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]

  • About Us
    • Our Company
    • Our Services
    • Our Process
    • Meet our Team
    • Affiliations
    • Fee Schedule
    • Disclosure
  • Financial Planning
    • Planner Interview Questions
    • How Planners Are Paid
  • Resources
    • Client Log-In
    • Forms
  • Blog
  • Contact Us

Roth conversion of after-tax contributions – limited time only?

October 22, 2021 By Jean Keener, CFP, CRPC

Certified Financial Planner professionals visiting with client

We don’t normally invest much energy in discussing pending legislation until it becomes law.  However, the Build Back Better reconciliation bill introduced in Congress on September 13 creates a time-sensitive opportunity for Roth conversions of after-tax dollars. Beginning in 2022, after-tax … [Read more...]

Filed Under: Legislative Changes, News, Retirement, Taxes, Your Finances Tagged With: Roth conversion

Working at Keener Financial Planning

August 23, 2021 By Jean Keener, CFP, CRPC

Keener Financial Planning lead planners

Several of our team members recently shared what it's like working at Keener Financial Planning in a series of short videos.  Careers are at our firm are appealing to Certified Financial Planner(TM) professionals who are passionate about fee-only planning and being accessible to clients from all … [Read more...]

Filed Under: News Tagged With: careers at Keener Financial

Best Financial Advisor 2021

July 27, 2021 By Jean Keener, CFP, CRPC

Best Financial Advisor Keller Living Magazine

We are delighted to share that Keener Financial Planning has been awarded Best Financial Advisor by readers of Living Magazine Keller for 2021.  Thank you so much to all who voted for us.  We are so grateful for each of our clients and supporters in the Keller community.  You make our work fun and … [Read more...]

Filed Under: News, Our Advice in the News

Cost of Trying to Time the Market

July 17, 2021 By Jean Keener, CFP, CRPC

Trying to time the market can be costly.  If you'd invested $1,000 in the S&P 500 index in 1990, you'd have had $20,451 by the end of 2020.  However, missing the best day reduced your total to $18,329.  And, missing the 5 best days, reduces it to $12,917.  Because a picture shows this so well, … [Read more...]

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

Q3 Financial Planning Newsletter

July 14, 2021 By Jean Keener, CFP, CRPC

Financial Planner Open Position

Our third-quarter financial planning newsletter is now available.  It includes an update on the investment markets, along with our perspective on inflation.  We also cover how to decide if you should opt-out of the child tax credit payments.  In addition, we share that we've just completed our … [Read more...]

Filed Under: Budgeting and Saving, Investing, News, Newsletters, Your Finances Tagged With: inflation, invetsments, newsletter

Keener Financial Planning scholarship winner

June 18, 2021 By Jean Keener, CFP, CRPC

Michelle Nguyen and Jean Keener

We are pleased to announce that the first annual Keener Financial Planning scholarship was awarded last night. Michelle Nguyen is the highly accomplished recipient. The scholarship was awarded through  The Greater Keller Women's Club Foundation. We started this scholarship to help more … [Read more...]

Filed Under: News Tagged With: financial planning career

2021 Child Tax Credit Advance Payments

June 16, 2021 By Jean Keener, CFP, CRPC

Child tax credit 2021

If your family is eligible for the 2021 child tax credit, you have the option to decide if you want to receive advance payments or not.  The default is to receive the advance payments.  You also have the option to opt out.  If you opt out, you will still receive the full tax credit.  It will just be … [Read more...]

Filed Under: Budgeting and Saving, News, Taxes, Your Finances Tagged With: child tax credit, Taxes

Financial Planning April 2021 Newsletter

April 15, 2021 By Jean Keener, CFP, CRPC

2nd quarter financial planning newsletter

The second quarter financial planning newsletter is now available.  It includes information on inherited IRA required minimum distributions, estate planning, spending plans, and an overview of the investment markets.  We also share an update on meeting options and our team.  Click here to read the … [Read more...]

Filed Under: Budgeting and Saving, Estate Planning, Investing, News, Newsletters, Retirement, Taxes, Your Finances Tagged With: financial planning newsletter

Keener Financial Planning extends firm ownership

April 13, 2021 By Jean Keener, CFP, CRPC

Financial Planning Ownership Team

I am delighted to share that I am no longer the sole owner of Keener Financial Planning.  Rachel Songer and Kelli Hinton are now Co-Owners of the firm as of January 1, 2021. Rachel joined Keener in 2013 with a degree in Financial Planning from Texas Tech.  Along with helping hundreds of clients … [Read more...]

Filed Under: News

FAQs on RMDs from Inherited IRAs

April 8, 2021 By Rachel Songer, CFP

When the SECURE Act was passed by Congress at the end of 2019, the rules changed for most future Inherited IRA holders.  But wait… wasn’t there also the CARES Act in 2020 that allowed ALL IRA owners to forego taking their required minimum distribution (RMD) for 2020?  Yep.  Between the SECURE Act … [Read more...]

Filed Under: Featured Posts, Investing, Legislative Changes, News, Taxes, Your Finances Tagged With: beneficiary, inherited IRA, non-spouse, RMDs, spouse

  • « Previous Page
  • 1
  • 2
  • 3
  • 4
  • …
  • 29
  • Next Page »

Free E-Newsletter

Sign up to receive free financial planning email updates. We'll never sell your address or spam you.

Latest from Twitter

Tweets by @JeanKeener

Discuss if we’re a good fit for you

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

  • Email
  • Facebook
  • LinkedIn
  • Twitter

FORM CRS RELATIONSHIP SUMMARY (ADV Part 3) · Copyright © 2022 Keener Financial · All Rights Reserved