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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New Rules for College Campus Pre-paid Credit Cards

July 12, 2016

Advertisements aimed at promoting a particular financial institution's debit and prepaid credit cards are a common sight on many college campuses today. While many financial institutions have partnerships with colleges to market these products, consumer groups argue that they sometimes come at a … [Read more...]

Filed Under: College Funding, Debt Management, News, Your Finances Tagged With: college, debt

Paying Off Debt in 2016

January 25, 2016

One of KFP's Financial Planners Beth Shurtz was quoted in the International Business Times on the key first steps on paying off credit cards and getting out of debt. “Get all the statements and plug them into a software or a basic Excel spreadsheet to help prioritize which ones should be knocked … [Read more...]

Filed Under: Debt Management, News, Our Advice in the News, Your Finances Tagged With: debt

April 2012 Personal Finance Newsletter

April 26, 2012

The April personal finance newsletter is now available.  It includes the investment market update from January - March 2012, how to decide whether to pay down debt or save and invest, and planning for a career change.  In addition, there's information on upcoming retirement income and social … [Read more...]

Filed Under: Budgeting and Saving, Debt Management, Investing, News, Newsletters, Retirement, Seminars & Events, Your Finances Tagged With: career change, debt, Investing, retirement income workshop, social security workshop

Free Financial Advice Bus Tour in D-FW

February 6, 2009

Mark your calendars for February 23 from 11:30 to 1:30.  The national Your Money Bus tour will be making a stop at a place near and dear to my heart – Southlake Central Market.  Local financial advisors, including me, will be there to answer your financial questions at no charge. We’re all keenly … [Read more...]

Filed Under: Budgeting and Saving, Debt Management, News, Seminars & Events Tagged With: Central Market, debt, free financial advice, Kiplingers, NAPFA, savings, TD Ameritrade, your money bus

Bail-Out Bill Tax Changes Affecting Individuals

November 6, 2008

The Emergency Economic Stabilization Act of 2008, referred to by some as the "bailout bill," or, as others prefer to call it, the "rescue plan," was recently enacted in an attempt to stabilize the turmoil in the U.S. economy. While a great deal of attention has been focused on the true bailout … [Read more...]

Filed Under: Legislative Changes, News, Taxes, Your Finances Tagged With: AMT, bailout, bicyclists, debt, electric vehicles, emergency economic stabilization act, energy tax credits, mortgage, rescue plan, tax

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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

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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...
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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!
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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!
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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

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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.
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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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