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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Investment Volatility is Personal

July 25, 2022 By Jean Keener, CFP, CRPC

Investment Volatility is Personal

Investment professionals like to talk about volatility in the investment markets. They talk about it like it’s a uniform feature that affects all investors equally. But it’s not. Volatility is personal. You have more control over your personal investment volatility than you might expect. There … [Read more...]

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

Why No One Needs a Budget

March 18, 2021 By Keener Financial Planning

A Spending Plan vs. a Budget

No one needs or should use a budget. I realize this may seem like a bold statement. Before you begin forming arguments to disagree with me, please understand that I am a huge fan of spending plans. But I hate budgets. Budgets are difficult to maintain because people don’t like feeling restricted … [Read more...]

Filed Under: Budgeting and Saving, Living Well, News, Your Finances Tagged With: budgeting, cash flow, financial goals, money and values, Spending Plans

June 2015 Personal Finance Newsletter

June 10, 2015 By Jean Keener, CFP, CRPC

The June newsletter is now available.  In addition to the regular investment update, it includes highlights and take-aways from a book I just read and highly recommend -- Happy Money: The Science of Happier Spending by Professors Elizabeth Dunn and Michael Norton.  The newsletter also has updates on … [Read more...]

Filed Under: Budgeting and Saving, College Funding, Investing, Legislative Changes, Living Well, News, Newsletters, Retirement, Your Finances Tagged With: college, Happy Money, Investing, medicare

November/December Personal Finance Newsletter

December 26, 2012 By Jean Keener, CFP, CRPC

The November/December Personal Finance Newsletter is now available.  It includes information on the 2013 retirement plan limits and an update on investment market performance.  There are also two articles relevant to the fiscal cliff negotiations -- a review of the considerations in harvesting long … [Read more...]

Filed Under: Investing, Legislative Changes, Living Well, News, Newsletters, Retirement, Taxes, Your Finances Tagged With: charitable giving, 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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