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.ย  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
3 weeks ago

Looking forward to sharing college planning insights in Hurst!Dream Big with 529 Plans! ๐Ÿ’ธ๐Ÿ’ฐ

Celebrate 5th Fri-Yay with us! This 5/29, weโ€™ll be reading stories about saving money and making a DIY piggy bank craft. While the kids create, grown-ups can learn the basics of 529 Plans from Keener Financial Planning professionals.

๐Ÿ“… Friday, May 29
๐Ÿ•ฅ 10:30-11 a.m.
๐Ÿ“ Program Room East

#CheckOutHurst #HurstPublicLibrary #HPLYouth #5thFriYay #529Plan #CollegeSavingsFund
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Keener Financial Planning
4 weeks ago

We will be closed at 3:00 pm on Friday, May 22nd through Monday, May 25th in honor of Memorial Day. ... See MoreSee Less

We will be closed at
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Keener Financial Planning
4 weeks ago

There are a few spots available for our Day in the Life of a Financial Planner Series on Tuesday, June 2nd at 11:00 am. Please email [email protected] to RSVP. ... See MoreSee Less

There are a few spot
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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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