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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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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