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 By Jean Keener, CFP, CRPC

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 By Jean Keener, CFP, CRPC

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
5 hours ago
Keener Financial Planning

Just a heads up...We will be closed tomorrow, Friday, December 8th, for our annual team building day. We are excited to set goals and strengthen our teamwork, ensuring the best service for all our amazing clients. ... See MoreSee Less

Just a heads up...We will be closed tomorrow, Friday, December 8th, for our annual team building day. We are excited to set goals and strengthen our teamwork, ensuring the best service for all our amazing clients.
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Keener Financial Planning
2 days ago
Keener Financial Planning

Another helpful reminder that we don't have to predict the timing of recessions to be successful long-term investors! ... See MoreSee Less

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Long-Term Investors, Don’t Let a Recession Faze You | Dimensional

www.dimensional.com

In the past century, there have been 15 recessions in the US. In 11 of them, stock returns were positive two years after the recession began.
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Keener Financial Planning
5 days ago
Keener Financial Planning

Our quick reference for 2024 financial planning figures is now available -- it includes the 401k, IRA, and HSA contribution maximums and more! ... See MoreSee Less

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2024 Key Financial Planning Numbers - Keener Financial Planning

keenerfinancial.com

Here’s a quick-reference sheet for some of the 2024 key financial planning numbers. It includes tax brackets, retirement plan contribution maximums, education credits, estate tax exemptions, HSA and...
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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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