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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November Personal Finance Newsletter

November 3, 2014 By Jean Keener, CFP, CRPC

Our November personal finance newsletter is now available.  In addition to the investment market update, it includes several articles on personal financial planning. We have updates released by the IRS and social security administration for 2015: Retirement plan contribution limits for … [Read more...]

Filed Under: Estate Planning, Investing, News, Newsletters, Retirement, Taxes Tagged With: estate planning, Investing, retirement plan contribution limits, social security, Taxes

May 2013 Personal Finance Newsletter

May 22, 2013 By Jean Keener, CFP, CRPC

The May personal finance newsletter is now available.  In addition to the introduction of our new staff members Jordan Nightingale and Rachel Songer, it includes financial planning information on understanding your expenses in your 401k as you plan your retirement, how to use payable on death … [Read more...]

Filed Under: Estate Planning, Investing, Legislative Changes, News, Newsletters, Your Finances Tagged With: 401(k), college planning, estate planning, Investing, Retirement

October Personal Finance Newsletter

October 16, 2012 By Jean Keener, CFP, CRPC

The October personal finance newsletter is now available.  It includes the 2013 social security cost of living adjustment and maximum earnings level just announced this morning.  A detailed review of the 3rd quarter investment market performance, plus 2012 year-to-date information is also covered. … [Read more...]

Filed Under: Budgeting and Saving, Estate Planning, Investing, News, Newsletters, Taxes, Your Finances Tagged With: 2013 tax changes, estate planning, ethical will, FSA, Investing, social security

July/August Personal Finance Newsletter

July 31, 2012 By Jean Keener, CFP, CRPC

The July/August personal finance newsletter is now available.  It includes a review of the investment markets through second quarter, consideration of potential outcomes with the federal estate tax for 2013, and an announcement about the personal financial planning workshop schedule for this fall in … [Read more...]

Filed Under: Estate Planning, Investing, Living Well, News, Newsletters, Retirement, Seminars & Events, Women's Issues, Your Finances Tagged With: estate planning, Investing, social security

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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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