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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Emergency Fund Check-In

April 24, 2022 By Samuel Pond

Emergency Fund Check-in

In the last two years, we have seen wide ranges in our monthly spending. Two years ago, many people saw their savings increase as they stopped commuting and going out due to COVID-19. When interest rates dropped, individuals lowered their monthly housing costs by refinancing their mortgage.  A year … [Read more...]

Filed Under: Budgeting and Saving, Featured Posts, News, Your Finances Tagged With: budgeting, cash flow, emergency fund, personal finance

Home maintenance planning

April 8, 2022 By Rachel Songer, CFP

Budgeting for home improvement

Most of us spent more time at home during the pandemic. We saw an increase in home maintenance projects that had been deferred but suddenly were elevated on the priority list. Personally, 2021 gifted me the purchase of a pellet stove and a water softener, the repair of a broken sprinkler line, and … [Read more...]

Filed Under: Budgeting and Saving, Featured Posts, News, Your Finances Tagged With: budgeting, cash flow, personal finance

Why No One Needs a Budget

March 18, 2021 By Keener Financial Planning

A Spending Plan vs. a Budget

No one needs or should use a budget. I realize this may seem like a bold statement. Before you begin forming arguments to disagree with me, please understand that I am a huge fan of spending plans. But I hate budgets. Budgets are difficult to maintain because people don’t like feeling restricted … [Read more...]

Filed Under: Budgeting and Saving, Living Well, News, Your Finances Tagged With: budgeting, cash flow, financial goals, money and values, Spending Plans

Financial Planning January 2021 Newsletter

January 12, 2021 By Jean Keener, CFP, CRPC

Keener Financial Planning team

The first quarter financial planning newsletter is now available.  We all have a heightened awareness of the uncertainty of life right now, so our goal for the newsletter is to provide some reassuring insight and perhaps some actionable ideas.  The newsletter includes: Friendly financial … [Read more...]

Filed Under: Budgeting and Saving, Investing, News, Newsletters, Retirement, Taxes, Your Finances Tagged With: budgeting, charitable contributions, investments, Retirement

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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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