We're excited to share that Keener Financial Planning is again included in the D Magazine lists for Top Wealth Managers and Best Financial Planners. Votes are cast by peers in the DFW area, and we are grateful to be among such great company. Top Wealth Managers D Magazine describes the process for … [Read more...]
Fall 2024 Financial Planning Newsletter
Our fall 2024 financial planning newsletter is now available. We cover our perspective on the election and market timing along with an investment market update. We also announce our upcoming Optimistic Aging virtual client event and share how to save money on taxes with your charitable giving. … [Read more...]
Tax benefits from charitable giving in 2024
Yes! You can still get tax benefits from charitable giving in 2024. With the higher standard deduction, you may have seen your charitable efforts have a reduced or no benefit on your taxes in recent years. However, it's still possible for your generosity to save money on taxes. It just may require a … [Read more...]
Optimistic Aging Virtual Client Event
We are thrilled to be hosting a virtual client event. At this summer's Garrett Planning Network retreat, several of our planners enjoyed hearing psychologist Margit Henderson speak on Optimistic Aging. We found her so informative and inspirational that we partnered with 2 other firms to bring her … [Read more...]
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