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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Financial Planning January 2021 Newsletter

January 12, 2021 By Jean Keener, CFP, CRPC

Keener Financial Planning team

The first quarter financial planning newsletter is now available.  We all have a heightened awareness of the uncertainty of life right now, so our goal for the newsletter is to provide some reassuring insight and perhaps some actionable ideas.  The newsletter includes: Friendly financial … [Read more...]

Filed Under: Budgeting and Saving, Investing, News, Newsletters, Retirement, Taxes, Your Finances Tagged With: budgeting, charitable contributions, investments, Retirement

December 2020 Financial Planning Newsletter

December 7, 2020 By Jean Keener, CFP, CRPC

financial planning newsletter

Our December 2020 financial planning newsletter is now available. It includes year-end financial planning tips from Lead Planner Patty Priddy. What a year 2020 has been! For most people, it is one for the books, or in the infamous words of Mr. Miyagi in Karate Kid, it is a year we want to “Wax … [Read more...]

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

Should You Do Tax Planning Now for the Biden Administration

December 6, 2020 By Jean Keener, CFP, CRPC

Tax Planning as part of your financial plan

A lot's being written right now about how to prepare for the Biden tax plan.  There are click-bate headlines warning of actions you must take now before December 31, 2020.  Before we take any tax planning actions, we need to consider the various scenarios that could unfold. First, we won't know … [Read more...]

Filed Under: Legislative Changes, News Tagged With: tax planning

Virtual Tour of Our New Office

November 6, 2020 By Jean Keener, CFP, CRPC

KFP Virtual Tour

Welcome to our happy space.  We are delighted to share this 4 minute virtual tour of our new office in Keller at 1692 Keller Parkway.  We look forward to many years of hearing about our clients' goals from these rooms -- whether you're here in person or connecting with us online.  And then working … [Read more...]

Filed Under: Featured Posts, News

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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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