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
Keener Financial Planning
5 days ago

Sterling Gray shares some recent changes on student loan repayment options: keenerfinancial.com/student-loan-repayment-2026/ ...

Sterling Gray shares
View on Facebook (opens in a new tab)
· Share
Share on Facebook (opens in a new tab) Share on Twitter (opens in a new tab) Share on LinkedIn (opens in a new tab) Share by Email (opens in a new tab)
Keener Financial Planning
5 days ago

Happy to help!For the SIXTH year in a row, our incredible friends at Keener Financial Planning will help double your #NTXGivingDay dollars!

This local small business helps clients meet their goals by providing as-needed, fee-only financial planning and investment advice. Many Keener Financial Planning employees have adopted shelter pets! In their words, "They are part of our families, and we want to help as many furry companions find their forever homes as possible!"

Thank you for your generous support, Keener Financial Planning!

@keenerfinancial
...

Happy to help!
View on Facebook (opens in a new tab)
· Share
Share on Facebook (opens in a new tab) Share on Twitter (opens in a new tab) Share on LinkedIn (opens in a new tab) Share by Email (opens in a new tab)
Keener Financial Planning
3 weeks ago

We're now accepting applications for our summer 2027 financial planning internship! ...

Shared link preview image

Financial Planning Intern - Keener Financial Planning

keenerfinancial.com

Fee only, as-needed financial planning firm offers financial planning internship as career opportunity for college senior graduating in 2025 or 2026.
View on Facebook (opens in a new tab)
· Share
Share on Facebook (opens in a new tab) Share on Twitter (opens in a new tab) Share on LinkedIn (opens in a new tab) Share by Email (opens in a new tab)

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 © 2026 Keener Financial · All Rights Reserved