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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Estate Planning for 21st Century Couples

February 17, 2021 By Keener Financial Planning

Estate Planning

Our clients have many different preferences, and we love to see when someone is intentional about what’s right for them. In this article, we'll focus on two examples of modern decisions that are becoming increasingly common. For couples who embrace these choices, the benefits can far outweigh the … [Read more...]

Filed Under: Estate Planning, News, Your Finances Tagged With: couples and money, estate planning

Yours, Mine, and Ours: Achieving Financial Goals as Individuals and a Couple

August 28, 2011 By Jean Keener, CFP, CRPC

Making sound financial decisions is challenging enough when it’s just you – one person deciding on what’s best for his or her short-term and long-term goals.  But add in a spouse, and the choices multiply!  You now have two more sets of goals – your spouse’s and your combined goals as a couple.  … [Read more...]

Filed Under: Living Well, News, Seminars & Events, Women's Issues, Your Finances Tagged With: couples and money, financial goals

Quoted in couples and money article

October 15, 2009 By Jean Keener, CFP, CRPC

Associated Press Personal Finance Writer Eileen AJ Connelly interviewed me earlier this week about couples and money.  Her questions were about whether joint accounts or separate accounts were better for couples to manage their money.  The recent John and Kate debacle is what sparked public interest … [Read more...]

Filed Under: News, Our Advice in the News Tagged With: couples and money, Jean Keener in the media, joint vs. separate accounts

Couples, Investing, and Risk

July 21, 2009 By Jean Keener, CFP, CRPC

It's pretty common for spouses to be at different points on the risk tolerance spectrum.  If you're one of these couples, you know that these differences can have varying effects on the relationship and your investing behavior. Sometimes, the more conservative spouse just completely delegates … [Read more...]

Filed Under: Featured Posts, Investing, Living Well, News, Your Finances Tagged With: couples and money, Investing, investing for couples, money in relationships, risk tolerance

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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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