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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Q3 Financial Planning Newsletter

July 14, 2021 By Jean Keener, CFP, CRPC

Keener Financial Planning newsletter

Financial planners Patty Priddy and Rachel Songer collaborating on a plan.

Our third-quarter financial planning newsletter is now available.  It includes an update on the investment markets, along with our perspective on inflation.  We also cover how to decide if you should opt-out of the child tax credit payments.  In addition, we share that we’ve just completed our latest due diligence on ESG (environmental, social, governance) funds and are happy to incorporate them into client portfolios on request.  Please click here to read the newsletter.

Filed Under: Budgeting and Saving, Investing, News, Newsletters, Your Finances Tagged With: inflation, invetsments, newsletter

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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

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