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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Texans’ Options with 529 Education Savings Plans

January 27, 2010

Many states provide an incentive for their residents to use their state’s 529 plan through use of a state income tax deduction.  Because Texas doesn’t have a state income tax, your options are really completely open in terms of what state’s 529 savings plan you use.  You can go shopping for the best … [Read more...]

Filed Under: College Funding, News, Your Finances Tagged With: 529 plans, 529 plans for Texans, college financial advising, college financial planning, college planning, education financial advising, education financial planning, education planning, saving for college, Texas college planning, Texas education funding

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Keener Financial Planning
2 weeks ago
Keener Financial Planning

The newsletter includes an invitation to our upcoming book club, as well as our quarterly update on the investment markets. In addition, we share planning ideas around open enrollment and 2026 catch-up contributions for high earners. We also have shutdown financial planning guidance for federal employees. And we share our latest team update. ... See MoreSee Less

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Fall 2025 Financial Planning Newsletter - Keener Financial Planning

keenerfinancial.com

Our fall 2025 financial planning newsletter is now available. It includes an invitation to our upcoming book club, as well as our quarterly update on the investment markets. In addition, we share plan...
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Keener Financial Planning
2 weeks ago
Keener Financial Planning

Financial Planning Tips for federal employees during the shutdown: ... See MoreSee Less

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Financial Planning Tips during the Shutdown - Keener Financial Planning

keenerfinancial.com

Financial planning tips for federal employees on how to manage the shutdown for those with an emergency fund and without one.
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Keener Financial Planning
2 weeks ago
Keener Financial Planning

If your W2 income is over $145,000 in 2025 and you're making pre-tax catch-up contributions in your 401k, your savings for next year will need to change. We've got the details plus potential strategies! ... See MoreSee Less

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Catch-Up Contributions in 2026 - Keener Financial Planning

keenerfinancial.com

Catch-up contribution rules for high earners in 2026 require a little navigating. Learn the options available to you here.
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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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