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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Q4 2022 Personal Financial Planning Newsletter

October 19, 2022

Our Q4 personal financial planning newsletter is now available. It’s packed with information on the investment markets – actions you can take, how to manage your personal volatility, perspective on bonds, and updates on year-to-date results. As part of looking at the investment performance, we also address what to consider with your financial plan in our current environment. In addition, we highlight important student loan deadlines and provide links for more information. Plus, Beth Shurtz, one of our financial planners provides tips on securing your digital life. Please click here to view the newsletter.

Filed Under: Investing, News, Newsletters, Your Finances

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Keener Financial Planning
11 hours ago

Medicare part D open enrollment ends this Sunday - if you haven't evaluated your plan yet, please make time this week! ... See MoreSee Less

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HeyMOE—Medicare Part D Open Enrollment Automatic Comparison Tool | Simplify Medicare Plans Today

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HeyMOE is the ONLY automatic Medicare Part D review and plan comparison service during Open Enrollment. Save time and money with HeyMOE! Created by well known Medicare experts and trusted by Medicare ...
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Keener Financial Planning
5 days ago

If you are an American Airlines pilot considering the MBCBP, the election window closes on December 15th. Rachel and Samuel have highlighted a few key points to help guide your decision-making.

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AA Pilots: Market Based Cash Balance Plan (MBCBP) - Keener Financial Planning

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With the MBCBP election window closing on December 15th, Keener Financial Planning provides key points to guide your decision-making.
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Keener Financial Planning
6 days ago

We will be closing at 3 pm on Wednesday, November 26th through Friday, November 28th. Enjoy your Thanksgiving! ... See MoreSee Less

We will be closing a
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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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