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 … [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 … [Read More...]
Using a 529 Plan to Fund a Roth IRA
You may have heard that you can use 529 Plan money to fund a Roth IRA. But how does it work? And why would you want to do this? College savings (529) plans are popular tools for saving for college. … [Read More...]