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

Why No One Needs a Budget

March 18, 2021 By Keener Financial Planning

A Spending Plan vs. a Budget

No one needs or should use a budget. I realize this may seem like a bold statement. Before you begin forming arguments to disagree with me, please understand that I am a huge fan of spending plans. But I hate budgets. Budgets are difficult to maintain because people don’t like feeling restricted … [Read more...]

Filed Under: Budgeting and Saving, Living Well, News, Your Finances Tagged With: budgeting, cash flow, financial goals, money and values, Spending Plans

Keener Financial Planning COVID-19 Safety Procedures Update

March 12, 2021 By Jean Keener, CFP, CRPC

Kelli Hinton Director of Operations and her daughter

Beginning in April 2021, we will offer clients the option to meet in person or virtually.  We encourage everyone to make the choice that feels most comfortable to you. Our mask policy is updated as of May 2021: In Keller, we encourage clients to use their discretion on masking.  The majority of … [Read more...]

Filed Under: News Tagged With: COVID-19

Estate Planning for 21st Century Couples

February 17, 2021 By Keener Financial Planning

Estate Planning

Our clients have many different preferences, and we love to see when someone is intentional about what’s right for them. In this article, we'll focus on two examples of modern decisions that are becoming increasingly common. For couples who embrace these choices, the benefits can far outweigh the … [Read more...]

Filed Under: Estate Planning, News, Your Finances Tagged With: couples and money, estate planning

Financial Planning January 2021 Newsletter

January 12, 2021 By Jean Keener, CFP, CRPC

Keener Financial Planning team

The first quarter financial planning newsletter is now available.  We all have a heightened awareness of the uncertainty of life right now, so our goal for the newsletter is to provide some reassuring insight and perhaps some actionable ideas.  The newsletter includes: Friendly financial … [Read more...]

Filed Under: Budgeting and Saving, Investing, News, Newsletters, Retirement, Taxes, Your Finances Tagged With: budgeting, charitable contributions, investments, Retirement

How to Become Financially Fit in 2021

January 1, 2021 By Keener Financial Planning

Financially Fit 2021

by Christina Slavonik, CFP(R) Oh, yes!  It’s that time of year again! It's time to list out resolutions or goals that we would like to accomplish this year.  There may be some “rollovers” from 2020!  One important resolution to add to your list is to be financially fit.  It’s not something … [Read more...]

Filed Under: Budgeting and Saving, Investing, News, Your Finances Tagged With: 401(k), budgeting, health insurance, Investing, personal finance, Retirement, retirement planning, Taxes

Can You Benefit from Qualified Charitable Distributions?

December 22, 2020 By Keener Financial Planning

Qualified Charitable Distributions

Qualified Charitable Distributions (QCDs) are a great way to reduce tax liability for those who are charitably inclined. Qualified Charitable Distributions are distributions from an IRA that are donated directly to a qualified charity. The account holder must be over age 70 ½ and the distribution … [Read more...]

Filed Under: Featured Posts, Retirement, Taxes, Your Finances Tagged With: charitable giving, IRA, IRA distributions, Qualified Charitable Distributions, RMDs, tax planning, tax-free charitable contributions

Is a Donor Advised Fund Right for You?

December 18, 2020 By Keener Financial Planning

Donor Advised Fund

Donor Advised Funds (DAFs) are a great tax planning tool for those who are charitably inclined. They are especially compelling when you have highly appreciated stock in a brokerage account or if your income is significantly higher than usual in any given year. Understanding the Tax … [Read more...]

Filed Under: Investing, Taxes Tagged With: Appreciated stock, charitable contributions, charitable giving, Donor Advised Funds, tax planning

December 2020 Financial Planning Newsletter

December 7, 2020 By Jean Keener, CFP, CRPC

financial planning newsletter

Our December 2020 financial planning newsletter is now available. It includes year-end financial planning tips from Lead Planner Patty Priddy. What a year 2020 has been! For most people, it is one for the books, or in the infamous words of Mr. Miyagi in Karate Kid, it is a year we want to “Wax … [Read more...]

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

Should You Do Tax Planning Now for the Biden Administration

December 6, 2020 By Jean Keener, CFP, CRPC

Tax Planning as part of your financial plan

A lot's being written right now about how to prepare for the Biden tax plan.  There are click-bate headlines warning of actions you must take now before December 31, 2020.  Before we take any tax planning actions, we need to consider the various scenarios that could unfold. First, we won't know … [Read more...]

Filed Under: Legislative Changes, News Tagged With: tax planning

Top Wealth Managers 2020

December 6, 2020 By Keener Financial Planning

Keener FInancial Planning team

We are delighted to share that Keener Financial Planning once again was included in the D Magazine Top Wealth Managers list for 2020.  We were one of 33 firms named out of 43 applicants.  According to D Magazine, a panel of esteemed local wealth managers reviewed the final list and the selection was … [Read more...]

Filed Under: News, Our Advice in the News Tagged With: Top Wealth Managers

  • « Previous Page
  • 1
  • 2
  • 3
  • 4
  • 5
  • …
  • 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