We're excited to share that Keener Financial Planning is again included in the D Magazine lists for Top Wealth Managers and Best Financial Planners. Votes are cast by peers in the DFW area, and we are grateful to be among such great company. Top Wealth Managers D Magazine describes the process for … [Read more...]
Best Financial Planners 2021 D Magazine
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...]
Best Financial Advisor 2021
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...]
Top Wealth Managers 2020
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...]
Best Financial Planners 2020
We are honored to share that Patty Priddy and Jean Keener have been named to the D Magazine 2020 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 … [Read more...]
Rachel Songer CFP Advice to First Time Home Buyers
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...]
D Magazine 2019 Top Wealth Managers and Best Financial Planners
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...]
Kids and Money with Financial Planner Patty Priddy
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...]
Paying Off Debt in 2016
One of KFP's Financial Planners Beth Shurtz was quoted in the International Business Times on the key first steps on paying off credit cards and getting out of debt. “Get all the statements and plug them into a software or a basic Excel spreadsheet to help prioritize which ones should be knocked … [Read more...]
In the News: Female Financial Advisors Sought
I recently had the opportunity to visit with reporter Danielle Trubow about my experiences in becoming a financial planner for her article on the shortage of female financial advisors. I started Keener Financial Planning in 2008 to be able to provide objective, fee only financial planning and … [Read more...]
Best Financial Planner Keller TX 2009 – 2013
We are thankful once again to the readers of the Keller Citizen for voting Keener Financial Planning Keller’s 2013 Best of the Best Financial Planner. Receiving this public support and recognition from our local community for the fifth year in a row affirms our continuing commitment to providing … [Read more...]
D Magazine Best Financial Planners in Dallas 2013
We are honored to announce that Jean Keener, CFP®, has been selected for the 2013 D Magazine Best Financial Planners in Dallas list. She was one of many selected for this recognition. D Magazine says: "How we did it: We ask every Certified Financial Planner in the Dallas-Fort Worth Chapter of … [Read more...]
Keller Best Financial Planer 2009 – 2012
Thank you to the readers of the Keller Citizen for voting Keener Financial Planning Keller’s 2012 Best of the Best Financial Planner again this year! We greatly appreciate your support. Keener Financial Planning’s mission is to provide objective, expert financial advice tailored to your unique … [Read more...]
Dallas News Personal Finance Blog Credit Question
As a contributor to the Dallas Morning News' personal finance blog, I answer questions on a variety of personal finance, college, and retirement issues. Today's question regarding credit scoring is fairly common, so I wanted to share my response with a link to the Dallas Morning News blog. The … [Read more...]
Advice quoted in Money Magazine
Money Magazine recently featured my advice to a reader who's company had stopped matching their 401(k) contributions. The reader was wondering if they should start contributing to a Roth IRA instead of the company plan. See my comments at Money Magazine's website. … [Read more...]
Financial Advice Quoted on Retirement Savings
I recently had the opportunity to contribute to an article for Classical Singer magazine about the complexities of financial planning for musicians. Greg Waxberg wrote the article called "Filling in the Financial Gaps" and brought together advice from many financial planners on issues with … [Read more...]
Advice Featured in Dallas Morning News
The Dallas Morning News hosts an annual financial planning hotline and web chat to allow readers to get free financial advice from members of the Dallas-Fort Worth Financial Planning Assocation. I've participated in this event for each of the last 3 years, and this year's questions reflected many … [Read more...]
Best Financial Planner Award 2010
Thank you Keller Citizen readers for voting Keener Financial Planning Best Financial Planner again for 2010! The Keller Best of the Best issue for 2010 publishes September 22, and I was delighted to find out yesterday that, through your votes, Keener Financial Planning was selected for the second … [Read more...]
Interviewed by Wall Street Journal on keeping investing costs low
I was recently interviewed for the Wall Street Journal's website about the importance of keeping investing costs low and how costs affect your long-term investment returns. You can read the article at WSJ.com. … [Read more...]
Quoted by Jean Chatzky on Self-Employed Retirement Plans
I was recently quoted by Jean Chatzky on AOL's DailyFinance.com on how the self-employed can save for retirement. While self-employed individuals do have to save more to make up for both their contributions and the employers, there are lots of great options available. Your choice of a Simple IRA, … [Read more...]
Quoted by Jean Chatzky
Jean Chatzky's column in the New York Daily News on "How to get by when jobless pay runs dry" quoted me on several considerations and strategies to cope with this difficult situation. I'm a fan of Jean Chatzky, so having the opportunity to be interviewed by her staff and being quoted in her column … [Read more...]
Quoted on BankRate about Roth IRAs and emergency funds
When you're juggling creating an emergency fund and saving for retirement, it's important to be aware of your options. BankRate.com reporter Teri Cettina recently interviewed me about using a Roth IRA as a back-up to your primary emergency fund. A Roth IRA should not be your primary emergency … [Read more...]
Quoted in Kiplinger Personal Finance Magazine
I was recently quoted in "4 Ways to Trim Your Spending" by Laura Cohn in the January 2010 issue of Kiplinger Personal Finance Magazine. Laura and I discussed that having one or two areas of luxury in your life is not a bad thing -- it's actually a good thing because it helps avoid a sense of … [Read more...]
Quoted in Dallas Morning News on 2010 Roth conversions
I had the opportunity to talk with Pamela Yip, personal finance columnist at the Dallas Morning News, a couple weeks back about 2010 Roth IRA conversions. Her article provides a good synopsis of the changes for 2010, and quotes me on when conversion makes the most sense. Click here to read the … [Read more...]
Quoted in couples and money article
Associated Press Personal Finance Writer Eileen AJ Connelly interviewed me earlier this week about couples and money. Her questions were about whether joint accounts or separate accounts were better for couples to manage their money. The recent John and Kate debacle is what sparked public interest … [Read more...]
Best Financial Planner Award
The Keller Citizen released their Best of the Best 2009 issue this morning, and I'm delighted to share that I was voted best financial planner in Keller by readers of the paper. Keener Financial Planning did not pay to receive the award, but we did have the opportunity to purchase advertising in … [Read more...]
Interview with Channel 11’s Joel Thomas
See my interview with Channel 11's Joel Thomas on the day of the Your Money Bus tour. We talked about the importance of saving and planning for how you want to live now and in the future. Coverage of the Your Money Bus tour was included as part of their Surviving 09 … [Read more...]
KFP is Chamber Member of the Month
On Friday at the Greater Keller Chamber of Commerce monthly luncheon, Keener Financial Planning received the Member of the Month award. This was a huge honor, and I really appreciate the chamber for recognizing the company's contributions to the community and chamber in this way. Thank you! … [Read more...]
Investment News quotes Jean
In an article on the performance of big mutual funds in the recent market downtown, Sue Asci writes about how 60% of the big mutual funds are under-performing the S&P 500 Index. I was quoted on how the under-performance is making investors more willing to consider an index strategy. See the … [Read more...]
October 2008 Newsletter
View our October 2008 Newsletter. … [Read more...]
Ask the Planner at The Dallas Morning News
October 6 - 12 was National Financial Planning Week. In recognition of this week, Pamela Yip at The Dallas Morning News hosted an "Ask the Financial Planner" session through call-in and chat on Sunday, October 6. I participated in the chat session, and we answered questions on annuities, … [Read more...]
Jean contributes to new Dummies book
The New Dummies book by Sheryl Garrett and the Garrett Planning Network is out! Jean contributed Chaper 37: Sort Through an Investment's Return. Check back soon to read the chapter online and see scheduled book talks. … [Read more...]