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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Summer 2024 Financial Planning Newsletter

July 17, 2024

Rachel and Sterling fee only financial planning with clients

The summer 2024 financial planning newsletter is now available. In addition to the investment market update, it includes updates on inherited IRA required minimum distributions, HSA contribution limits, and the new Fincen filing requirement for business entities. The newsletter also highlights … [Read more...]

Filed Under: Legislative Changes, News, Newsletters Tagged With: after-tax retirement contributions, Fincen, health savings, inherited IRA, investment market

October Personal Finance Newsletter

October 15, 2010

The October 2010 personal finance newsletter is now available.  It includes information on social security, medicare open enrollment season, year-end investment planning, and the new small business jobs act provisions.  In addition, an investment market update and information on free financial … [Read more...]

Filed Under: Insurance, Investing, Legislative Changes, News, Newsletters, Retirement, Your Finances Tagged With: 2011 social security COLA, free financial workshops, Investing, investment market, medicare open enrollment, small business

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Keener Financial Planning
4 hours ago
Keener Financial Planning

A very helpful Q&A from Forbes on the provisions in the new law! This bill went through a lot of revisions, so Forbes covers some of the provisions that actually made it into the final version (and what didn't). ... See MoreSee Less

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Answers To Your Individual Tax Questions About The One Big Beautiful Bill Act

advisorstream.com

Got questions about the new deductions for seniors, tips, overtime and car loans? Here’s what readers have been asking—and the answers—about those, as well as other updated tax provisions.
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Keener Financial Planning
1 week ago
Keener Financial Planning

We will be closing at 3 pm today (7/3) and remain closed for Friday (7/4).

Wishing everyone a happy and safe 4th of July weekend!
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We will be closing at 3 pm today (7/3) and remain closed for Friday (7/4).  

Wishing everyone a happy and safe 4th of July weekend!
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Keener Financial Planning
3 weeks ago
Keener Financial Planning

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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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