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]

  • About Us
    • Our Company
    • Our Services
    • Our Process
    • Meet our Team
    • Affiliations
    • Fee Schedule
    • Disclosure
  • Financial Planning
    • Planner Interview Questions
    • How Planners Are Paid
  • Resources
    • Client Log-In
    • Forms
  • Blog
  • Contact Us

May 2013 Personal Finance Newsletter

May 22, 2013 by Jean Keener, CFP®, CRPC™

The May personal finance newsletter is now available.  In addition to the introduction of our new staff members Jordan Nightingale and Rachel Songer, it includes financial planning information on understanding your expenses in your 401k as you plan your retirement, how to use payable on death accounts, and the financial value of a college degree.  Plus, we have an update on how the estate tax in 2013 affects your financial planning if you live in Texas.  Click here to read the newsletter.

Filed Under: Estate Planning, Investing, Legislative Changes, News, Newsletters, Your Finances Tagged With: 401(k), college planning, estate planning, Investing, Retirement

Free E-Newsletter

Email Newsletter

Sign up to receive free financial planning email updates. We'll never sell your address or spam you.

Latest from Facebook

Comments Box SVG iconsUsed for the like, share, comment, and reaction icons
Keener Financial Planning
4 hours ago

The fall 2026 financial planning newsletter includes investment market perspective, the social security 2027 COLA, year-end planning deadlines, and more! ...

Shared link preview image

Fall 2026 Financial Planning Newsletter - Keener Financial Planning

keenerfinancial.com

The fall 2026 financial planning newsletter from the Keener team includes investment perspective, annual inflation updates, and more.
View on Facebook (opens in a new tab)
· Share
Share on Facebook (opens in a new tab) Share on Twitter (opens in a new tab) Share on LinkedIn (opens in a new tab) Share by Email (opens in a new tab)
Keener Financial Planning
1 day ago

Megan Coyne, CFP® provides a 2026 year-end financial planning checklist - including considerations for those in savings mode or retirement distributions! ...

Shared link preview image

Year-End Financial Planning Checklist - Keener Financial Planning

keenerfinancial.com

This year-end financial planning checklist can help identify opportunities to avoid missed deadlines and stay on track with your finances.
View on Facebook (opens in a new tab)
· Share
Share on Facebook (opens in a new tab) Share on Twitter (opens in a new tab) Share on LinkedIn (opens in a new tab) Share by Email (opens in a new tab)
Keener Financial Planning
2 days ago

We're so grateful to be included in these lists again this year! ...

Shared link preview image

D Magazine Best Financial Planners and Top Wealth Managers - Keener Financial Planning

keenerfinancial.com

Keener Financial Planning celebrates 2026 inclusion in D Magazine's lists for Dallas-Ft.Worth Best Financial Planners & Top Wealth Managers.
View on Facebook (opens in a new tab)
· Share
Share on Facebook (opens in a new tab) Share on Twitter (opens in a new tab) Share on LinkedIn (opens in a new tab) Share by Email (opens in a new tab)

Discuss if we’re a good fit for you

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

  • Email
  • Facebook
  • Instagram
  • LinkedIn
  • Twitter

FORM CRS RELATIONSHIP SUMMARY (ADV Part 3) · Copyright © 2026 Keener Financial · All Rights Reserved