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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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

Charitable Giving as Part of Your Estate Plan

November 3, 2009 By Jean Keener, CFP, CRPC

As the holidays approach, it’s a good time to consider charitable giving as a potential part of your estate plan.  Giving provides a sense of personal satisfaction, and it can be beneficial from a financial planning perspective.   If you’re one of the 2% of Americans currently subject to the … [Read more...]

Filed Under: Estate Planning, News, Your Finances Tagged With: charitable giving, Charitable Lead Trust, charitable remainder trust, CLT, CRT, estate planning

May 2009 Newsletter

May 12, 2009 By Jean Keener, CFP, CRPC

The May 2009 newsletter is now available.  It has information on the tax benefits of charitable giving, investing in a low-interest-rate environment, the extension of the federal money market guarantee, and divorce financial planning.  Click here to read the May 2009 newsletter. … [Read more...]

Filed Under: Investing, Newsletters, Taxes Tagged With: charitable giving, divorce financial planning, Investing, low interest rates, money market guarantee, tax

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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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