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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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

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Keener Financial Planning
11 hours ago

We will be closed at 3:00 pm on Friday, May 22nd through Monday, May 25th in honor of Memorial Day. ... See MoreSee Less

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Keener Financial Planning
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There are a few spots available for our Day in the Life of a Financial Planner Series on Tuesday, June 2nd at 11:00 am. Please email [email protected] to RSVP. ... See MoreSee Less

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Keener Financial Planning
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Our spring newsletter has perspective on oil prices and the investment markets for the long-term investor, how to plan for your digital legacy, financial myth bustin', and more! ... See MoreSee Less

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Spring 2026 Financial Planning Newsletter - Keener Financial Planning

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Perspective on the oil prices and the investment markets, how to think about volatility as a long-term investor, and more
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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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