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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Estate Planning for 21st Century Couples

February 17, 2021 By Hannah Szarszewski, CFP®, AFC®

Estate Planning

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...]

Filed Under: Estate Planning, Featured Posts, News, Your Finances Tagged With: couples and money, estate planning

Is a Donor Advised Fund Right for You?

December 18, 2020 By Hannah Szarszewski, CFP®, AFC®

Donor Advised Fund

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...]

Filed Under: Featured Posts, Investing, Taxes Tagged With: Appreciated stock, charitable contributions, charitable giving, Donor Advised Funds, tax planning

Virtual Tour of Our New Office

November 6, 2020 By Jean Keener, CFP, CRPC

KFP Virtual Tour

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...]

Filed Under: Featured Posts, News

How Stocks Perform in Election Months

November 4, 2020 By Jean Keener, CFP, CRPC

Election Results and Your Portfolio

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...]

Filed Under: Featured Posts, Legislative Changes, News Tagged With: election, Investing

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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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