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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October Personal Finance Newsletter

October 15, 2010 By Jean Keener, CFP, CRPC

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

The Stimulus Act and You

February 18, 2009 By Jean Keener, CFP, CRPC

On February 17, 2009, President Obama signed into law the American Recovery and Reinvestment Act of 2009 (the 2009 "Stimulus Act"). The legislation carries a projected cost of $787 billion, and contains hundreds of provisions. Key provisions that may be relevant to you include: New Making Work … [Read more...]

Filed Under: Budgeting and Saving, College Funding, Featured Posts, Legislative Changes, News, Taxes, Your Finances Tagged With: American Recovery and Reinvestment Act, AMT, COBRA, Credit for First Time Home Buyers, Hope Credit, legislation, small business, Stimulus bill, tax on unemployment benefits, Taxes

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Keener Financial Planning
2 days ago
Keener Financial Planning

Another helpful reminder that we don't have to predict the timing of recessions to be successful long-term investors! ... See MoreSee Less

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Long-Term Investors, Don’t Let a Recession Faze You | Dimensional

www.dimensional.com

In the past century, there have been 15 recessions in the US. In 11 of them, stock returns were positive two years after the recession began.
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Keener Financial Planning
5 days ago
Keener Financial Planning

Our quick reference for 2024 financial planning figures is now available -- it includes the 401k, IRA, and HSA contribution maximums and more! ... See MoreSee Less

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2024 Key Financial Planning Numbers - Keener Financial Planning

keenerfinancial.com

Here’s a quick-reference sheet for some of the 2024 key financial planning numbers. It includes tax brackets, retirement plan contribution maximums, education credits, estate tax exemptions, HSA and...
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Keener Financial Planning
1 week ago
Keener Financial Planning

We're so honored to be included in the D Magazine Best Financial Planners and Top Wealth Managers list again!

keenerfinancial.com/keener-financial-in-d-magazine-2023-best-financial-planners-and-top-wealth-ma...
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Were so honored to be included in the D Magazine Best Financial Planners and Top Wealth Managers list again!

https://keenerfinancial.com/keener-financial-in-d-magazine-2023-best-financial-planners-and-top-wealth-managers/
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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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