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 2023 Q1 Newsletter

January 18, 2023 By Jean Keener, CFP, CRPC

Financial Planners in DFW

The 2023 Q1 financial planning newsletter is now available. It includes highlights of the Secure Act 2.0 and how it will affect you, as well as student loan and investment market updates. In addition, we cover 2023 retirement plan contribution limits and tax season reminders. Please click here to … [Read more...]

Filed Under: Investing, Legislative Changes, News, Newsletters, Retirement, Taxes, Your Finances Tagged With: Investing, newsletter, Retirement, Secure 2.0, student loans, Taxes

Family Glitch 2023 Fix

November 21, 2022 By Jean Keener, CFP, CRPC

Family Glitch 2023 fix

There's a 2023 fix for the ACA "Family Glitch." Since the inception of the affordable care act (ACA), if your employer offered affordable health insurance coverage for you as an employee, you were ineligible for ACA subsidies for your family members even if adding them to your employer plan was not … [Read more...]

Filed Under: Featured Posts, Insurance, News, Your Finances Tagged With: health insurance

Recessions and Investments

November 18, 2022 By Jean Keener, CFP, CRPC

Recession and Investments

Whether we have a recession coming and how the investment markets will react is on many people's minds right now. While we can't predict either of those things, we can gain insight from how the investment markets behaved during the global financial crisis from January 2007 - December 2010. … [Read more...]

Filed Under: Featured Posts, Investing, News, Your Finances Tagged With: investments, recession

Best Financial Planners and Top Wealth Managers – D Magazine 2022

November 10, 2022 By Keener Financial Planning

D Magazine Best Financial Planners 2022

D Magazine has once again released their Best Financial Planners and Top Wealth Managers lists for 2022. We're super thrilled to be included in both of them. Patty Priddy and Jean Keener have been named to the Best Financial Planners list.  According to D Magazine, they compile the list by … [Read more...]

Filed Under: News Tagged With: Best Financial Planners, Top Wealth Managers

Q4 2022 Personal Financial Planning Newsletter

October 19, 2022 By Jean Keener, CFP, CRPC

Q4 2022 Personal Financial Planning Newsletter

Our Q4 personal financial planning newsletter is now available. It's packed with information on the investment markets - actions you can take, how to manage your personal volatility, perspective on bonds, and updates on year-to-date results. As part of looking at the investment performance, we also … [Read more...]

Filed Under: Investing, News, Newsletters, Your Finances

Securing Your Digital Life

October 19, 2022 By Beth Shurtz

In a world where the majority of our financial, professional, and personal transactions are conducted online, taking steps to secure your digital life is no longer optional.  Cybercrime continues to increase each year.  Consider these statistics: At least 330 million people were victims of some … [Read more...]

Filed Under: News, Your Finances Tagged With: online account security

Virtual Financial Planning Meetings

August 12, 2022 By Jean Keener, CFP, CRPC

Virtual Financial Planning meetings

Many of our clients are opting for virtual financial planning meetings. So, we created this brief video to share how they work. We've found that video financial planning meetings offer convenience for both local Dallas-Fort Worth clients and those that may be further away. Some of our clients … [Read more...]

Filed Under: News Tagged With: virtual financial planning

Financial Planning Internship

August 5, 2022 By Jean Keener, CFP, CRPC

Financial Planning Internship

I recently interviewed Geselle Avalos, a senior at Texas Tech in the personal financial planning program, about what it's like doing a financial planning internship at Keener. Our 2022 intern, Steven Myers, is now a Financial Planning Associate with the firm.  Here's the video we did with him … [Read more...]

Filed Under: News Tagged With: internship

Asset Allocation

August 3, 2022 By Jean Keener, CFP, CRPC

Samuel Pond, CFP, shares about asset allocation

Lead Financial Planner Samuel Pond, CFP, shares about asset allocation and its importance in your investment strategy. … [Read more...]

Filed Under: Investing, News, Your Finances Tagged With: asset allocation, Investing

Firm Ownership Update

August 1, 2022 By Jean Keener, CFP, CRPC

Keener Financial Planning 2022 Ownership Team

The Keener Financial Planning firm ownership team has grown again this year. Samuel Pond, CFP®, became an owner effective January 1. He joins Kelli Hinton, Rachel Songer, and me. I now am the 97% owner and Rachel, Kelli and Samuel each hold 1%. Why we are expanding firm ownership We want the … [Read more...]

Filed Under: News Tagged With: ownership

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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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