Our fall 2025 financial planning newsletter is now available. It includes an invitation to our upcoming book club, as well as our quarterly update on the investment markets. In addition, we share planning ideas around open enrollment and 2026 catch-up contributions for high earners. We also have … [Read more...]
Financial Planning Tips during the Shutdown
If you're not receiving pay as a federal employee because of the government shutdown, the financial effects are very similar to an actual job loss. There are lots of resources on how to financially prepare for a potential job loss. In this article, we want to address the best shutdown financial … [Read more...]
Catch-Up Contributions in 2026
The SECURE 2.0 Act passed right at the end of 2022. While it's not quite BC (before COVID), it's still nearly 3 years ago. Most notably, it adjusted the required minimum distribution (RMD) age for IRA owners not already subject to RMDs, but there was something else in there that needs a good … [Read more...]
DFW Best Financial Planners
We're honored to be included again in the D Magazine lists for DFW Best Financial Planners and Top Wealth Managers. Financial planning peers in the Dallas-Ft. Worth area vote for these lists, and we are grateful to be among such great company. DFW Best Financial Planners Jean Keener, CFP®, … [Read more...]
Your Money: Fall 2025 Book Club
We're holding another book club on Carl Richards' new book Your Money: Reimagining Wealth in 101 Simple Sketches. And we have a full slate of events coming up to enrich your conversations around money with us, family members, friends, and others you care about. First, Jean Keener was able to … [Read more...]
Summer 2025 Financial Planning Newsletter
Our summer 2025 financial planning newsletter is now available with LOTS of great information. In addition to updates on the investment markets, we share tips on determining whether taxable or municipal bonds are best for you. We also include 2 sections on tax-planning strategies around the One Big … [Read more...]
Financial Planners Able to Accept Reviews
We wanted to share a recent regulatory change that we're excited about. Financial planners are now permitted to receive and share online reviews! For many years, professionals like doctors and attorneys have used reviews to help consumers feel confident in choosing a professional they can trust. … [Read more...]
How We’re Using AI
We wanted to update you on how we're using Artificial Intelligence (AI) at Keener Financial Planning. As we evaluate potential uses of AI, we consider these factors: We are not willing to compromise on providing the highest quality, personalized advice that you count on. Protecting your … [Read more...]
Spring 2025 Financial Planning Newsletter
Our Spring 2025 financial planning newsletter is now available. And there's a lot to cover! We share tips for how to handle 401(k) rollovers during volatile market conditions and a TurboTax double-check for social security recipients. On investing topics, we review current market conditions, whether … [Read more...]
Tariffs and Market Volatility – Letter to Clients
Good morning. You’ve undoubtedly heard about the tariff announcement last night and the market’s swift reaction this morning. The S&P 500* is now back into correction territory which it briefly touched a few weeks ago. It’s off about 11% from its high on February 19. For those of us with … [Read more...]
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