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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What’s Your Money Story?

April 26, 2012

Following is a very special guest post from Dr. Tim Kincaid. Tim generously shares part of his journey with money and offers a process to further develop each of our money stories.  Financial planning is about so much more than the money, and Tim highlights some key insights on how we can each more … [Read more...]

Filed Under: Featured Posts, Living Well, News, Your Finances Tagged With: money and values

Dallas News Personal Finance Blog Credit Question

March 14, 2012

As a contributor to the Dallas Morning News' personal finance blog, I answer questions on a variety of personal finance, college, and retirement issues.  Today's question regarding credit scoring is fairly common, so I wanted to share my response with a link to the Dallas Morning News blog.  The … [Read more...]

Filed Under: Debt Management, News, Our Advice in the News, Your Finances Tagged With: credit, Dallas financial advice, personal finance

March 2012 Personal Finance Newsletter

March 12, 2012

The March 2012 personal finance newsletter is now available and covers several personal finance topics.  For retirement planning, we look at your options when you inherit an IRA.  For debt management, we cover how to pay down credit cards without hurting your credit.  For investing, we look at … [Read more...]

Filed Under: Debt Management, News, Newsletters, Retirement, Taxes, Your Finances Tagged With: credit, inherited IRA, Investing, market valuation, Retirement, tax planning

Getting the Most Out of Your Employer Retirement Plan

March 1, 2012

I will be presenting a free financial planning workshop at the Keller Public Library on Tuesday, March 20 at 6:30 pm.   The topic is How to Get the Most Out of Your Employer Retirement Plan.  We will cover: How to choose the best funds with the information provided Where to get more … [Read more...]

Filed Under: Investing, News, Retirement, Seminars & Events, Your Finances Tagged With: 401(k), 403(b), employer retirement plan, Investing, TSP

Social Security and Divorce

February 27, 2012

If you're divorced and were married for at least 10 years, you may be entitled to social security benefits based on your former spouse's earnings record. If your former spouse is still living Your divorced spouse benefits are based on 50% of your ex-spouse's benefit at full retirement age.  You … [Read more...]

Filed Under: News, Retirement, Women's Issues, Your Finances Tagged With: divorce, social security, social security and divorce

February 2012 Personal Finance Newsletter

February 23, 2012

The February 2012 personal finance newsletter is now available.  In the newsletter, we have financial planning inspiration from Keller High School seniors to refocus on paying yourself first.  For investing, it includes an investment market update and information on the new cost basis rules.  For … [Read more...]

Filed Under: Budgeting and Saving, Investing, Legislative Changes, Living Well, News, Newsletters, Retirement, Taxes, Women's Issues, Your Finances Tagged With: investing; cost basis rules, retirement planning, social security and divorce, tax planning

Pay Yourself First

February 12, 2012

For the past three years, I’ve taught the Junior Achievement personal finance course to one of Ms. Turner’s economics classes at Keller High School.  In the very first session each semester we talk about the concept of Pay Yourself First.  It’s an idea the high school seniors easily embrace as they … [Read more...]

Filed Under: Budgeting and Saving, News, Your Finances Tagged With: cash reserve, Keller TX, personal finance, Retirement

January 2012 Personal Finance Newsletter

January 17, 2012

The January 2012 personal finance newsletter is now available.  It includes a 2011 investment market recap from Dimensional Fund Advisors with data on all the major indices and a summary of the major investing themes of 2011.  In addition, there's a comparison between the dividend rates of the … [Read more...]

Filed Under: College Funding, Investing, News, Newsletters, Seminars & Events, Your Finances Tagged With: 2011 market recap, Investing, Keller financial planning, Keller Personal Finance Workshops

FAQ on the Federal Financial Aid Application

December 30, 2011

If you have a child who's attending college in the fall, it's time fill out the federal government's Free Application for Federal Student Aid, the FAFSA.  The FAFSA, should be filed as soon after January 1 as possible in the year your child will be attending college. The reason is that some federal … [Read more...]

Filed Under: College Funding, News Tagged With: education funding, FAFSA, financial aid

December 2011 Personal Finance Newsletter

December 20, 2011

The December personal finance newsletter is now available.   It includes information on a new student loan repayment program going into effect in January 2012, gift tax strategies, and tips on keeping your online accounts secure.  Plus, for those that enjoy history, there's some perspective on stock … [Read more...]

Filed Under: College Funding, Estate Planning, Investing, News, Newsletters, Taxes, Your Finances Tagged With: 2012 gift tax exclusion, Investing, online account security, student loans

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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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