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 2016 Financial Planning Newsletter

October 24, 2016 By Jean Keener, CFP, CRPC

The October Financial Planning newsletter is now available.  In addition to an investment market update, it includes an update on the social security cost-of-living adjustment, tips on inheriting an IRA, a third quarter investment summary, year-end tax tips and more.  To read the newsletter, click … [Read more...]

Filed Under: Investing, News, Newsletters, Retirement, Taxes, Your Finances Tagged With: inherited IRA, Investing, Retirement, social security, tax planning

July 2016 Personal Finance Newsletter

July 7, 2016 By Jean Keener, CFP, CRPC

Our July newsletter is now available.  On investing, it includes a second quarter investment market review and our commentary on why fears about Brexit may be overblown.  In addition, it covers the highlights of the June 2016 Social Security and Medicare Trustees' Reports and a Q&A on how the … [Read more...]

Filed Under: Investing, News, Newsletters, Retirement, Your Finances Tagged With: Investing, medicare, Retirement, social security

November 2015 Financial Planning Newsletter

January 18, 2016 By Jean Keener, CFP, CRPC

Our November 2015 is now available online.  It includes details about the social security law changes enacted last fall, as well as action that those ages 66 - 69 before April 29 this year will want to consider taking.  In addition, it provides 2016 retirement plan limits, and the Medicare Part B … [Read more...]

Filed Under: Legislative Changes, News, Newsletters Tagged With: 2016 retirement plan contribution limits, medicare, social security

Major changes in social security strategies for retirees

November 3, 2015 By Jean Keener, CFP, CRPC

As a result of the budget bill passed last week, two social security strategies that we've recommended to many clients over the years are no longer available or significantly limited. File and Suspend The strategy involves one spouse filing an application for retirement benefits when he or she … [Read more...]

Filed Under: Legislative Changes, News, Retirement, Your Finances Tagged With: file and suspend, restricted application, Retirement, social security

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Keener Financial Planning
6 hours ago
Keener Financial Planning

Just a heads up...We will be closed tomorrow, Friday, December 8th, for our annual team building day. We are excited to set goals and strengthen our teamwork, ensuring the best service for all our amazing clients. ... See MoreSee Less

Just a heads up...We will be closed tomorrow, Friday, December 8th, for our annual team building day. We are excited to set goals and strengthen our teamwork, ensuring the best service for all our amazing clients.
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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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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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