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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December 2009 Newsletter

December 3, 2009 By Jean Keener, CFP, CRPC

The December 2009 newsletter is now available.  It includes a market update, tips on tracking your expenses, year-end investing moves designed to save on taxes, and more.  Click here to read the newsletter. … [Read more...]

Filed Under: Budgeting and Saving, Investing, News, Newsletters, Taxes, Your Finances Tagged With: 2009 year-end tax planning, expense tracking, investment moves to save taxes

2009 Year-End Tax Planning Checklist

November 4, 2009 By Jean Keener, CFP, CRPC

Reviewing your tax situation for the year when you still have time to do something about it is always a good idea.  You have many more options to affect your tax liability by acting before the year ends.  This year, it's still important to review all the regular opportunities available every … [Read more...]

Filed Under: Legislative Changes, News, Taxes, Your Finances Tagged With: 2009 tax, 2009 tax checklist, 2009 taxes, 2009 year-end tax planning, tax planning

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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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