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
1 week ago

Delighted to see Keener Financial Planning at #7 on Financial Planning's 18 Best Places to Work in Money Management list. ... See MoreSee Less

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The 18 best places to work in money management

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Our latest ranking of money managers' workplaces in conjunction with Best Companies Group produces a return champion and some new additions.
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Keener Financial Planning
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Medicare part D open enrollment ends this Sunday - if you haven't evaluated your plan yet, please make time this week! ... See MoreSee Less

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

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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 ...
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Keener Financial Planning
3 weeks 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.

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

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With the MBCBP election window closing on December 15th, Keener Financial Planning provides key points to guide your decision-making.
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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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