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.

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2019 Year-End Tax Planning

December 13, 2019 By Rachel Songer, CFP

Rachel Songer CFP

With 2019 coming to a close, many of us are preparing for the holidays, and are trying to wind things down. Before you enter that holiday hibernation, we want to remind you of a few tax planning ideas that you may want to add to your holiday “to-do” list. Required Minimum Distributions Be sure … [Read more...]

Filed Under: News, Taxes, Your Finances Tagged With: investment moves to save taxes, tax

May 2009 Newsletter

May 12, 2009 By Jean Keener, CFP, CRPC

The May 2009 newsletter is now available.  It has information on the tax benefits of charitable giving, investing in a low-interest-rate environment, the extension of the federal money market guarantee, and divorce financial planning.  Click here to read the May 2009 newsletter. … [Read more...]

Filed Under: Investing, Newsletters, Taxes Tagged With: charitable giving, divorce financial planning, Investing, low interest rates, money market guarantee, tax

Bailout Bill Tax Changes Affecting Business

November 18, 2008 By Jean Keener, CFP, CRPC

The Emergency Economic Stabilization Act of 2008, referred to by some as the "bailout bill," or, as others prefer to call it, the "rescue plan," was recently enacted in an attempt to help stabilize the turmoil in the U.S. economy. While a great deal of the attention has been focused on the bailout … [Read more...]

Filed Under: Legislative Changes, News, Taxes Tagged With: bailout, business, tax

Ten Gifting Traps to Avoid

November 6, 2008 By Jean Keener, CFP, CRPC

Lifetime gifting can be a powerful estate planning tool. Transferring property during your life, instead of at your death, has many advantages. Making lifetime gifts can be desirable for personal reasons (e.g., to help your children or other family members) or for financial reasons (e.g., saving … [Read more...]

Filed Under: Taxes, Your Finances Tagged With: estate planning, gifting, kiddie tax, life insurance, tax

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Main Office:

1692 Keller Parkway
Keller, TX 76248

Ph: 817-993-0401
Fax: 817-993-0002

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2626 Cole Avenue, 3rd floor
Dallas, TX 75201

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