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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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

Financial Planning January 2021 Newsletter

January 12, 2021 By Jean Keener, CFP, CRPC

Keener Financial Planning team

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...]

Filed Under: Budgeting and Saving, Investing, News, Newsletters, Retirement, Taxes, Your Finances Tagged With: budgeting, charitable contributions, investments, Retirement

Can You Benefit from Qualified Charitable Distributions?

December 22, 2020 By Hannah Szarszewski, CFP®, AFC®

Qualified Charitable Distributions

Qualified Charitable Distributions (QCDs) are a great way to reduce tax liability for those who are charitably inclined. Qualified Charitable Distributions are distributions from an IRA that are donated directly to a qualified charity. The account holder must be over age 70 ½ and the distribution … [Read more...]

Filed Under: Featured Posts, Retirement, Taxes, Your Finances Tagged With: charitable giving, IRA, IRA distributions, Qualified Charitable Distributions, RMDs, tax planning, tax-free charitable contributions

December 2020 Financial Planning Newsletter

December 7, 2020 By Jean Keener, CFP, CRPC

financial planning newsletter

Our December 2020 financial planning newsletter is now available. It includes year-end financial planning tips from Lead Planner Patty Priddy. What a year 2020 has been! For most people, it is one for the books, or in the infamous words of Mr. Miyagi in Karate Kid, it is a year we want to “Wax … [Read more...]

Filed Under: Investing, News, Newsletters, Retirement, Taxes, Your Finances Tagged With: Investing, Retirement, Taxes

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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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