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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June 2009 Newsletter

June 2, 2009

The June 2009 newsletter is now available.  It includes articles on the new credit card law provisions, energy-efficient tax credits, estate planning for second marriages, and social security planning.  Click here to read it. … [Read more...]

Filed Under: Estate Planning, Featured Posts, Investing, Legislative Changes, News, Newsletters, Retirement, Taxes, Your Finances Tagged With: credit card law provisions, energy tax credits, estate planning, market update, second marriage, social security, Taxes

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
6 days ago

While many of us are dressed as financial planners today, Catherine and Thomas are in the Halloween spirit! Wishing you a safe and fun time this evening! ... See MoreSee Less

While many of us are
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Keener Financial Planning
6 days ago

While many of us are dressed as financial planners today, Catherine and Thomas are in the Halloween spirit! Wishing you a safe and fun time this evening! ... See MoreSee Less

While many of us are
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Keener Financial Planning
2 weeks ago

The newsletter includes an invitation to our upcoming book club, as well as our quarterly update on the investment markets. In addition, we share planning ideas around open enrollment and 2026 catch-up contributions for high earners. We also have shutdown financial planning guidance for federal employees. And we share our latest team update. ... See MoreSee Less

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Fall 2025 Financial Planning Newsletter - Keener Financial Planning

keenerfinancial.com

Our fall 2025 financial planning newsletter is now available. It includes an invitation to our upcoming book club, as well as our quarterly update on the investment markets. In addition, we share plan...
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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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