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

Texas Tomorrow Fund Deadline Rapidly Approaching

October 21, 2009

For participants in the Texas Guaranteed Tuition Plan (also known as the Texas Tomorrow Fund) an important refund deadline is approaching.  Any refund requests received before November 30 will be processed according to the current rules.  The current rules allow for a refund of the original … [Read more...]

Filed Under: College Funding, News, Your Finances Tagged With: college planning, Texas college planning, Texas education funding, Texas Guaranteed Tuition Plan, Texas Tomorrow Fund, Texas Tomorrow Fund refunds

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Keener Financial Planning
3 weeks ago

Even though we're still working remotely today, our newsletter with key financial numbers for 2026, updates on the investment markets, and more is now available. ... See MoreSee Less

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Winter 2026 Financial Planning Newsletter - Keener Financial Planning

keenerfinancial.com

Our Financial Planning Newsletter is now available with updates for 2026 on key financial figures, investment market trends, and more.
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Keener Financial Planning
3 weeks ago

When the dog insists on a snow day, we listen! 🐶❄️

Our office will be closed on Monday, January 26th and Tuesday, January 27th due to the weather, but our team will be working remotely. Wishing everyone a cozy day! Stay safe and warm!

We'd love to see how your pets are enjoying the snow or snuggling up while you work from home. 📸🐾
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When the dog insists
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Keener Financial Planning
3 weeks ago

For a little light wintery weekend reading, we do a deep dive on how to assess bond fund performance. Enjoy!
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Are Bond Funds as Bad as They Look? - Keener Financial Planning

keenerfinancial.com

Bond funds can get a bad rap when we analyze performance the same way we would a stock fund. Bond funds require a little different approach.
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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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