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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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

How to Give to Charity Wisely and Well

December 11, 2012 By Jean Keener, CFP, CRPC

Giving to charity has never been easier. You can donate the old-fashioned way--by mail--but you can also donate online, by text, or through social networking sites. According to the National Center for Charitable Statistics, over 1.4 million nonprofit organizations are registered with the IRS. With … [Read more...]

Filed Under: Living Well, News, Your Finances Tagged With: charitable giving

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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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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