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

May 2013 Personal Finance Newsletter

May 22, 2013

The May personal finance newsletter is now available.  In addition to the introduction of our new staff members Jordan Nightingale and Rachel Songer, it includes financial planning information on understanding your expenses in your 401k as you plan your retirement, how to use payable on death … [Read more...]

Filed Under: Estate Planning, Investing, Legislative Changes, News, Newsletters, Your Finances Tagged With: 401(k), college planning, estate planning, Investing, Retirement

June Personal Finance Newsletter

June 17, 2011

The June personal finance newsletter is now available.  It includes an investment market update and articles on several personal financial planning topics.  There's information on how long to keep financial records, perspective on the debt ceiling debate, an update on the new "net college cost" … [Read more...]

Filed Under: College Funding, Insurance, Investing, News, Newsletters, Retirement, Your Finances Tagged With: college planning, personal finance, veterans pension

January 2011 Personal Finance Newsletter

January 14, 2011

The January newsletter is now available with a 2010 investment market recap, a humorous look at investing resolutions for the new year, and details on the estate tax changes enacted in December.  It also includes an announcement of topics for the Keller Public Library personal finance workshop … [Read more...]

Filed Under: College Funding, Estate Planning, Investing, Legislative Changes, News, Newsletters, Seminars & Events, Your Finances Tagged With: college planning, estate tax, Investing, market update

Texans’ Options with 529 Education Savings Plans

January 27, 2010

Many states provide an incentive for their residents to use their state’s 529 plan through use of a state income tax deduction.  Because Texas doesn’t have a state income tax, your options are really completely open in terms of what state’s 529 savings plan you use.  You can go shopping for the best … [Read more...]

Filed Under: College Funding, News, Your Finances Tagged With: 529 plans, 529 plans for Texans, college financial advising, college financial planning, college planning, education financial advising, education financial planning, education planning, saving for college, Texas college planning, Texas education funding

College Pricing Trends

October 29, 2009

Every October, the College Board releases its Trends in College Pricing report that highlights college cost increases and trends. While costs can vary significantly by region and individual college, the College Board publishes average cost figures, which are based on its survey of 3,500 colleges … [Read more...]

Filed Under: College Funding, News, Your Finances Tagged With: college costs, College Funding, college planning, cost of college, education, education funding, education planning, student aid trends

Texas Tomorrow Fund Deadline Rapidly Approaching

October 21, 2009

For participants in the Texas Guaranteed Tuition Plan (also known as the Texas Tomorrow Fund) an important refund deadline is approaching.  Any refund requests received before November 30 will be processed according to the current rules.  The current rules allow for a refund of the original … [Read more...]

Filed Under: College Funding, News, Your Finances Tagged With: college planning, Texas college planning, Texas education funding, Texas Guaranteed Tuition Plan, Texas Tomorrow Fund, Texas Tomorrow Fund refunds

How much financial aid?

December 5, 2008

You can now get an estimate of how much financial aid your child will qualify for before you actually apply.  The U.S. Department of Education offers an online financial aid tool to help families better prepare for the cost of college. Called the FAFSA4caster (catchy, isn't it?), it's modeled on the … [Read more...]

Filed Under: College Funding Tagged With: college planning, FAFSA, financial aid

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
2 weeks ago
Keener Financial Planning

Our Spring Financial Planning Newsletter with updated investment market perspective, advice on how to handle 401(k) rollovers during times of market volatility, estate planning for your pets, and more! ... See MoreSee Less

Link thumbnail

Spring 2025 Financial Planning Newsletter - Keener Financial Planning

keenerfinancial.com

Our 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-c...
View on Facebook
· Share
Share on Facebook Share on Twitter Share on Linked In Share by Email
Keener Financial Planning
4 weeks ago
Keener Financial Planning

Our office will close early at 3:00 PM today and remain closed through Friday in observance of Good Friday. We will reopen with regular hours on Monday.

Wishing you a safe and wonderful weekend!
... See MoreSee Less

Our office will close early at 3:00 PM today and remain closed through Friday in observance of Good Friday.  We will reopen with regular hours on Monday.

Wishing you a safe and wonderful weekend!
View on Facebook
· Share
Share on Facebook Share on Twitter Share on Linked In Share by Email
Keener Financial Planning
1 month ago
Keener Financial Planning

In the midst of a tumultuous period in the investment markets, Christine Benz with Morningstar, Inc. provides a great to-do list for investors. ... See MoreSee Less

Link thumbnail

What Now? An Investor’s To-Do List for Chaotic Markets

www.morningstar.com

A down market offers opportunities to check progress toward your long-term investing goals—and even save on taxes.
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