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.

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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

2019 Year-End Tax Planning

December 13, 2019 By Rachel Songer, CFP

Rachel Songer CFP

With 2019 coming to a close, many of us are preparing for the holidays, and are trying to wind things down. Before you enter that holiday hibernation, we want to remind you of a few tax planning ideas that you may want to add to your holiday “to-do” list. Required Minimum Distributions Be sure … [Read more...]

Filed Under: News, Taxes, Your Finances Tagged With: investment moves to save taxes, tax

Rachel Songer CFP Advice to First Time Home Buyers

December 1, 2019 By Jean Keener, CFP, CRPC

Rachel Songer CFP

Rachel was recently asked by Redfin to provide financial advice to first time home buyers.  She shared: We recommend that you have a good handle on where your money is going today.  From here, forecast out what the expenses associated with the house will look like: mortgage payment, taxes, … [Read more...]

Filed Under: Budgeting and Saving, News, Our Advice in the News, Your Finances Tagged With: home buying

D Magazine 2019 Top Wealth Managers and Best Financial Planners

November 21, 2019 By Jean Keener, CFP, CRPC

Certified Financial Planner professionals

We are delighted to share that Keener Financial Planning once again was included in the Top Wealth Managers in DFW list for 2019.  We were one of 24 firms named out of 42 applicants.  According to D Magazine, a panel of esteemed local wealth managers reviewed the final list and the selection was … [Read more...]

Filed Under: Featured Posts, News, Our Advice in the News Tagged With: best financial planner

Kids and Money with Financial Planner Patty Priddy

May 9, 2019 By Jean Keener, CFP, CRPC

Keener Financial Planning is proud to be participating in the Dream Big Sammy Rabbit program on Kids and Money.  To help with the program, Patty Priddy, CFP®, recently shared her some of her early experiences with money and her perspective on how to raise money-smart kids.  She focuses on the … [Read more...]

Filed Under: Featured Posts, News, Our Advice in the News Tagged With: kids and money

2018 Market Recap

January 5, 2019 By Jean Keener, CFP, CRPC

2018 was a challenging year for investors around the world.  Nearly all asset classes except for cash and some bonds had negative returns for the year.  It reinforced the importance of diversification and the need for a long-term investment strategy.  You can see our full market review in the Keener … [Read more...]

Filed Under: Investing, News, Your Finances

How did small and value perform in 2018

January 5, 2019 By Jean Keener, CFP, CRPC

At Keener Financial Planning, we use broad diversification as part of a long-term, low-cost investment strategy.  We also find the long-term data on the performance benefits of over-weighting small and value companies compelling.  Because these strategies affect investment performance, we like to … [Read more...]

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

Successful investing during turbulent times

April 7, 2018 By Jean Keener, CFP, CRPC

As market volatility has continued over the past couple of months, it's been a rather harsh reminder of the ups and downs we must tolerate to be stock market investors.  If you have 2 minutes, this short video from Dimensional Fund Advisors is worth a watch.  It's a good reminder of the importance … [Read more...]

Filed Under: Featured Posts, News Tagged With: Investing

D Magazine Best Financial Planner and Top Wealth Managers 2017

April 7, 2018 By Jean Keener, CFP, CRPC

We are honored to have made two of D Magazine's 2017 lists.  Our firm was included on the Top Wealth Managers list, and I was honored as one of the Best Financial Planners. The Top Wealth Managers in Dallas list is compiled based on a series of criteria shared on D Magazine's website.  We were … [Read more...]

Filed Under: Featured Posts, News

Why Corrections Are a Good Thing

February 6, 2018 By Jean Keener, CFP, CRPC

It doesn’t seem like a positive when your portfolio drops in value.  And it’s certainly not something that most of us would say we enjoy.  However, there can be several benefits to stock market corrections.  Remembering them can make enduring the drop less painful. Why #1: Corrections create an … [Read more...]

Filed Under: Featured Posts, News Tagged With: Investing

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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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