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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October Personal Finance Newsletter

October 16, 2012 by Jean Keener, CFP®, CRPC™

The October personal finance newsletter is now available.  It includes the 2013 social security cost of living adjustment and maximum earnings level just announced this morning.  A detailed review of the 3rd quarter investment market performance, plus 2012 year-to-date information is also covered. … [Read more...]

Filed Under: Budgeting and Saving, Estate Planning, Investing, News, Newsletters, Taxes, Your Finances Tagged With: 2013 tax changes, estate planning, ethical will, FSA, Investing, social security

September Personal Finance Newsletter

September 19, 2011 by Jean Keener, CFP®, CRPC™

The September personal finance newsletter is now available.  It includes an update on market conditions and advice on the best response to the continued stock market volatility.  In addition, we have perspective on the European debt crisis and information on spousal IRAs and healthcare flexible … [Read more...]

Filed Under: Investing, Living Well, News, Newsletters, Your Finances Tagged With: European debt crisis, flexible spending accounts, FSA, market update, spousal IRA

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Perspective to consider as you plan your retirement contributions: ...

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Should I Make Roth or Regular 401k contributions? - Keener Financial Planning

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Specific factors to use in deciding whether you should make Roth or Regular 401k contributions from fee-only financial planner Jean Keener.
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Sterling Gray shares some recent changes on student loan repayment options: keenerfinancial.com/student-loan-repayment-2026/ ...

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Keener Financial Planning
3 weeks ago

Happy to help!For the SIXTH 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!"

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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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