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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September Personal Finance Newsletter

September 19, 2011

The September personal finance newsletter is now available.  It includes an update on market conditions and advice on the best response to the continued stock market volatility.  In addition, we have perspective on the European debt crisis and information on spousal IRAs and healthcare flexible … [Read more...]

Filed Under: Investing, Living Well, News, Newsletters, Your Finances Tagged With: European debt crisis, flexible spending accounts, FSA, market update, spousal IRA

February Personal Finance Newsletter

February 14, 2011

The February personal finance newsletter is now available.  In addition to the investing market update, the topics are: Extension of tax-free charitable contribution option from IRAs for those over 70 1/2 New cost basis reporting rules (important for those with taxable investment … [Read more...]

Filed Under: Insurance, Investing, Legislative Changes, News, Newsletters, Retirement, Taxes, Your Finances Tagged With: cost basis, health care law, Investing, IRA, market update, retirement planning, RMDs, tax-free charitable contributions

January 2011 Personal Finance Newsletter

January 14, 2011

The January newsletter is now available with a 2010 investment market recap, a humorous look at investing resolutions for the new year, and details on the estate tax changes enacted in December.  It also includes an announcement of topics for the Keller Public Library personal finance workshop … [Read more...]

Filed Under: College Funding, Estate Planning, Investing, Legislative Changes, News, Newsletters, Seminars & Events, Your Finances Tagged With: college planning, estate tax, Investing, market update

June 2009 Newsletter

June 2, 2009

The June 2009 newsletter is now available.  It includes articles on the new credit card law provisions, energy-efficient tax credits, estate planning for second marriages, and social security planning.  Click here to read it. … [Read more...]

Filed Under: Estate Planning, Featured Posts, Investing, Legislative Changes, News, Newsletters, Retirement, Taxes, Your Finances Tagged With: credit card law provisions, energy tax credits, estate planning, market update, second marriage, social security, Taxes

April 2009 Newsletter

April 6, 2009

The April 2009 newsletter is now available online.  It includes an update on market conditions, plus information on the Cobra subsidy, writing off worthless securities on your taxes, an estate planning pitfall to avoid, a conversation for parents about saving for retirement vs. college, and a how-to … [Read more...]

Filed Under: Budgeting and Saving, College Funding, Debt Management, Estate Planning, Investing, Legislative Changes, Newsletters, Retirement, Taxes Tagged With: budgeting and saving, college, estate planning, Investing, market update, Retirement, worthless securities

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Keener Financial Planning
3 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
4 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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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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