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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May 2013 Personal Finance Newsletter

May 22, 2013

The May personal finance newsletter is now available.  In addition to the introduction of our new staff members Jordan Nightingale and Rachel Songer, it includes financial planning information on understanding your expenses in your 401k as you plan your retirement, how to use payable on death … [Read more...]

Filed Under: Estate Planning, Investing, Legislative Changes, News, Newsletters, Your Finances Tagged With: 401(k), college planning, estate planning, Investing, Retirement

June Personal Finance Newsletter

June 17, 2011

The June personal finance newsletter is now available.  It includes an investment market update and articles on several personal financial planning topics.  There's information on how long to keep financial records, perspective on the debt ceiling debate, an update on the new "net college cost" … [Read more...]

Filed Under: College Funding, Insurance, Investing, News, Newsletters, Retirement, Your Finances Tagged With: college planning, personal finance, veterans pension

January 2011 Personal Finance Newsletter

January 14, 2011

The January newsletter is now available with a 2010 investment market recap, a humorous look at investing resolutions for the new year, and details on the estate tax changes enacted in December.  It also includes an announcement of topics for the Keller Public Library personal finance workshop … [Read more...]

Filed Under: College Funding, Estate Planning, Investing, Legislative Changes, News, Newsletters, Seminars & Events, Your Finances Tagged With: college planning, estate tax, Investing, market update

Texans’ Options with 529 Education Savings Plans

January 27, 2010

Many states provide an incentive for their residents to use their state’s 529 plan through use of a state income tax deduction.  Because Texas doesn’t have a state income tax, your options are really completely open in terms of what state’s 529 savings plan you use.  You can go shopping for the best … [Read more...]

Filed Under: College Funding, News, Your Finances Tagged With: 529 plans, 529 plans for Texans, college financial advising, college financial planning, college planning, education financial advising, education financial planning, education planning, saving for college, Texas college planning, Texas education funding

College Pricing Trends

October 29, 2009

Every October, the College Board releases its Trends in College Pricing report that highlights college cost increases and trends. While costs can vary significantly by region and individual college, the College Board publishes average cost figures, which are based on its survey of 3,500 colleges … [Read more...]

Filed Under: College Funding, News, Your Finances Tagged With: college costs, College Funding, college planning, cost of college, education, education funding, education planning, student aid trends

Texas Tomorrow Fund Deadline Rapidly Approaching

October 21, 2009

For participants in the Texas Guaranteed Tuition Plan (also known as the Texas Tomorrow Fund) an important refund deadline is approaching.  Any refund requests received before November 30 will be processed according to the current rules.  The current rules allow for a refund of the original … [Read more...]

Filed Under: College Funding, News, Your Finances Tagged With: college planning, Texas college planning, Texas education funding, Texas Guaranteed Tuition Plan, Texas Tomorrow Fund, Texas Tomorrow Fund refunds

How much financial aid?

December 5, 2008

You can now get an estimate of how much financial aid your child will qualify for before you actually apply.  The U.S. Department of Education offers an online financial aid tool to help families better prepare for the cost of college. Called the FAFSA4caster (catchy, isn't it?), it's modeled on the … [Read more...]

Filed Under: College Funding Tagged With: college planning, FAFSA, financial aid

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Keener Financial Planning
1 day ago
Keener Financial Planning

Happy Friday! As you head out to the weekend, we wanted to update you on how we're using AI at Keener Financial Planning. Please let us know of any questions! ... See MoreSee Less

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How We're Using AI - Keener Financial Planning

keenerfinancial.com

We share how we're protecting client data security, ensuring continued accuracy and personalization, and seeking efficiency with AI.
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Keener Financial Planning
2 days ago
Keener Financial Planning

A very helpful Q&A from Forbes on the provisions in the new law! This bill went through a lot of revisions, so Forbes covers some of the provisions that actually made it into the final version (and what didn't). ... See MoreSee Less

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Answers To Your Individual Tax Questions About The One Big Beautiful Bill Act

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Got questions about the new deductions for seniors, tips, overtime and car loans? Here’s what readers have been asking—and the answers—about those, as well as other updated tax provisions.
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Keener Financial Planning
1 week ago
Keener Financial Planning

We will be closing at 3 pm today (7/3) and remain closed for Friday (7/4).

Wishing everyone a happy and safe 4th of July weekend!
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We will be closing at 3 pm today (7/3) and remain closed for Friday (7/4).  

Wishing everyone a happy and safe 4th of July weekend!
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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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