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 Personal Finance Newsletter

June 17, 2011

The June personal finance newsletter is now available.  It includes an investment market update and articles on several personal financial planning topics.  There’s information on how long to keep financial records, perspective on the debt ceiling debate, an update on the new “net college cost” calculators, and information on the veteran’s pension.  There’s also an invitation to the Keller Library Personal Finance workshop on June 28 — this month’s topic is the basics of Life and Disability insurance for those in their working years.  Click here to read the newsletter.

Filed Under: College Funding, Insurance, Investing, News, Newsletters, Retirement, Your Finances Tagged With: college planning, personal finance, veterans pension

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Keener Financial Planning
1 week ago
Keener Financial Planning

The newsletter includes an invitation to our upcoming book club, as well as our quarterly update on the investment markets. In addition, we share planning ideas around open enrollment and 2026 catch-up contributions for high earners. We also have shutdown financial planning guidance for federal employees. And we share our latest team update. ... See MoreSee Less

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Fall 2025 Financial Planning Newsletter - Keener Financial Planning

keenerfinancial.com

Our fall 2025 financial planning newsletter is now available. It includes an invitation to our upcoming book club, as well as our quarterly update on the investment markets. In addition, we share plan...
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Keener Financial Planning
2 weeks ago
Keener Financial Planning

Financial Planning Tips for federal employees during the shutdown: ... See MoreSee Less

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Financial Planning Tips during the Shutdown - Keener Financial Planning

keenerfinancial.com

Financial planning tips for federal employees on how to manage the shutdown for those with an emergency fund and without one.
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Keener Financial Planning
2 weeks ago
Keener Financial Planning

If your W2 income is over $145,000 in 2025 and you're making pre-tax catch-up contributions in your 401k, your savings for next year will need to change. We've got the details plus potential strategies! ... See MoreSee Less

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Catch-Up Contributions in 2026 - Keener Financial Planning

keenerfinancial.com

Catch-up contribution rules for high earners in 2026 require a little navigating. Learn the options available to you here.
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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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