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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2010 Key Numbers

December 2, 2009

 The key numbers guide from Forefield has been updated for 2010.  Not a lot of changes from last year, but still a convenient reference.  It includes limits on retirement plan contributions, tax brackets, tax credit and deduction phase-outs, social security benefits, medicare, and much more.  2010 … [Read more...]

Filed Under: Estate Planning, Insurance, News, Retirement, Taxes, Your Finances Tagged With: 2010 key financial numbers, 2010 medicare premiums, 2010 retirement plan contribution limits, 2010 social security COLA, 2010 tax brackets

August 2009 newsletter

August 5, 2009

The August newsletter is now available.  It includes information on 2010 social security and medicare numbers for planning purposes, whether creditors can go after your 401(k) and more.  To view it, click here. … [Read more...]

Filed Under: Budgeting and Saving, Featured Posts, Insurance, Investing, News, Newsletters, Retirement, Your Finances Tagged With: 2010 medicare premiums, 2010 social security COLA, 401(k), 401(k) creditor protections, medicare, social security

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Keener Financial Planning
2 weeks ago
Keener Financial Planning

Our Spring Financial Planning Newsletter with updated investment market perspective, advice on how to handle 401(k) rollovers during times of market volatility, estate planning for your pets, and more! ... See MoreSee Less

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Spring 2025 Financial Planning Newsletter - Keener Financial Planning

keenerfinancial.com

Our Spring 2025 financial planning newsletter is now available. And there’s a lot to cover! We share tips for how to handle 401(k) rollovers during volatile market conditions and a TurboTax double-c...
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Keener Financial Planning
4 weeks ago
Keener Financial Planning

Our office will close early at 3:00 PM today and remain closed through Friday in observance of Good Friday. We will reopen with regular hours on Monday.

Wishing you a safe and wonderful weekend!
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Our office will close early at 3:00 PM today and remain closed through Friday in observance of Good Friday.  We will reopen with regular hours on Monday.

Wishing you a safe and wonderful weekend!
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Keener Financial Planning
1 month ago
Keener Financial Planning

In the midst of a tumultuous period in the investment markets, Christine Benz with Morningstar, Inc. provides a great to-do list for investors. ... See MoreSee Less

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What Now? An Investor’s To-Do List for Chaotic Markets

www.morningstar.com

A down market offers opportunities to check progress toward your long-term investing goals—and even save on 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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