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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October 2009 Newsletter

October 2, 2009 by Jean Keener, CFP®, CRPC™

The October newsletter is now available.  It includes a reminder about the October 15 deadline to recharacterize 2008 Roth IRA conversions, a market update, how to calculate your net worth and why net worth is the financial number to watch, and more.  To read the newsletter, click here.

Filed Under: Budgeting and Saving, Insurance, News, Newsletters, Retirement, Taxes, Your Finances Tagged With: 2008 Roth recharacterization, calculating net worth, D-FW free financial seminars, financial planning week, free financial seminars, important financial number, net worth, recharacterization deadline, Roth IRA, tracking financial progress

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

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The fall 2026 financial planning newsletter from the Keener team includes investment perspective, annual inflation updates, and more.
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Megan Coyne, CFP® provides a 2026 year-end financial planning checklist - including considerations for those in savings mode or retirement distributions! ...

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This year-end financial planning checklist can help identify opportunities to avoid missed deadlines and stay on track with your finances.
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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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