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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Financial Planning 2023 Q1 Newsletter

January 18, 2023 By Jean Keener, CFP, CRPC

Financial Planners in DFW

The 2023 Q1 financial planning newsletter is now available. It includes highlights of the Secure Act 2.0 and how it will affect you, as well as student loan and investment market updates. In addition, we cover 2023 retirement plan contribution limits and tax season reminders. Please click here to … [Read more...]

Filed Under: Investing, Legislative Changes, News, Newsletters, Retirement, Taxes, Your Finances Tagged With: Investing, newsletter, Retirement, Secure 2.0, student loans, Taxes

Q3 2022 Financial Planning Newsletter

July 18, 2022 By Jean Keener, CFP, CRPC

The third quarter financial planning newsletter is now available. In addition to highlighting posts from our blog on I Bonds and Cash for Retirees, we provide an investment market update.  We share what's going on in the market and with inflation, how it affects your financial plan, and what you may … [Read more...]

Filed Under: Investing, News, Newsletters, Retirement, Taxes, Your Finances

Accessing Cash in Retirement

July 18, 2022 By Samuel Pond

inflation and your financial plan

There is a lot of information available on how to save and invest for retirement. Investors select an asset allocation and learn what accounts to contribute to. But what about in retirement? We are still invested, but instead of saving, we need to spend some of our savings. How much should we have … [Read more...]

Filed Under: Investing, Retirement, Taxes, Your Finances Tagged With: Retirement, retirement income, retirement planning, tax planning

Q2 2022 Financial Planning Newsletter

April 25, 2022 By Jean Keener, CFP, CRPC

Financial Planning Associate

Our Q2 financial planning newsletter is now available.  In addition to features from our recent blogs on home maintenance and your emergency fund, we cover our perspective on the investment markets.  You may be wondering what you should do about your portfolio's performance since the beginning of … [Read more...]

Filed Under: Investing, News, Newsletters, Taxes, Your Finances

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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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