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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Q1 2022 Financial Planning Newsletter

January 24, 2022

Our Q1 2022 financial planning newsletter is now available.  In addition to an investment market update, we discuss the potential for a bear market and how that affects your actions now.  We also dig into how inflation affects your financial plan and cover the upcoming student loan interest and … [Read more...]

Filed Under: Debt Management, Investing, Legislative Changes, News, Newsletters, Retirement, Taxes, Your Finances Tagged With: inflation, Investing, Roth conversion

Roth conversion of after-tax contributions – limited time only?

October 22, 2021

Certified Financial Planner professionals visiting with client

We don’t normally invest much energy in discussing pending legislation until it becomes law.  However, the Build Back Better reconciliation bill introduced in Congress on September 13 creates a time-sensitive opportunity for Roth conversions of after-tax dollars. Beginning in 2022, after-tax … [Read more...]

Filed Under: Legislative Changes, News, Retirement, Taxes, Your Finances Tagged With: Roth conversion

Converting After-Tax 401k contributions to Roth

January 27, 2015

It's time to reconsider whether making after-tax contributions to a 401k is a good financial planning strategy. Prior to the IRS' ruling last fall, it was unclear whether you could convert after-tax 401k  contributions to Roth.  And if you did convert them, there was disagreement in the financial … [Read more...]

Filed Under: Legislative Changes, News, Retirement, Taxes, Your Finances Tagged With: retirement planning, Roth conversion, tax planning

Advice Featured in Dallas Morning News

October 11, 2010

The Dallas Morning News hosts an annual financial planning hotline and web chat to allow readers to get free financial advice from members of the Dallas-Fort Worth Financial Planning Assocation.  I've participated in this event for each of the last 3 years, and this year's questions reflected many … [Read more...]

Filed Under: Budgeting and Saving, Debt Management, Investing, News, Our Advice in the News, Retirement, Your Finances Tagged With: 401(k), debt management, IRA roll over, retirement savings, Roth conversion

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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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