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.

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The Stimulus Act and You

February 18, 2009 By Jean Keener, CFP, CRPC

On February 17, 2009, President Obama signed into law the American Recovery and Reinvestment Act of 2009 (the 2009 "Stimulus Act"). The legislation carries a projected cost of $787 billion, and contains hundreds of provisions. Key provisions that may be relevant to you include: New Making Work … [Read more...]

Filed Under: Budgeting and Saving, College Funding, Featured Posts, Legislative Changes, News, Taxes, Your Finances Tagged With: American Recovery and Reinvestment Act, AMT, COBRA, Credit for First Time Home Buyers, Hope Credit, legislation, small business, Stimulus bill, tax on unemployment benefits, Taxes

Year End Tax Planning Techniques

December 3, 2008 By Jean Keener, CFP, CRPC

Many tax provisions that had already expired or were scheduled to expire at the end of the year were extended as part of the Emergency Economic Stabilization Act of 2008, signed into law on October 3, 2008. Included in the list of extended provisions is an additional one year alternative minimum tax … [Read more...]

Filed Under: Legislative Changes, Retirement, Taxes Tagged With: AMT, energy efficiency, IRA, Retirement, Taxes

Bail-Out Bill Tax Changes Affecting Individuals

November 6, 2008 By Jean Keener, CFP, CRPC

The Emergency Economic Stabilization Act of 2008, referred to by some as the "bailout bill," or, as others prefer to call it, the "rescue plan," was recently enacted in an attempt to stabilize the turmoil in the U.S. economy. While a great deal of attention has been focused on the true bailout … [Read more...]

Filed Under: Legislative Changes, News, Taxes, Your Finances Tagged With: AMT, bailout, bicyclists, debt, electric vehicles, emergency economic stabilization act, energy tax credits, mortgage, rescue plan, tax

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Main Office:

1692 Keller Parkway
Keller, TX 76248

Ph: 817-993-0401
Fax: 817-993-0002

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Dallas, TX 75201

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