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]

  • About Us
    • Our Company
    • Our Services
    • Our Process
    • Meet our Team
    • Affiliations
    • Fee Schedule
    • Disclosure
  • Financial Planning
    • Planner Interview Questions
    • How Planners Are Paid
  • Resources
    • Client Log-In
    • Forms
  • Blog
  • Contact Us

Getting the Most Out of Your Employer Retirement Plan

March 1, 2012

I will be presenting a free financial planning workshop at the Keller Public Library on Tuesday, March 20 at 6:30 pm.   The topic is How to Get the Most Out of Your Employer Retirement Plan.  We will cover: How to choose the best funds with the information provided Where to get more … [Read more...]

Filed Under: Investing, News, Retirement, Seminars & Events, Your Finances Tagged With: 401(k), 403(b), employer retirement plan, Investing, TSP

2009 contribution limits announced

November 2, 2008

On October 16, 2008, the IRS issued news release IR-2008-118 announcing cost-of-living adjustments to dollar limitations for pension plans. Items addressed for 2009 include: Elective deferrals * The annual elective deferral limit for 401(k) plans, 403(b) plans, 457(b) plans, SAR-SEPs, and the … [Read more...]

Filed Under: Featured Posts, Investing, Legislative Changes, News, Retirement, Taxes, Your Finances Tagged With: 401(k), 403(b), catch-up, Retirement, Section 457(b), SEP, SIMPLE, TSP

Free E-Newsletter

Email Newsletter

Sign up to receive free financial planning email updates. We'll never sell your address or spam you.

Latest from Facebook

Comments Box SVG iconsUsed for the like, share, comment, and reaction icons
Keener Financial Planning
31 minutes ago
Keener Financial Planning

The books for our next book club in November have arrived! Clients, you can drop by our Keller office to pick one up or order it on Amazon. Get the book club details and link to the RSVP at keenerfinancial.com/your-money-fall-2025-book-club/ ... See MoreSee Less

The books for our next book club in November have arrived! Clients, you can drop by our Keller office to pick one up or order it on Amazon. Get the book club details and link to the RSVP at https://keenerfinancial.com/your-money-fall-2025-book-club/
View on Facebook
· Share
Share on Facebook Share on Twitter Share on Linked In Share by Email
Keener Financial Planning
5 days ago
Keener Financial Planning

Options are available for individuals in a wide variety of financial situations to get financial advice. Jean Keener happy to be a resource for Alisa Wolfson in sharing these options.
... See MoreSee Less

Link thumbnail

‘Too confusing, stressful and depressing for me to understand.’ I’m 72 with financial issues that need urgent attention. Can I even afford to get help?

www.marketwatch.com

Have an issue with your financial planner or looking for a new one? Email questions or concerns to [email protected].
View on Facebook
· Share
Share on Facebook Share on Twitter Share on Linked In Share by Email
Keener Financial Planning
1 week ago
Keener Financial Planning

Friendly reminder of the book launch party with the author Carl Richards Tuesday at 5 pm Central on zoom for our next book club selection: Your Money - Reimagining Wealth in 101 Simple Sketches. addcal.io/e/w96yhcuhxgb4 ... See MoreSee Less

Friendly reminder of the book launch party with the author Carl Richards Tuesday at 5 pm Central on zoom for our next book club selection: Your Money - Reimagining Wealth in 101 Simple Sketches. https://addcal.io/e/w96yhcuhxgb4
View on Facebook
· Share
Share on Facebook Share on Twitter Share on Linked In Share by Email
Load more

Discuss if we’re a good fit for you

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

  • Email
  • Facebook
  • Instagram
  • LinkedIn
  • Twitter

FORM CRS RELATIONSHIP SUMMARY (ADV Part 3) · Copyright © 2025 Keener Financial · All Rights Reserved