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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March 2010 Newsletter

March 9, 2010

The March 2010 Newsletter is now available.  It includes an investment market update, Part II in my series on how to tap into your home equity in retirement, considerations in evaluating an early retirement offer, information on 2009 tax deduction for 2010 Haitian relief contributions, 2011 tax rate … [Read more...]

Filed Under: Investing, Legislative Changes, News, Newsletters, Retirement, Taxes, Your Finances Tagged With: credit card act, early retirement, home buyers credit, Investing, Retirement, retirement income, Taxes

Buying a home to cash in on home buyers tax credit?

November 12, 2009

You may have heard that the first-time home buying tax credit was extended through April 30 next year, and that it now includes a credit for some non-first-time home buyers also.  For details on the extension and who is eligible, visit the IRS website. This is great news if you fall into the … [Read more...]

Filed Under: Budgeting and Saving, Legislative Changes, News, Taxes, Your Finances Tagged With: Credit for First Time Home Buyers, first-time home buyers credit, home buyers credit

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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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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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