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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November Personal Finance Newsletter

November 10, 2010

The November personal finance newsletter is now available.  It includes information 2011 retirement plan contribution limits -- most are unchanged, but if you're right on the edge of having too much income to make Roth IRA contributions, you should check out the slightly increased income phase-out … [Read more...]

Filed Under: College Funding, Estate Planning, Insurance, Investing, News, Newsletters, Your Finances Tagged With: 2010 inheritance, 2011 retirement plan contribution limits, college financial aid, college pricing trends, insurance, investment market update

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Keener Financial Planning
7 hours ago

The summer 2026 financial planning newsletter is now available. In addition to our investment update and mid-year financial considerations, we share an overview of Trump / 530A accounts including how to find out if your children are eligible for any free money. We also answer the question: “Does your financial planner care how you spend your money?” And, we share reflections on what the World Cup and financial planning have in common. ... See MoreSee Less

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Summer 2026 Financial Planning Newsletter - Keener Financial Planning

keenerfinancial.com

Trump / 530A accounts, World Cup Reflections, Spending Matters, and Investing Market update in our Summer 2026 financial planning newsletter.
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Keener Financial Planning
5 days ago

The World Cup caused us to reflect on how reality can often be better than expectations. ... See MoreSee Less

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Financial Planning and the World Cup: “This Isn’t What I Expected” - Keener Financial Planning

keenerfinancial.com

What's the common thread we see between financial planning and this year's World Cup? "This isn't what I expected."
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Keener Financial Planning
4 weeks ago

In observance of Independence Day, our office will be closing at 3:00 p.m. on Thursday, July 2, and will remain closed through Friday, July 3.

We hope you have a safe, relaxing, and memorable weekend as we celebrate America's 250th birthday! Happy Independence Day!
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In observance of Ind
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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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