We are pleased to announce that the first annual Keener Financial Planning scholarship was awarded last night. Michelle Nguyen is the highly accomplished recipient. The scholarship was awarded through The Greater Keller Women's Club Foundation. We started this scholarship to help more … [Read more...]
2021 Child Tax Credit Advance Payments
If your family is eligible for the 2021 child tax credit, you have the option to decide if you want to receive advance payments or not. The default is to receive the advance payments. You also have the option to opt out. If you opt out, you will still receive the full tax credit. It will just be … [Read more...]
Financial Planning April 2021 Newsletter
The second quarter financial planning newsletter is now available. It includes information on inherited IRA required minimum distributions, estate planning, spending plans, and an overview of the investment markets. We also share an update on meeting options and our team. Click here to read the … [Read more...]
Keener Financial Planning extends firm ownership
I am delighted to share that I am no longer the sole owner of Keener Financial Planning. Rachel Songer and Kelli Hinton are now Co-Owners of the firm as of January 1, 2021. Rachel joined Keener in 2013 with a degree in Financial Planning from Texas Tech. Along with helping hundreds of clients … [Read more...]
FAQs on RMDs from Inherited IRAs
When the SECURE Act was passed by Congress at the end of 2019, the rules changed for most future Inherited IRA holders. But wait… wasn’t there also the CARES Act in 2020 that allowed ALL IRA owners to forego taking their required minimum distribution (RMD) for 2020? Yep. Between the SECURE Act … [Read more...]
Why No One Needs a Budget
No one needs or should use a budget. I realize this may seem like a bold statement. Before you begin forming arguments to disagree with me, please understand that I am a huge fan of spending plans. But I hate budgets. Budgets are difficult to maintain because people don’t like feeling restricted … [Read more...]
Keener Financial Planning COVID-19 Safety Procedures Update
Beginning in April 2021, we will offer clients the option to meet in person or virtually. We encourage everyone to make the choice that feels most comfortable to you. Our mask policy is updated as of May 2021: In Keller, we encourage clients to use their discretion on masking. The majority of … [Read more...]
Estate Planning for 21st Century Couples
Our clients have many different preferences, and we love to see when someone is intentional about what’s right for them. In this article, we'll focus on two examples of modern decisions that are becoming increasingly common. For couples who embrace these choices, the benefits can far outweigh the … [Read more...]
Financial Planning January 2021 Newsletter
The first quarter financial planning newsletter is now available. We all have a heightened awareness of the uncertainty of life right now, so our goal for the newsletter is to provide some reassuring insight and perhaps some actionable ideas. The newsletter includes: Friendly financial … [Read more...]
How to Become Financially Fit in 2021
by Christina Slavonik, CFP(R) Oh, yes! It’s that time of year again! It's time to list out resolutions or goals that we would like to accomplish this year. There may be some “rollovers” from 2020! One important resolution to add to your list is to be financially fit. It’s not something … [Read more...]
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