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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Keller Social Security Planning Workshop

July 18, 2011

Social Security Filing StrategiesI am conducting a free social security strategy workshop at the Keller Public Library on Tuesday, July 19 at 6:30 pm.

It’s designed for baby boomers to help you maximize your retirement income. If you are 55 or older, have not yet filed for social security, and live in or around Keller, you should strongly consider attending this financial information session.  Attendees will learn:

  • 5 factors to consider when deciding when to apply for benefits
  • Why you should always check your earnings record for accuracy
  • How to coordinate benefits with your spouse
  • How to minimize taxes on Social Security benefits
  • How to coordinate Social Security with your other sources of retirement income

You are welcome to attend and bring your questions! Please RSVP to [email protected] for planning purposes.

A copy of “The Smartest Retirement Book You’ll Ever Read” by Daniel Solin will also be given away.

Filed Under: News, Retirement, Seminars & Events, Your Finances Tagged With: social security

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Keener Financial Planning
5 days ago

The summer 2026 financial planning newsletter is now available. In addition to our investment update and mid-year financial considerations, we share an overview of Trump / 530A accounts including how to find out if your children are eligible for any free money. We also answer the question: “Does your financial planner care how you spend your money?” And, we share reflections on what the World Cup and financial planning have in common. ... See MoreSee Less

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Summer 2026 Financial Planning Newsletter - Keener Financial Planning

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Trump / 530A accounts, World Cup Reflections, Spending Matters, and Investing Market update in our Summer 2026 financial planning newsletter.
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Keener Financial Planning
1 week ago

The World Cup caused us to reflect on how reality can often be better than expectations. ... See MoreSee Less

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Financial Planning and the World Cup: “This Isn’t What I Expected” - Keener Financial Planning

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What's the common thread we see between financial planning and this year's World Cup? "This isn't what I expected."
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Keener Financial Planning
1 month ago

In observance of Independence Day, our office will be closing at 3:00 p.m. on Thursday, July 2, and will remain closed through Friday, July 3.

We hope you have a safe, relaxing, and memorable weekend as we celebrate America's 250th birthday! Happy Independence Day!
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In observance of Ind
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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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