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 Career Night

October 30, 2020 By Jean Keener, CFP, CRPC

Financial Planning Career Night

We are hosting a financial planning career night for Keller ISD students on November 9 at 6 pm.  All Keller area high school students and parents are invited to attend via Zoom.  We will be covering: How to determine if financial planning is a career for me – It’s not all about math, and you … [Read more...]

Filed Under: News

Your Invitation to Our Open House

October 13, 2020 By Jean Keener, CFP, CRPC

Keener Financial Planning Open House

Visit us in our new building at 1692 Keller Parkway Saturday, October 24, 2020 from 9 am - noon Join us for an outdoor gathering in the parking lot.  Small groups wearing masks will be led indoors for guided tours of the building.  Enjoy breakfast treats and bring your outdated paperwork for … [Read more...]

Filed Under: News, Seminars & Events

Keener Financial Planning Is Moving

September 25, 2020 By Jean Keener, CFP, CRPC

Our new address is 1692 Keller Parkway, Keller, TX 76248 -- just up the street from our old office.  Our furniture is being moved on Monday September 28.  You can start using the new address now for anything you need to mail to us.  If you need to drop anything off in person on Monday or Tuesday the … [Read more...]

Filed Under: News

Coronavirus Financial Planning Updates

April 1, 2020 By Jean Keener, CFP, CRPC

The tax filing and payment deadline for your 2019 taxes has been extended to July 15.  It may still make sense to file your 2019 taxes sooner if it enhances your ability to qualify for the direct payment or receive it via direct deposit.  Estimated tax payments due on April 15 for 2020 are also … [Read more...]

Filed Under: Legislative Changes, News, Newsletters, Taxes, Your Finances Tagged With: COVID-19

How Keener Financial Planning is Staying Available During COVID-19

March 22, 2020 By Jean Keener, CFP, CRPC

Keener Financial Planning team

We know this is a difficult time for everyone – concern about ourselves or our loved ones getting sick, social isolation, uncertainty, business disruption in many industries, difficulty getting all the groceries we want,  cancelled travel, and of course our investment portfolios. At Keener … [Read more...]

Filed Under: News Tagged With: COVID-19

Investing in Turbulent Times

March 9, 2020 By Jean Keener, CFP, CRPC

Rachel Songer, CFP and Patty Priddy, CFP

We sent this letter out to clients and friends of Keener Financial Planning this afternoon. As you may have heard, trading on the stock market was temporarily suspended this morning.  This suspension was based on automatic thresholds established initially after "Black Monday" in 1987 and since … [Read more...]

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

Real-World Retirement Planning Workshop

March 6, 2020 By Jean Keener, CFP, CRPC

Jean Keener is a CFP

Jean Keener, CFP®, CRPC®, will present on real-world retirement planning as part of the Fort Worth Public Libraries Money Smart Week. She’ll cover tax-efficient ways to save for retirement, determining if you’re financially ready to retire, and how to safely transition to spending your retirement … [Read more...]

Filed Under: News, Retirement, Seminars & Events, Your Finances Tagged With: Retirement

Concerns About the Market

February 28, 2020 By Jean Keener, CFP, CRPC

Keener Financial Planning

We sent this email out to clients and friends of Keener Financial Planning today. We've all been hearing a lot about the coronavirus.  Many stock market investors have reacted by selling stock holdings.  As of this writing (around noon February 28), the S&P 500* is down about 13% from its … [Read more...]

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

2020 SECURE Act Changes to IRAs and Required Minimum Distributions

January 23, 2020 By Hannah Szarszewski, CFP®, AFC®

The SECURE Act stands for Setting Every Community Up for Retirement Enhancement. It was signed into law on December 20, 2019 and most provisions went into effect on January 1, 2020. Lawmakers mostly focused on enhancing options and eligibility for retirement plans. However, one significant change … [Read more...]

Filed Under: Featured Posts, Legislative Changes, News, Retirement, Taxes Tagged With: inherited IRA, IRA, Retirement, RMDs, SECURE Act

Planning with Medicare Premiums in Mind

January 3, 2020 By Hannah Szarszewski, CFP®, AFC®

Depending on your income, premiums for Medicare Part B could cost more than the standard rate ($144.60 per month in 2020). This is referred to as IRMAA – the income related monthly adjustment amount. In 2020, Part B premiums will cost more if your modified adjusted gross income (MAGI) is higher than … [Read more...]

Filed Under: Insurance, Legislative Changes, News, Retirement, Taxes, Your Finances Tagged With: IRMAA, medicare, retirement income

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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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