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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Advice Featured in Dallas Morning News

October 11, 2010

The Dallas Morning News hosts an annual financial planning hotline and web chat to allow readers to get free financial advice from members of the Dallas-Fort Worth Financial Planning Assocation.  I've participated in this event for each of the last 3 years, and this year's questions reflected many … [Read more...]

Filed Under: Budgeting and Saving, Debt Management, Investing, News, Our Advice in the News, Retirement, Your Finances Tagged With: 401(k), debt management, IRA roll over, retirement savings, Roth conversion

30-Second Financial Gut Check

August 26, 2009

If you're like many Americans right now, you're worried about your finances.  Even if nothing has particularly changed for you in the past year - perhaps you still have the same job, same mortgage payment, same retirement accounts - you likely now have a gnawing sense of insecurity about what the … [Read more...]

Filed Under: Budgeting and Saving, Debt Management, Featured Posts, News, Your Finances Tagged With: budgeting and saving, debt management, financial concern, financial stress, financial worry

Keep an eye on your credit

June 29, 2009

The Credit Card legislation passed last month should ultimately help consumers.  However, in the short term, many people are being squeezed.   We have a combination of factors: banks attempting to shore up their financial statements by reducing the available credit on credit cards, home equity … [Read more...]

Filed Under: Budgeting and Saving, Debt Management, Featured Posts, Legislative Changes, News, Your Finances Tagged With: budgeting, cash flow, credit cards, debt management, interest rates, revolving debt

New credit card law provisions

May 27, 2009

The key provisions of the credit card law that Obama signed last Friday, May 22 are below.  But first, my two cents ... I've heard a lot of talk about how these changes might make it more difficult to get credit and could result in higher fees in general and annual fees in particular for people … [Read more...]

Filed Under: Budgeting and Saving, Debt Management, Featured Posts, Legislative Changes, News, Your Finances Tagged With: credit cards, debt management

IOUSA on CNN this weekend

January 8, 2009

I just learned that IOUSA will be airing on CNN this weekend.  I plan to set the DVR to make sure I get to watch it.  It's a documentary about America's addiction to debt that's received outstanding reviews.  Here's the info:   CNN to Broadcast I.O.U.S.A. The public has spoken, and we've listened. … [Read more...]

Filed Under: Debt Management, News, Seminars & Events Tagged With: debt management, IOUSA

How to get a free copy of your credit report

November 2, 2008

Under the Fair and Accurate Credit Transactions Act of 2003 (FACTA), every consumer is entitled to a free credit report every 12 months from each of the three credit bureaus. To get your free annual report, you can contact each of the three credit bureaus individually, or you can contact one … [Read more...]

Filed Under: Debt Management, Your Finances Tagged With: credit, debt management, free credit report

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Keener Financial Planning
3 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
1 month 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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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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