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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Financial Planning January 2021 Newsletter

January 12, 2021 By Jean Keener, CFP, CRPC

Financial Planning newsletter

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

How to Become Financially Fit in 2021

January 1, 2021 By Keener Financial Planning

Financially Fit 2021

by Christina Slavonik, CFP(R) Oh, yes!  It’s that time of year again! It's time to list out resolutions or goals that we would like to accomplish this year.  There may be some “rollovers” from 2020!  One important resolution to add to your list is to be financially fit.  It’s not something … [Read more...]

Filed Under: Budgeting and Saving, Featured Posts, Investing, News, Your Finances Tagged With: 401(k), budgeting, health insurance, Investing, personal finance, Retirement, retirement planning, Taxes

March Personal Finance Newsletter

March 14, 2011 By Jean Keener, CFP, CRPC

The March personal financial planning newsletter is now available.   It includes an update on the investment market, tips on cutting discretionary spending to build your cash reserve, planned charitable giving, and social security survivors benefit.  There's also a special guest column from attorney … [Read more...]

Filed Under: Budgeting and Saving, Estate Planning, Investing, News, Newsletters, Retirement, Your Finances Tagged With: budgeting, charitable giving, estate planning, Investing, social security

June Monthly Newsletter

June 11, 2010 By Jean Keener, CFP, CRPC

The June newsletter is now available with an investment market update and some historical perspective on stock market returns over time to put recent volatility into perspective.  It also include a how-to on deciding if you should pay off your mortgage and an invitation to the upcoming budgeting … [Read more...]

Filed Under: Budgeting and Saving, Investing, News, Newsletters, Your Finances Tagged With: budgeting, DFA, Dimensional Funds, historical stock market performance, investment market update, paying off the mortgage, stock market performance

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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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