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 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

Bond Prices: Do They Matter?

July 29, 2022 By Jean Keener, CFP, CRPC

Bond Prices 2022

Vanguard has released a new white paper entitled Why You Shouldn't Abandon Bonds.  It's a short read that answers questions we're hearing from clients right now.  They share why bond prices may not matter as much as you think they do.  Click here to check it out. … [Read more...]

Filed Under: Investing, News, Your Finances

Investment Volatility is Personal

July 25, 2022 By Jean Keener, CFP, CRPC

Investment Volatility is Personal

Investment professionals like to talk about volatility in the investment markets. They talk about it like it’s a uniform feature that affects all investors equally. But it’s not. Volatility is personal. You have more control over your personal investment volatility than you might expect. There … [Read more...]

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

Q3 2022 Financial Planning Newsletter

July 18, 2022 By Jean Keener, CFP, CRPC

The third quarter financial planning newsletter is now available. In addition to highlighting posts from our blog on I Bonds and Cash for Retirees, we provide an investment market update.  We share what's going on in the market and with inflation, how it affects your financial plan, and what you may … [Read more...]

Filed Under: Investing, News, Newsletters, Retirement, Taxes, Your Finances

Accessing Cash in Retirement

July 18, 2022 By Samuel Pond

inflation and your financial plan

There is a lot of information available on how to save and invest for retirement. Investors select an asset allocation and learn what accounts to contribute to. But what about in retirement? We are still invested, but instead of saving, we need to spend some of our savings. How much should we have … [Read more...]

Filed Under: Investing, Retirement, Taxes, Your Finances Tagged With: Retirement, retirement income, retirement planning, tax planning

I Bonds for Individuals

July 18, 2022 By Rachel Songer, CFP

I Bonds have been getting a lot of attention lately. They are currently paying 9.62% due to the inflation component of the interest calculation. The other part of the interest calculation is fixed. While these bonds cannot lose value, it is possible that the interest rate (due to negative inflation) … [Read more...]

Filed Under: Investing, News, Your Finances Tagged With: I bonds, personal finance

Great Place to Work

June 29, 2022 By Jean Keener, CFP, CRPC

Great Place to Work Certified

Dallas-Fort Worth-based Keener Financial Planning has been certified as a Great Place to Work! We couldn't be prouder of our team.  The recognition is based on what our employees say about their experience working at our firm in Keller, TX.  One hundred percent of our employees say Keener is a great … [Read more...]

Filed Under: Featured Posts, News Tagged With: Great Place to Work

Q2 2022 Financial Planning Newsletter

April 25, 2022 By Jean Keener, CFP, CRPC

Financial Planning Associate

Our Q2 financial planning newsletter is now available.  In addition to features from our recent blogs on home maintenance and your emergency fund, we cover our perspective on the investment markets.  You may be wondering what you should do about your portfolio's performance since the beginning of … [Read more...]

Filed Under: Investing, News, Newsletters, Taxes, Your Finances

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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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