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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September Personal Finance Newsletter

September 7, 2012 By Jean Keener, CFP, CRPC

The September personal finance newsletter is now available.  In addition to an investment market update, it includes information on several financial planning topics.  For retirees, we look at how remarriage affects social security.  For those in the wealth accumulation phase, we look at the … [Read more...]

Filed Under: Budgeting and Saving, Debt Management, News, Newsletters, Retirement, Seminars & Events, Taxes, Women's Issues, Your Finances Tagged With: Investing, IRA distributions, mortgage rates, social security, women & money

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

Social Security and Divorce

February 27, 2012 By Jean Keener, CFP, CRPC

If you're divorced and were married for at least 10 years, you may be entitled to social security benefits based on your former spouse's earnings record. If your former spouse is still living Your divorced spouse benefits are based on 50% of your ex-spouse's benefit at full retirement age.  You … [Read more...]

Filed Under: News, Retirement, Women's Issues, Your Finances Tagged With: divorce, social security, social security and divorce

February 2012 Personal Finance Newsletter

February 23, 2012 By Jean Keener, CFP, CRPC

The February 2012 personal finance newsletter is now available.  In the newsletter, we have financial planning inspiration from Keller High School seniors to refocus on paying yourself first.  For investing, it includes an investment market update and information on the new cost basis rules.  For … [Read more...]

Filed Under: Budgeting and Saving, Investing, Legislative Changes, Living Well, News, Newsletters, Retirement, Taxes, Women's Issues, Your Finances Tagged With: investing; cost basis rules, retirement planning, social security and divorce, tax planning

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Another helpful reminder that we don't have to predict the timing of recessions to be successful long-term investors! ... See MoreSee Less

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Long-Term Investors, Don’t Let a Recession Faze You | Dimensional

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In the past century, there have been 15 recessions in the US. In 11 of them, stock returns were positive two years after the recession began.
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Keener Financial Planning
5 days ago
Keener Financial Planning

Our quick reference for 2024 financial planning figures is now available -- it includes the 401k, IRA, and HSA contribution maximums and more! ... See MoreSee Less

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2024 Key Financial Planning Numbers - Keener Financial Planning

keenerfinancial.com

Here’s a quick-reference sheet for some of the 2024 key financial planning numbers. It includes tax brackets, retirement plan contribution maximums, education credits, estate tax exemptions, HSA and...
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Keener Financial Planning
1 week ago
Keener Financial Planning

We're so honored to be included in the D Magazine Best Financial Planners and Top Wealth Managers list again!

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Were so honored to be included in the D Magazine Best Financial Planners and Top Wealth Managers list again!

https://keenerfinancial.com/keener-financial-in-d-magazine-2023-best-financial-planners-and-top-wealth-managers/
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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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