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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Family Glitch 2023 Fix

November 21, 2022

Family Glitch 2023 fix

There's a 2023 fix for the ACA "Family Glitch." Since the inception of the affordable care act (ACA), if your employer offered affordable health insurance coverage for you as an employee, you were ineligible for ACA subsidies for your family members even if adding them to your employer plan was not … [Read more...]

Filed Under: Insurance, News, Your Finances Tagged With: health insurance

How to Become Financially Fit in 2021

January 1, 2021

Financially Fit 2021

by Christina Slavonik, CFP(R) Oh, yes!  It’s that time of year again! It's time to list out resolutions or goals that we would like to accomplish this year.  There may be some “rollovers” from 2020!  One important resolution to add to your list is to be financially fit.  It’s not something … [Read more...]

Filed Under: Budgeting and Saving, Investing, News, Your Finances Tagged With: 401(k), budgeting, health insurance, Investing, personal finance, Retirement, retirement planning, Taxes

October 2017 Newsletter

October 18, 2017

inflation and your financial plan

Our October newsletter is now available to help with your personal financial planning.  It includes an overview of the third quarter investment market performance, along with a review of Nobel Prize winning economist Richard Thaler's work.  In addition, we have suggestions on how to respond to the … [Read more...]

Filed Under: Budgeting and Saving, Investing, News, Newsletters, Your Finances Tagged With: credit, health insurance, Investing, medicare, personal finance

Health Insurance for College Students

July 24, 2013

As your child prepares to head off to college, probably the last thing on his or her mind is health insurance. But getting sick or injured away from home can be an unpleasant (and expensive) experience--more so if your child doesn't know his or her health-care options. You'll want to make sure that … [Read more...]

Filed Under: Insurance, Your Finances Tagged With: college student health insurance, health insurance

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

Early Retirees & Health Insurance

July 17, 2009

Thinking about retiring early? As part of the decision, you've got to calculate whether you'll have enough retirement income to meet your needs. While adding up the costs of customary living expenses, utilities, and an occasional vacation, don't forget to include another important retirement … [Read more...]

Filed Under: Featured Posts, Insurance, News Tagged With: COBRA, early retirement, health insurance, NE Tarrant County insurance rates, retirement planning, Texas high risk insurance pool, Texas retirement planning

Detail on COBRA subsidy

April 3, 2009

If you've lost your job since September 1 of last year, you'll want to read this post.  The American Recovery and Reinvestment Act (the Act) provides COBRA premium assistance, which offers a temporary 65% reduction in COBRA premiums for eligible beneficiaries. This new provision will affect former … [Read more...]

Filed Under: Featured Posts, Legislative Changes, News Tagged With: American Recovery and Reinvestment Act, COBRA, health insurance, Stimulus bill

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Keener Financial Planning
2 weeks ago
Keener Financial Planning

Our Spring Financial Planning Newsletter with updated investment market perspective, advice on how to handle 401(k) rollovers during times of market volatility, estate planning for your pets, and more! ... See MoreSee Less

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Spring 2025 Financial Planning Newsletter - Keener Financial Planning

keenerfinancial.com

Our Spring 2025 financial planning newsletter is now available. And there’s a lot to cover! We share tips for how to handle 401(k) rollovers during volatile market conditions and a TurboTax double-c...
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Keener Financial Planning
4 weeks ago
Keener Financial Planning

Our office will close early at 3:00 PM today and remain closed through Friday in observance of Good Friday. We will reopen with regular hours on Monday.

Wishing you a safe and wonderful weekend!
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Our office will close early at 3:00 PM today and remain closed through Friday in observance of Good Friday.  We will reopen with regular hours on Monday.

Wishing you a safe and wonderful weekend!
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Keener Financial Planning
1 month ago
Keener Financial Planning

In the midst of a tumultuous period in the investment markets, Christine Benz with Morningstar, Inc. provides a great to-do list for investors. ... See MoreSee Less

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What Now? An Investor’s To-Do List for Chaotic Markets

www.morningstar.com

A down market offers opportunities to check progress toward your long-term investing goals—and even save on taxes.
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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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