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

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

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Keener Financial Planning
4 days ago

We are closed today (2/16). ... See MoreSee Less

We are closed today
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Even though we're still working remotely today, our newsletter with key financial numbers for 2026, updates on the investment markets, and more is now available. ... See MoreSee Less

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Winter 2026 Financial Planning Newsletter - Keener Financial Planning

keenerfinancial.com

Our Financial Planning Newsletter is now available with updates for 2026 on key financial figures, investment market trends, and more.
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Keener Financial Planning
4 weeks ago

When the dog insists on a snow day, we listen! 🐶❄️

Our office will be closed on Monday, January 26th and Tuesday, January 27th due to the weather, but our team will be working remotely. Wishing everyone a cozy day! Stay safe and warm!

We'd love to see how your pets are enjoying the snow or snuggling up while you work from home. 📸🐾
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When the dog insists
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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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