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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August 2013 Personal Finance Newsletter

August 22, 2013

The August Personal Finance Newsletter is now available.  It includes information on how this summer's Supreme Court rulings on same-sex marriage affects financial planning for couples in Texas and other states.  It also covers an update on the bond market, how to fix an error on your credit report, … [Read more...]

Filed Under: Debt Management, Investing, News, Newsletters, Retirement, Seminars & Events, Taxes, Your Finances Tagged With: credit scores, Investing, Keller retirement workshop, retirement planning, same-sex couples financial planning, Taxes

Keller Retirement Planning Workshops 2013 Schedule

November 12, 2012

I'm pleased to announce the schedule for my first quarter 2013 Keller Personal Finance Workshops.    The series is entitled Countdown to Retirement and is designed for individuals and couples within 5 – 10 years of retirement.  January, Part I: Creating your Retirement Plan This session will … [Read more...]

Filed Under: Investing, News, Retirement, Seminars & Events, Your Finances Tagged With: Investing, Keller retirement workshop, Retirement, social security

Keller Public Library Free Retirement Workshop

March 29, 2010

Your Retirement Savings Game Plan Free Workshop at Keller Public Library on Tuesday, April 20 at 6:30 pm.  Designed for individuals and couples who are pre-retirement, we will cover how much you need to save for retirement and the best types of accounts to use for different situations for … [Read more...]

Filed Under: News, Retirement, Seminars & Events, Your Finances Tagged With: financial planning, Keller financial planning, Keller retirement planning, Keller retirement workshop, retirement planning

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Keener Financial Planning
4 days ago
Keener Financial Planning

Happy Friday! As you head out to the weekend, we wanted to update you on how we're using AI at Keener Financial Planning. Please let us know of any questions! ... See MoreSee Less

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How We're Using AI - Keener Financial Planning

keenerfinancial.com

We share how we're protecting client data security, ensuring continued accuracy and personalization, and seeking efficiency with AI.
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Keener Financial Planning
5 days 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
2 weeks 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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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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