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.

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Emergency Fund Check-In

April 24, 2022 By Samuel Pond

Emergency Fund Check-in

In the last two years, we have seen wide ranges in our monthly spending. Two years ago, many people saw their savings increase as they stopped commuting and going out due to COVID-19. When interest rates dropped, individuals lowered their monthly housing costs by refinancing their mortgage.  A year … [Read more...]

Filed Under: Budgeting and Saving, Featured Posts, News, Your Finances Tagged With: budgeting, cash flow, emergency fund, personal finance

Quoted on BankRate about Roth IRAs and emergency funds

April 30, 2010 By Jean Keener, CFP, CRPC

When you're juggling creating an emergency fund and saving for retirement, it's important to be aware of your options.   BankRate.com reporter Teri Cettina recently interviewed me about using a Roth IRA as a back-up to your primary emergency fund.  A Roth IRA should not be your primary emergency … [Read more...]

Filed Under: Budgeting and Saving, News, Our Advice in the News, Retirement, Your Finances Tagged With: emergency fund, Roth IRA, saving for retirement

July 2009 Newsletter

July 1, 2009 By Jean Keener, CFP, CRPC

The July 2009 newsletter is now available online.  It reviews some blog information on FDIC insurance limits, establishing an emergency fund, and down market estate planning opportunities.  It also covers new information on whether or not you should refinance your mortgage and considerations in … [Read more...]

Filed Under: Budgeting and Saving, Estate Planning, Featured Posts, Investing, Legislative Changes, News, Newsletters, Taxes, Your Finances Tagged With: diversifying your investments, emergency fund, estate planning, FDIC insurance, Investing, mortgage refinance, should I refinance?

10 Tools to Build an Emergency Fund

June 22, 2009 By Jean Keener, CFP, CRPC

So, you know you need an emergency fund.  You've been trying to build one, but just can't seem to get there. The percentage of people living paycheck to paycheck ranges depending on who’s surveying from 47% (Careerbuilder 2008 survey) to 71% (American Payroll Association 2008 survey).  This issue … [Read more...]

Filed Under: Budgeting and Saving, Featured Posts, News, Your Finances Tagged With: budgeting, budgeting and saving, cash flow, emergency fund, paycheck

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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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