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]

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Coronavirus Financial Planning Updates

April 1, 2020 By Jean Keener, CFP, CRPC

The tax filing and payment deadline for your 2019 taxes has been extended to July 15.  It may still make sense to file your 2019 taxes sooner if it enhances your ability to qualify for the direct payment or receive it via direct deposit.  Estimated tax payments due on April 15 for 2020 are also … [Read more...]

Filed Under: Legislative Changes, News, Newsletters, Taxes, Your Finances Tagged With: COVID-19

Investing in Turbulent Times

March 9, 2020 By Jean Keener, CFP, CRPC

Rachel Songer, CFP and Patty Priddy, CFP

We sent this letter out to clients and friends of Keener Financial Planning this afternoon. As you may have heard, trading on the stock market was temporarily suspended this morning.  This suspension was based on automatic thresholds established initially after "Black Monday" in 1987 and since … [Read more...]

Filed Under: Featured Posts, Investing, News, Newsletters, Your Finances Tagged With: Investing

October 2017 Newsletter

October 18, 2017 By Jean Keener, CFP, CRPC

inflation and your financial plan

Our October newsletter is now available to help with your personal financial planning.  It includes an overview of the third quarter investment market performance, along with a review of Nobel Prize winning economist Richard Thaler's work.  In addition, we have suggestions on how to respond to the … [Read more...]

Filed Under: Budgeting and Saving, Investing, News, Newsletters, Your Finances Tagged With: credit, health insurance, Investing, medicare, personal finance

April 2017 Financial Planning Newsletter

April 24, 2017 By Jean Keener, CFP, CRPC

Our April financial planning newsletter is now available.  It covers an update on the investment markets for first quarter, along with our perspective on current market valuations.  In addition, we give you the most important retirement plan and tax limits for 2017 -- if you haven't already reviewed … [Read more...]

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

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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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