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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Tax-Efficient Beneficiary Designations

September 19, 2023 By Jean Keener, CFP, CRPC

Many of our clients plan to leave part of their estate to charity and part of it to individual people. If this is one of your goals, you can maximize the value of your gift by thinking about income taxes. Tax-efficient beneficiary designations allow your gifts to go the farthest. Designating all … [Read more...]

Filed Under: Estate Planning, Featured Posts, News, Your Finances Tagged With: estate planning

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

November Personal Finance Newsletter

November 3, 2014 By Jean Keener, CFP, CRPC

Our November personal finance newsletter is now available.  In addition to the investment market update, it includes several articles on personal financial planning. We have updates released by the IRS and social security administration for 2015: Retirement plan contribution limits for … [Read more...]

Filed Under: Estate Planning, Investing, News, Newsletters, Retirement, Taxes Tagged With: estate planning, Investing, retirement plan contribution limits, social security, Taxes

May 2013 Personal Finance Newsletter

May 22, 2013 By Jean Keener, CFP, CRPC

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

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Keener Financial Planning
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Keener Financial Planning

We are hiring for a Financial Planning Intern for the summer of 2024!

For information about the intern position, please visit our website: keenerfinancial.com/join-our-team/financial-planning-intern/

We invite you to check out this video of Jean Keener talking with our 2023 Intern, Morgan Green, about her experience at Keener Financial Planning.
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Keener Financial Planning
2 weeks ago
Keener Financial Planning

If you want to leave part of your estate to charity, we have suggestions for how to do so most tax-efficiently. Let us know what questions you have on this. ... See MoreSee Less

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Tax-Efficient Beneficiary Designations - Keener Financial Planning

keenerfinancial.com

If you plan to leave part of your estate to charity, tax-efficient beneficiary designations can help your assets go the farthest.
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Keener Financial Planning
2 weeks ago
Keener Financial Planning

We're looking forward to North Texas Giving Day this week. Happy to be a part of it with Friends of Dallas Animal Services!For the fourth year in a row, our incredible friends at Keener Financial Planning will help double your #NTXGivingDay dollars!

This local small business helps clients meet their goals by providing as-needed, fee-only financial planning and investment advice.

Many Keener Financial Planning employees have adopted shelter pets! In their words, "They are part of our families, and we want to help as many furry companions find their forever homes as possible!"

Thank you for your generous support, Keener Financial Planning. 👏🧡

@jean.keener
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Were looking forward to North Texas Giving Day this week. Happy to be a part of it with Friends of Dallas Animal Services!
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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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