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]

  • About Us
    • Our Company
    • Our Services
    • Our Process
    • Meet our Team
    • Affiliations
    • Fee Schedule
    • Disclosure
  • Financial Planning
    • Planner Interview Questions
    • How Planners Are Paid
  • Resources
    • Client Log-In
    • Forms
  • Blog
  • Contact Us

February Personal Finance Newsletter

February 14, 2011

The February personal finance newsletter is now available.  In addition to the investing market update, the topics are: Extension of tax-free charitable contribution option from IRAs for those over 70 1/2 New cost basis reporting rules (important for those with taxable investment … [Read more...]

Filed Under: Insurance, Investing, Legislative Changes, News, Newsletters, Retirement, Taxes, Your Finances Tagged With: cost basis, health care law, Investing, IRA, market update, retirement planning, RMDs, tax-free charitable contributions

New Health Care Law Highlights

April 2, 2010

If you're like me, you found it challenging to keep up with the provisions of the health care bills as they worked through the legislative process.  But now that the bill is law, it's helpful to understand how it may affect your individual situation and any changes that need to be made to your … [Read more...]

Filed Under: Insurance, Investing, Legislative Changes, News, Taxes, Your Finances Tagged With: health care law, health insurance, insurance, Taxes

Free E-Newsletter

Email Newsletter

Sign up to receive free financial planning email updates. We'll never sell your address or spam you.

Latest from Facebook

Comments Box SVG iconsUsed for the like, share, comment, and reaction icons
Author Avatar
Keener Financial Planning
2 days ago

Medicare part D open enrollment ends this Sunday - if you haven't evaluated your plan yet, please make time this week! ... See MoreSee Less

Link thumbnail

HeyMOE—Medicare Part D Open Enrollment Automatic Comparison Tool | Simplify Medicare Plans Today

www.heymoe.com

HeyMOE is the ONLY automatic Medicare Part D review and plan comparison service during Open Enrollment. Save time and money with HeyMOE! Created by well known Medicare experts and trusted by Medicare ...
View on Facebook
· Share
Share on Facebook Share on Twitter Share on Linked In Share by Email
Author Avatar
Keener Financial Planning
7 days ago

If you are an American Airlines pilot considering the MBCBP, the election window closes on December 15th. Rachel and Samuel have highlighted a few key points to help guide your decision-making.

... See MoreSee Less

Link thumbnail

AA Pilots: Market Based Cash Balance Plan (MBCBP) - Keener Financial Planning

keenerfinancial.com

With the MBCBP election window closing on December 15th, Keener Financial Planning provides key points to guide your decision-making.
View on Facebook
· Share
Share on Facebook Share on Twitter Share on Linked In Share by Email
Author Avatar
Keener Financial Planning
7 days ago

We will be closing at 3 pm on Wednesday, November 26th through Friday, November 28th. Enjoy your Thanksgiving! ... See MoreSee Less

We will be closing a
View on Facebook
· Share
Share on Facebook Share on Twitter Share on Linked In Share by Email
Load more

Discuss if we’re a good fit for you

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

  • Email
  • Facebook
  • Instagram
  • LinkedIn
  • Twitter

FORM CRS RELATIONSHIP SUMMARY (ADV Part 3) · Copyright © 2025 Keener Financial · All Rights Reserved