Rachel was recently asked by Redfin to provide financial advice to first time home buyers. She shared: We recommend that you have a good handle on where your money is going today. From here, forecast out what the expenses associated with the house will look like: mortgage payment, taxes, … [Read more...]
D Magazine 2019 Top Wealth Managers and Best Financial Planners
We are delighted to share that Keener Financial Planning once again was included in the Top Wealth Managers in DFW list for 2019. We were one of 24 firms named out of 42 applicants. According to D Magazine, a panel of esteemed local wealth managers reviewed the final list and the selection was … [Read more...]
Kids and Money with Financial Planner Patty Priddy
Keener Financial Planning is proud to be participating in the Dream Big Sammy Rabbit program on Kids and Money. To help with the program, Patty Priddy, CFP®, recently shared her some of her early experiences with money and her perspective on how to raise money-smart kids. She focuses on the … [Read more...]
2018 Market Recap
2018 was a challenging year for investors around the world. Nearly all asset classes except for cash and some bonds had negative returns for the year. It reinforced the importance of diversification and the need for a long-term investment strategy. You can see our full market review in the Keener … [Read more...]
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