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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Q1 2022 Financial Planning Newsletter

January 24, 2022 By Jean Keener, CFP, CRPC

Our Q1 2022 financial planning newsletter is now available.  In addition to an investment market update, we discuss the potential for a bear market and how that affects your actions now.  We also dig into how inflation affects your financial plan and cover the upcoming student loan interest and … [Read more...]

Filed Under: Debt Management, Investing, Legislative Changes, News, Newsletters, Retirement, Taxes, Your Finances Tagged With: inflation, Investing, Roth conversion

New Rules for College Campus Pre-paid Credit Cards

July 12, 2016 By Jean Keener, CFP, CRPC

Advertisements aimed at promoting a particular financial institution's debit and prepaid credit cards are a common sight on many college campuses today. While many financial institutions have partnerships with colleges to market these products, consumer groups argue that they sometimes come at a … [Read more...]

Filed Under: College Funding, Debt Management, News, Your Finances Tagged With: college, debt

Paying Off Debt in 2016

January 25, 2016 By Jean Keener, CFP, CRPC

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...]

Filed Under: Debt Management, News, Our Advice in the News, Your Finances Tagged With: debt

August 2013 Personal Finance Newsletter

August 22, 2013 By Jean Keener, CFP, CRPC

The August Personal Finance Newsletter is now available.  It includes information on how this summer's Supreme Court rulings on same-sex marriage affects financial planning for couples in Texas and other states.  It also covers an update on the bond market, how to fix an error on your credit report, … [Read more...]

Filed Under: Debt Management, Investing, News, Newsletters, Retirement, Seminars & Events, Taxes, Your Finances Tagged With: credit scores, Investing, Keller retirement workshop, retirement planning, same-sex couples financial planning, Taxes

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Keener Financial Planning
4 days ago
Keener Financial Planning

We are hiring for a Financial Planning Intern for the summer of 2024!

For information about the intern position, please visit our website: keenerfinancial.com/join-our-team/financial-planning-intern/

We invite you to check out this video of Jean Keener talking with our 2023 Intern, Morgan Green, about her experience at Keener Financial Planning.
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Keener Financial Planning
2 weeks ago
Keener Financial Planning

If you want to leave part of your estate to charity, we have suggestions for how to do so most tax-efficiently. Let us know what questions you have on this. ... See MoreSee Less

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Tax-Efficient Beneficiary Designations - Keener Financial Planning

keenerfinancial.com

If you plan to leave part of your estate to charity, tax-efficient beneficiary designations can help your assets go the farthest.
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Keener Financial Planning
2 weeks ago
Keener Financial Planning

We're looking forward to North Texas Giving Day this week. Happy to be a part of it with Friends of Dallas Animal Services!For the fourth year in a row, our incredible friends at Keener Financial Planning will help double your #NTXGivingDay dollars!

This local small business helps clients meet their goals by providing as-needed, fee-only financial planning and investment advice.

Many Keener Financial Planning employees have adopted shelter pets! In their words, "They are part of our families, and we want to help as many furry companions find their forever homes as possible!"

Thank you for your generous support, Keener Financial Planning. 👏🧡

@jean.keener
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Were looking forward to North Texas Giving Day this week. Happy to be a part of it with Friends of Dallas Animal Services!
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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

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