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

Spring 2025 Financial Planning Newsletter

April 28, 2025

Spring 2025 Financial Planning NewsletterOur Spring 2025 financial planning newsletter is now available. And there’s a lot to cover! We share tips for how to handle 401(k) rollovers during volatile market conditions and a TurboTax double-check for social security recipients. On investing topics, we review current market conditions, whether you should change your investment philosophy, and actions to take advantage of a market downturn. Plus, we review tips on how to plan for your furry family family members in your estate plan. Click here to read the newsletter.

Filed Under: Estate Planning, Investing, News, Newsletters, Taxes, Your Finances Tagged With: estate planning, Investing, tax planning

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
21 hours ago
Keener Financial Planning

Friendly reminder of the book launch party with the author Carl Richards Tuesday at 5 pm Central on zoom for our next book club selection: Your Money - Reimagining Wealth in 101 Simple Sketches. addcal.io/e/w96yhcuhxgb4 ... See MoreSee Less

Friendly reminder of the book launch party with the author Carl Richards Tuesday at 5 pm Central on zoom for our next book club selection: Your Money - Reimagining Wealth in 101 Simple Sketches. https://addcal.io/e/w96yhcuhxgb4
View on Facebook
· Share
Share on Facebook Share on Twitter Share on Linked In Share by Email
Keener Financial Planning
2 weeks ago
Keener Financial Planning

Jean interviews Carl Richards about his new book Your Money and announces the next KFP book club - you're invited! Details in the comments. ... See MoreSee Less

Video image
View on Facebook
· Share
Share on Facebook Share on Twitter Share on Linked In Share by Email
Keener Financial Planning
2 weeks ago
Keener Financial Planning

As we get closer to Medicare open enrollment, this article from 65 Incorporated is a must read for anyone of Medicare age. ... See MoreSee Less

Link thumbnail

Informed Consent: Key To Preventing Big Medicare Advantage Mistakes – Diane Omdahl

www.dianeomdahl.com

Informed Consent: Key To Preventing Big Medicare Advantage Mistakes Published by Diane on September 15, 2025 Anyone who has had an MRI, a surgical procedure or even a vaccination comes face to face wi...
View on Facebook
· Share
Share on Facebook Share on Twitter Share on Linked In Share by Email
Load more

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 © 2025 Keener Financial · All Rights Reserved