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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Accessing Cash in Retirement

July 18, 2022 By Samuel Pond

inflation and your financial plan

There is a lot of information available on how to save and invest for retirement. Investors select an asset allocation and learn what accounts to contribute to. But what about in retirement? We are still invested, but instead of saving, we need to spend some of our savings. How much should we have … [Read more...]

Filed Under: Investing, Retirement, Taxes, Your Finances Tagged With: Retirement, retirement income, retirement planning, tax planning

Emergency Fund Check-In

April 24, 2022 By Samuel Pond

Emergency Fund Check-in

In the last two years, we have seen wide ranges in our monthly spending. Two years ago, many people saw their savings increase as they stopped commuting and going out due to COVID-19. When interest rates dropped, individuals lowered their monthly housing costs by refinancing their mortgage.  A year … [Read more...]

Filed Under: Budgeting and Saving, Featured Posts, News, Your Finances Tagged With: budgeting, cash flow, emergency fund, personal finance

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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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