Donor Advised Funds (DAFs) are a great tax planning tool for those who are charitably inclined. They are especially compelling when you have highly appreciated stock in a brokerage account or if your income is significantly higher than usual in any given year. Understanding the Tax … [Read more...]
December 2020 Financial Planning Newsletter
Our December 2020 financial planning newsletter is now available. It includes year-end financial planning tips from Lead Planner Patty Priddy. What a year 2020 has been! For most people, it is one for the books, or in the infamous words of Mr. Miyagi in Karate Kid, it is a year we want to “Wax … [Read more...]
Should You Do Tax Planning Now for the Biden Administration
A lot's being written right now about how to prepare for the Biden tax plan. There are click-bate headlines warning of actions you must take now before December 31, 2020. Before we take any tax planning actions, we need to consider the various scenarios that could unfold. First, we won't know … [Read more...]
Top Wealth Managers 2020
We are delighted to share that Keener Financial Planning once again was included in the D Magazine Top Wealth Managers list for 2020. We were one of 33 firms named out of 43 applicants. According to D Magazine, a panel of esteemed local wealth managers reviewed the final list and the selection was … [Read more...]
Best Financial Planners 2020
We are honored to share that Patty Priddy and Jean Keener have been named to the D Magazine 2020 list of Best Financial Planners in Dallas. Each spring, D Magazine asks Certified Financial Planners in the Dallas-Fort Worth chapter of the Financial Planning Association to nominate their peers … [Read more...]
Virtual Tour of Our New Office
Welcome to our happy space. We are delighted to share this 4 minute virtual tour of our new office in Keller at 1692 Keller Parkway. We look forward to many years of hearing about our clients' goals from these rooms -- whether you're here in person or connecting with us online. And then working … [Read more...]
How Stocks Perform in Election Months
As we wait for votes to be counted this morning, it may be helpful to put stock market returns in historical context. The attached graphic from Dimensional Fund Advisors shows performance of stocks in the months of presidential elections going back to 1926. You'll notice there's not a consistent … [Read more...]
Financial Planning Career Night
We are hosting a financial planning career night for Keller ISD students on November 9 at 6 pm. All Keller area high school students and parents are invited to attend via Zoom. We will be covering: How to determine if financial planning is a career for me – It’s not all about math, and you … [Read more...]
Your Invitation to Our Open House
Visit us in our new building at 1692 Keller Parkway Saturday, October 24, 2020 from 9 am - noon Join us for an outdoor gathering in the parking lot. Small groups wearing masks will be led indoors for guided tours of the building. Enjoy breakfast treats and bring your outdated paperwork for … [Read more...]
Keener Financial Planning Is Moving
Our new address is 1692 Keller Parkway, Keller, TX 76248 -- just up the street from our old office. Our furniture is being moved on Monday September 28. You can start using the new address now for anything you need to mail to us. If you need to drop anything off in person on Monday or Tuesday the … [Read more...]
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