Quoted in Kiplinger Personal Finance Magazine
December 7, 2009 by Jean Keener, CRPC, CFDP · Leave a Comment
I was recently quoted in “4 Ways to Trim Your Spending” by Laura Cohn in the January 2010 issue of Kiplinger Personal Finance Magazine. Laura and I discussed that having one or two areas of luxury in your life is not a bad thing — it’s actually a good thing because it helps avoid a sense of deprivation that can lead to seriously blowing your budget. But choosing an area or areas of indulgence that makes sense given your income, other expenses, and goals is important. Where we can really get into trouble is allowing the indulgence to spread to too many aspects of our lives. The luxury vehicle, a nice home, designer clothes, fine dining, spa services, wine and grocery purchases, and lots of travel are some of the areas that can be just fine if we have one area of indulgence and it’s supported by our budget. But these same areas can lead to spending trouble for all but the wealthiest if we enjoy too many on a regular basis.
Quoted in Dallas Morning News on 2010 Roth conversions
October 25, 2009 by Jean Keener, CRPC, CFDP · Leave a Comment
I had the opportunity to talk with Pamela Yip, personal finance columnist at the Dallas Morning News, a couple weeks back about 2010 Roth IRA conversions. Her article provides a good synopsis of the changes for 2010, and quotes me on when conversion makes the most sense. Click here to read the article.
Quoted in couples and money article
October 15, 2009 by Jean Keener, CRPC, CFDP · Leave a Comment
Associated Press Personal Finance Writer Eileen AJ Connelly interviewed me earlier this week about couples and money. Her questions were about whether joint accounts or separate accounts were better for couples to manage their money. The recent John and Kate debacle is what sparked public interest in the subject matter. But no matter what causes the attention, it’s always great to get couples talking with each other about money.
My answer: bottom line, there’s not one system that’s best for everyone. The important thing is to communicate well with each other and devise a system that makes sense to each of you and your relationship. It’s also really important that both people in the relationship are involved in managing the couple’s finances at least on some level. See her article on Oregon Live.
Best Financial Planner Award
September 23, 2009 by Jean Keener, CRPC, CFDP · Leave a Comment
The Keller Citizen released their Best of the Best 2009 issue this morning, and I’m delighted to share that I was voted best financial planner in Keller by readers of the paper.
Thank you to everyone that voted! I greatly enjoy being a part of the Keller community and appreciate your support.
To view the winners in all the categories, visit the Keller Citizen’s website.
Interview with Channel 11’s Joel Thomas
February 24, 2009 by Jean Keener, CRPC, CFDP · Leave a Comment
See my interview with Channel 11’s Joel Thomas on the day of the Your Money Bus tour. We talked about the importance of saving and planning for how you want to live now and in the future. Coverage of the Your Money Bus tour was included as part of their Surviving 09 series.
http://cbs11tv.com/video/?id=39019@ktvt.dayport.com
KFP is Chamber Member of the Month
January 12, 2009 by Jean Keener, CRPC, CFDP · Leave a Comment
On Friday at the Greater Keller Chamber of Commerce monthly luncheon, Keener Financial Planning received the Member of the Month award. This was a huge honor, and I really appreciate the chamber for recognizing the company’s contributions to the community and chamber in this way. Thank you!
Jean with fellow chamber member Erik Wulfers
Investment News quotes Jean
November 9, 2008 by Jean Keener, CRPC, CFDP · Leave a Comment
In an article on the performance of big mutual funds in the recent market downtown, Sue Asci writes about how 60% of the big mutual funds are under-performing the S&P 500 Index. I was quoted on how the under-performance is making investors more willing to consider an index strategy. See the full article on Investment News’ website.
October 2008 Newsletter
November 2, 2008 by Jean Keener, CRPC, CFDP · Leave a Comment
View our October 2008 Newsletter.
Ask the Planner at The Dallas Morning News
October 29, 2008 by Jean Keener, CRPC, CFDP · Leave a Comment
October 6 – 12 was National Financial Planning Week. In recognition of this week, Pamela Yip at The Dallas Morning News hosted an “Ask the Financial Planner” session through call-in and chat on Sunday, October 6. I participated in the chat session, and we answered questions on annuities, bankruptcy, FDIC insurance, safety of investments, retirement income, and more. Check out the transcript on DallasNews.com.
If you would like to download the PDF, click here.
Jean contributes to new Dummies book
October 29, 2008 by Jean Keener, CRPC, CFDP · Leave a Comment
Book now on sale!
The New Dummies book by Sheryl Garrett and the Garrett Planning Network is out! Jean contributed Chaper 37: Sort Through an Investment’s Return. Check back soon to read the chapter online and see scheduled book talks.