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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Some good things are happening

July 19, 2016

If you're like me, you've found the news of the past month sad and frustrating.  In the day-to-day hearing and seeing of so many tragic events, it's easy to lose sight of the many good things that are happening in our world -- like the long-term reduction in global poverty, the improvement in … [Read more...]

Filed Under: News

New Rules for College Campus Pre-paid Credit Cards

July 12, 2016

Advertisements aimed at promoting a particular financial institution's debit and prepaid credit cards are a common sight on many college campuses today. While many financial institutions have partnerships with colleges to market these products, consumer groups argue that they sometimes come at a … [Read more...]

Filed Under: College Funding, Debt Management, News, Your Finances Tagged With: college, debt

July 2016 Personal Finance Newsletter

July 7, 2016

Our July newsletter is now available.  On investing, it includes a second quarter investment market review and our commentary on why fears about Brexit may be overblown.  In addition, it covers the highlights of the June 2016 Social Security and Medicare Trustees' Reports and a Q&A on how the … [Read more...]

Filed Under: Investing, News, Newsletters, Retirement, Your Finances Tagged With: Investing, medicare, Retirement, social security

2016 Second Quarter Market Review

July 6, 2016

To see a summary of the investment markets performance for the second quarter of 2016, along with historical context, click here. … [Read more...]

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

April 2016 Personal Finance Newsletter

May 5, 2016

Our April 2016 newsletter was sent to email subscribers on April 19 and is now available online.  For investing, the newsletter includes an investment market update and a review of the major factors affecting first quarter market performance. The newsletter also covers our perspective on the new … [Read more...]

Filed Under: Investing, News, Newsletters, Retirement, Taxes, Your Finances Tagged With: 401(k), Investing, IRA, newsletter, scams

2016 First Quarter Market Review

April 18, 2016

To see a summary of the investment markets performance for the first quarter of 2016, along with historical context, click here. … [Read more...]

Filed Under: Investing, Your Finances Tagged With: Investing

Paying Off Debt in 2016

January 25, 2016

One of KFP's Financial Planners Beth Shurtz was quoted in the International Business Times on the key first steps on paying off credit cards and getting out of debt. “Get all the statements and plug them into a software or a basic Excel spreadsheet to help prioritize which ones should be knocked … [Read more...]

Filed Under: Debt Management, News, Our Advice in the News, Your Finances Tagged With: debt

January 2016 Financial Planning Newsletter

January 19, 2016

The January 2016 financial planning newsletter is now available.  It includes an update on the investment markets with perspective on the volatility of the last two weeks, plus an overview of 2015 market returns.  In addition, we cover what you need to know when filling out the FAFSA and the tax … [Read more...]

Filed Under: College Funding, Investing, Legislative Changes, News, Newsletters, Taxes, Your Finances Tagged With: college financial planning, FAFSA, Investing, Taxes

Tax Provisions Extended for 2015 and Beyond

January 18, 2016

Q4 Financial Planning Newsletter

In one of its final actions for calendar year 2015, Congress passed the Consolidated Appropriations Act, 2016.  It addressed a host of popular but temporary tax provisions that had expired at the end of 2014.  The Act extended some and made other provisions permanent. The major provisions are … [Read more...]

Filed Under: Featured Posts, Legislative Changes, News, Taxes, Your Finances Tagged With: tax planning

What happens After You File the FAFSA

January 18, 2016

After you submit the federal government's FAFSA (Free Application for Federal Student Aid), you will receive a Student Aid Report (either electronically or by mail, depending on how you filed the FAFSA). This report summarizes key data from your FAFSA and provides you with the holy grail of … [Read more...]

Filed Under: College Funding, Your Finances Tagged With: college financial planning

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Sterling Gray shares some recent changes on student loan repayment options: keenerfinancial.com/student-loan-repayment-2026/ ...

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Happy to help!For the SIXTH year in a row, our incredible friends at Keener Financial Planning will help double your #NTXGivingDay dollars!

This local small business helps clients meet their goals by providing as-needed, fee-only financial planning and investment advice. Many Keener Financial Planning employees have adopted shelter pets! In their words, "They are part of our families, and we want to help as many furry companions find their forever homes as possible!"

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2 weeks ago

We're now accepting applications for our summer 2027 financial planning internship! ...

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Financial Planning Intern - Keener Financial Planning

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Fee only, as-needed financial planning firm offers financial planning internship as career opportunity for college senior graduating in 2025 or 2026.
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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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