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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New Rules for College Campus Pre-paid Credit Cards

July 12, 2016

Advertisements aimed at promoting a particular financial institution's debit and prepaid credit cards are a common sight on many college campuses today. While many financial institutions have partnerships with colleges to market these products, consumer groups argue that they sometimes come at a … [Read more...]

Filed Under: College Funding, Debt Management, News, Your Finances Tagged With: college, debt

Paying Off Debt in 2016

January 25, 2016

One of KFP's Financial Planners Beth Shurtz was quoted in the International Business Times on the key first steps on paying off credit cards and getting out of debt. “Get all the statements and plug them into a software or a basic Excel spreadsheet to help prioritize which ones should be knocked … [Read more...]

Filed Under: Debt Management, News, Our Advice in the News, Your Finances Tagged With: debt

April 2012 Personal Finance Newsletter

April 26, 2012

The April personal finance newsletter is now available.  It includes the investment market update from January - March 2012, how to decide whether to pay down debt or save and invest, and planning for a career change.  In addition, there's information on upcoming retirement income and social … [Read more...]

Filed Under: Budgeting and Saving, Debt Management, Investing, News, Newsletters, Retirement, Seminars & Events, Your Finances Tagged With: career change, debt, Investing, retirement income workshop, social security workshop

Free Financial Advice Bus Tour in D-FW

February 6, 2009

Mark your calendars for February 23 from 11:30 to 1:30.  The national Your Money Bus tour will be making a stop at a place near and dear to my heart – Southlake Central Market.  Local financial advisors, including me, will be there to answer your financial questions at no charge. We’re all keenly … [Read more...]

Filed Under: Budgeting and Saving, Debt Management, News, Seminars & Events Tagged With: Central Market, debt, free financial advice, Kiplingers, NAPFA, savings, TD Ameritrade, your money bus

Bail-Out Bill Tax Changes Affecting Individuals

November 6, 2008

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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Keener Financial Planning
3 days 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
4 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

advisorstream.com

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
2 weeks 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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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

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