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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April 2017 Financial Planning Newsletter

April 24, 2017 by Jean Keener, CFP®, CRPC™

Our April financial planning newsletter is now available.  It covers an update on the investment markets for first quarter, along with our perspective on current market valuations.  In addition, we give you the most important retirement plan and tax limits for 2017 — if you haven’t already reviewed your 401k contribution levels for this year, now is a great time.  Plus, we have information on who needs to file a gift tax return and IRS-approved ways to avoid the 10% early withdrawal penalty on your retirement plans.  Please click here to read the newsletter.

Filed Under: Investing, News, Newsletters, Retirement, Taxes, Your Finances Tagged With: Investing, Retirement, Taxes

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Keener Financial Planning
18 hours ago

We've opened up 2 new positions to join our amazing team at our office in Keller: Financial Planning Associate and Administrative Assistant. If you know someone special who values doing what's best for the client and being part of a collaborative, hard-working team, please share these postings. Thank you! keenerfinancial.com/join-our-team/ ...

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Keener Financial Planning
2 days ago

Update 11/13/2026 - Outlook appears to be back up and running this morning. If you were expecting communication from us and haven't received it, please let us know. ...

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Keener Financial Planning
4 weeks ago

Founder Jean Keener is featured in this article from Kiplinger about the Garrett Planning Network and how to find a fee-only, as-needed financial planner. ...

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Ordinary Americans Need Financial Advice, Not a Sales Pitch — and This Professional Network Wants to Help

www.kiplinger.com

The Garrett Planning Network of financial professionals aims to break down the barriers stopping ordinary Americans from getting the unbiased guidance they need.
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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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