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

How Inflation Affects Your Financial Plan

January 23, 2022 By Jean Keener, CFP, CRPC

inflation and your financial plan

We've all seen the headline number for 2021: a 7% increase in the consumer price index.  You may be wondering: how does this affect my financial plan?  Whether you have firsthand experience from the 1970s and early 1980s or have read about it in history books, the potential of sustained high … [Read more...]

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

Why a Stock Peak Isn’t a Cliff

December 29, 2021 By Jean Keener, CFP, CRPC

Some perspective courtesy of Dimensional Fund Advisors: Many investors may think a market high is a signal stocks are overvalued or have reached a ceiling. But they may be surprised to find out that the average returns for the S&P 500 Index one, three, and five years after a new market high … [Read more...]

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

Q4 Financial Planning Newsletter

October 25, 2021 By Jean Keener, CFP, CRPC

Q4 Financial Planning Newsletter

This quarter's financial planning newsletter is now available.  This edition is chock-full of actionable ideas including: Year-end tax legislation planning considerations Updates and reminders for maximizing retirement plan contributions and HSAs, Medicare open enrollment, required minimum … [Read more...]

Filed Under: Investing, Legislative Changes, News, Newsletters, Retirement, Taxes, Your Finances Tagged With: financial planning newsletter

Best Financial Planners 2021 D Magazine

October 24, 2021 By Jean Keener, CFP, CRPC

Best Financial Planners Dallas 2021

Patty Priddy and Jean Keener have again been named to the D Magazine list of Best Financial Planners in Dallas. Each spring, D Magazine asks Certified Financial Planners in the Dallas-Fort Worth chapter of the Financial Planning Association to nominate their peers who deserve the title of Best … [Read more...]

Filed Under: Featured Posts, News, Our Advice in the News Tagged With: Best Financial Planners

Build Back Better 2021 Year-End Planning Considerations

October 23, 2021 By Jean Keener, CFP, CRPC

2021 Year-End Financial Planning Considerations

We want to share a few items for 2021 year-end planning consideration as a result of the Build Back Better reconciliation bill introduced in Congress on September 13. One of the biggest changes is the elimination of Roth conversions of after-tax dollars beginning in 2022.  Please see our full … [Read more...]

Filed Under: Estate Planning, Legislative Changes, News, Taxes Tagged With: 2021 Year-End Planning Consideration

After-tax retirement contributions: how to know if you have any

October 23, 2021 By Jean Keener, CFP, CRPC

Budgeting for home improvement

With all the talk about converting after-tax retirement contributions to Roth, you may be wondering if this applies to you.  Here's how to tell if you have any after-tax money in an IRA or 401k. First, let's cover the difference between after-tax money and Roth. Both after-tax and Roth … [Read more...]

Filed Under: News, Retirement, Taxes, Your Finances Tagged With: after-tax retirement contributions

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

  • « Previous Page
  • 1
  • 2
  • 3
  • 4
  • 5
  • …
  • 31
  • 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 @keenerfinancial

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 © 2023 Keener Financial · All Rights Reserved