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.

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Pink Slip Lemonade

October 5, 2009

sherrillonbikeAs the economy begins its recovery but the job losses keep coming, many are finding the need to be creative with their careers and their financial situation.  Last week, I had the pleasure of spending some time chatting with fellow Garrett Planning Network member Sherrill St. Germain, CFP®.  Sherrill’s built a financial planning practice in New Hampshire around helping people make career transitions without wreaking havoc on their finances.

Because so much financial information is needed right now for career changers and those between jobs, I want to highlight a fantastic series of blog posts that Sherrill did in June.  In this series aptly titled Pink Slip Lemonade, Sherrill — along with some guest bloggers — cover a range of financial planning topics relevant to the laid-off and the employed-but-worried, highlighting strategies that enable families to survive — and even thrive — in these difficult times, as well as better weather future financial storms.  Click here to read Pink Slip Lemonade.

Filed Under: Living Well, News, Your Finances Tagged With: career transition, financial planning for transition, surviving job loss

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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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Main Office:

1692 Keller Parkway
Keller, TX 76248

Ph: 817-993-0401
Fax: 817-993-0002

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2626 Cole Avenue, 3rd floor
Dallas, TX 75201

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