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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Q1 2022 Financial Planning Newsletter

January 24, 2022 By Jean Keener, CFP, CRPC

Our Q1 2022 financial planning newsletter is now available.  In addition to an investment market update, we discuss the potential for a bear market and how that affects your actions now.  We also dig into how inflation affects your financial plan and cover the upcoming student loan interest and … [Read more...]

Filed Under: Debt Management, Investing, Legislative Changes, News, Newsletters, Retirement, Taxes, Your Finances Tagged With: inflation, Investing, Roth conversion

Q4 Financial Planning Newsletter

October 25, 2021 By Jean Keener, CFP, CRPC

Q4 Financial Planning Newsletter

This quarter's financial planning newsletter is now available.  This edition is chock-full of actionable ideas including: Year-end tax legislation planning considerations Updates and reminders for maximizing retirement plan contributions and HSAs, Medicare open enrollment, required minimum … [Read more...]

Filed Under: Investing, Legislative Changes, News, Newsletters, Retirement, Taxes, Your Finances Tagged With: financial planning newsletter

Build Back Better 2021 Year-End Planning Considerations

October 23, 2021 By Jean Keener, CFP, CRPC

2021 Year-End Financial Planning Considerations

We want to share a few items for 2021 year-end planning consideration as a result of the Build Back Better reconciliation bill introduced in Congress on September 13. One of the biggest changes is the elimination of Roth conversions of after-tax dollars beginning in 2022.  Please see our full … [Read more...]

Filed Under: Estate Planning, Legislative Changes, News, Taxes Tagged With: 2021 Year-End Planning Consideration

Roth conversion of after-tax contributions – limited time only?

October 22, 2021 By Jean Keener, CFP, CRPC

Certified Financial Planner professionals visiting with client

We don’t normally invest much energy in discussing pending legislation until it becomes law.  However, the Build Back Better reconciliation bill introduced in Congress on September 13 creates a time-sensitive opportunity for Roth conversions of after-tax dollars. Beginning in 2022, after-tax … [Read more...]

Filed Under: Legislative Changes, News, Retirement, Taxes, Your Finances Tagged With: Roth conversion

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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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