now available. It includes an invitation to our upcoming book club, as well as our quarterly update on the investment markets. In addition, we share plan...
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Keener Financial Planning
2 weeks ago
Keener Financial Planning

Financial Planning Tips for federal employees during the shutdown: ... See MoreSee Less

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Financial Planning Tips during the Shutdown - Keener Financial Planning

keenerfinancial.com

Financial planning tips for federal employees on how to manage the shutdown for those with an emergency fund and without one.
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Keener Financial Planning
2 weeks ago
Keener Financial Planning

If your W2 income is over $145,000 in 2025 and you're making pre-tax catch-up contributions in your 401k, your savings for next year will need to change. We've got the details plus potential strategies! ... See MoreSee Less

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Catch-Up Contributions in 2026 - Keener Financial Planning

keenerfinancial.com

Catch-up contribution rules for high earners in 2026 require a little navigating. Learn the options available to you here.
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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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