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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Tax benefits from charitable giving in 2024

October 15, 2024

Jean Keener and Samuel Pond - Charitable giving tax benefits

Yes! You can still get tax benefits from charitable giving in 2024. With the higher standard deduction, you may have seen your charitable efforts have a reduced or no benefit on your taxes in recent years. However, it's still possible for your generosity to save money on taxes. It just may require a … [Read more...]

Filed Under: Featured Posts, News, Taxes, Your Finances Tagged With: charitable giving, Taxes

Fall 2023 Financial Planning Newsletter

October 16, 2023

Fall 2023 Financial Planning Newsletter

The fall 2023 financial planning newsletter is now available. We cover an update on the investment markets along with year-end planning reminders. Plus, we cover how to give to charities and your heirs most tax efficiently if you have charitable intent with your estate planning. In addition, we have … [Read more...]

Filed Under: Investing, News, Newsletters, Taxes, Your Finances Tagged With: AA Pilots, charitable giving, Investing, year-end planning

Can You Benefit from Qualified Charitable Distributions?

December 22, 2020

Qualified Charitable Distributions

Qualified Charitable Distributions (QCDs) are a great way to reduce tax liability for those who are charitably inclined. Qualified Charitable Distributions are distributions from an IRA that are donated directly to a qualified charity. The account holder must be over age 70 ½ and the distribution … [Read more...]

Filed Under: Featured Posts, Retirement, Taxes, Your Finances Tagged With: charitable giving, IRA, IRA distributions, Qualified Charitable Distributions, RMDs, tax planning, tax-free charitable contributions

Is a Donor Advised Fund Right for You?

December 18, 2020

Donor Advised Fund

Donor Advised Funds (DAFs) are a great tax planning tool for those who are charitably inclined. They are especially compelling when you have highly appreciated stock in a brokerage account or if your income is significantly higher than usual in any given year. Understanding the Tax … [Read more...]

Filed Under: Investing, Taxes Tagged With: Appreciated stock, charitable contributions, charitable giving, Donor Advised Funds, tax planning

November/December Personal Finance Newsletter

December 26, 2012

The November/December Personal Finance Newsletter is now available.  It includes information on the 2013 retirement plan limits and an update on investment market performance.  There are also two articles relevant to the fiscal cliff negotiations -- a review of the considerations in harvesting long … [Read more...]

Filed Under: Investing, Legislative Changes, Living Well, News, Newsletters, Retirement, Taxes, Your Finances Tagged With: charitable giving, Investing, Retirement, Taxes

How to Give to Charity Wisely and Well

December 11, 2012

Giving to charity has never been easier. You can donate the old-fashioned way--by mail--but you can also donate online, by text, or through social networking sites. According to the National Center for Charitable Statistics, over 1.4 million nonprofit organizations are registered with the IRS. With … [Read more...]

Filed Under: Living Well, News, Your Finances Tagged With: charitable giving

March Personal Finance Newsletter

March 14, 2011

The March personal financial planning newsletter is now available.   It includes an update on the investment market, tips on cutting discretionary spending to build your cash reserve, planned charitable giving, and social security survivors benefit.  There's also a special guest column from attorney … [Read more...]

Filed Under: Budgeting and Saving, Estate Planning, Investing, News, Newsletters, Retirement, Your Finances Tagged With: budgeting, charitable giving, estate planning, Investing, social security

Charitable Giving as Part of Your Estate Plan

November 3, 2009

As the holidays approach, it’s a good time to consider charitable giving as a potential part of your estate plan.  Giving provides a sense of personal satisfaction, and it can be beneficial from a financial planning perspective.   If you’re one of the 2% of Americans currently subject to the … [Read more...]

Filed Under: Estate Planning, News, Your Finances Tagged With: charitable giving, Charitable Lead Trust, charitable remainder trust, CLT, CRT, estate planning

May 2009 Newsletter

May 12, 2009

The May 2009 newsletter is now available.  It has information on the tax benefits of charitable giving, investing in a low-interest-rate environment, the extension of the federal money market guarantee, and divorce financial planning.  Click here to read the May 2009 newsletter. … [Read more...]

Filed Under: Investing, Newsletters, Taxes Tagged With: charitable giving, divorce financial planning, Investing, low interest rates, money market guarantee, tax

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Keener Financial Planning
3 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
1 month 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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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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