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.

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January 2016 Financial Planning Newsletter

January 19, 2016

The January 2016 financial planning newsletter is now available.  It includes an update on the investment markets with perspective on the volatility of the last two weeks, plus an overview of 2015 market returns.  In addition, we cover what you need to know when filling out the FAFSA and the tax … [Read more...]

Filed Under: College Funding, Investing, Legislative Changes, News, Newsletters, Taxes, Your Finances Tagged With: college financial planning, FAFSA, Investing, Taxes

FAQ on the Federal Financial Aid Application

December 30, 2011

If you have a child who's attending college in the fall, it's time fill out the federal government's Free Application for Federal Student Aid, the FAFSA.  The FAFSA, should be filed as soon after January 1 as possible in the year your child will be attending college. The reason is that some federal … [Read more...]

Filed Under: College Funding, News Tagged With: education funding, FAFSA, financial aid

Education Funding Recap

August 10, 2009

The world of higher education has received some attention in Washington this year.  I've done several posts on the topic, but wanted to offer this summary of both what's passed and what's proposed in the budget for FY 2010. The American Recovery and Reinvestment Act of 2009 (ARRA) was signed into … [Read more...]

Filed Under: College Funding, Featured Posts, Legislative Changes, News, Your Finances Tagged With: 529, 529 plans, College Funding, education funding, FAFSA, federal family education loans, financial aid, Hope Credit, pell grants

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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If you're considering a Roth conversion, this article provides a good high-level summary of the considerations. Have a great weekend! ... See MoreSee Less

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What Trump’s Megabill Means for Roth IRA Conversions

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The tax-and-spending legislation enacted in July has tax breaks for some savers but makes an already-complex process trickier.
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We're celebrating being Great Place to Work-Certified for the 4th year in a row! www.greatplacetowork.com/certified-company/7047689 ... See MoreSee Less

Were celebrating being Great Place to Work-Certified for the 4th year in a row! https://www.greatplacetowork.com/certified-company/7047689
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In case you need a reminder about the perils of individual stock picking, fee only financial planner Allan Roth shares some highlights in Barron's. ... See MoreSee Less

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Stock-Picking Is Fun. But the Odds of Winning Are Dismal.

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Academic research shows that only a tiny fraction of stocks beat the returns of a broad index over time.
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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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