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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October Personal Finance Newsletter

October 16, 2012

The October personal finance newsletter is now available.  It includes the 2013 social security cost of living adjustment and maximum earnings level just announced this morning.  A detailed review of the 3rd quarter investment market performance, plus 2012 year-to-date information is also covered. … [Read more...]

Filed Under: Budgeting and Saving, Estate Planning, Investing, News, Newsletters, Taxes, Your Finances Tagged With: 2013 tax changes, estate planning, ethical will, FSA, Investing, social security

September Personal Finance Newsletter

September 19, 2011

The September personal finance newsletter is now available.  It includes an update on market conditions and advice on the best response to the continued stock market volatility.  In addition, we have perspective on the European debt crisis and information on spousal IRAs and healthcare flexible … [Read more...]

Filed Under: Investing, Living Well, News, Newsletters, Your Finances Tagged With: European debt crisis, flexible spending accounts, FSA, market update, spousal IRA

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Keener Financial Planning
6 days ago
Keener Financial Planning

Our summer 2025 newsletter has updates on how the OBBBA will affect your 2025 tax planning, insights on the investment markets, tips on how to avoid fraud and more! keenerfinancial.com/summer-2025-financial-planning-newsletter/ ... See MoreSee Less

Our summer 2025 newsletter has updates on how the OBBBA will affect your 2025 tax planning, insights on the investment markets, tips on how to avoid fraud and more! https://keenerfinancial.com/summer-2025-financial-planning-newsletter/
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Keener Financial Planning
2 weeks 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 weeks 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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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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