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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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

Financial Planning April 2021 Newsletter

April 15, 2021 By Jean Keener, CFP, CRPC

2nd quarter financial planning 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...]

Filed Under: Budgeting and Saving, Estate Planning, Investing, News, Newsletters, Retirement, Taxes, Your Finances Tagged With: financial planning newsletter

Estate Planning for 21st Century Couples

February 17, 2021 By Keener Financial Planning

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, News, Your Finances Tagged With: couples and money, estate planning

November Personal Finance Newsletter

November 3, 2014 By Jean Keener, CFP, CRPC

Our November personal finance newsletter is now available.  In addition to the investment market update, it includes several articles on personal financial planning. We have updates released by the IRS and social security administration for 2015: Retirement plan contribution limits for … [Read more...]

Filed Under: Estate Planning, Investing, News, Newsletters, Retirement, Taxes Tagged With: estate planning, Investing, retirement plan contribution limits, social security, Taxes

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Contact Us

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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