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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Keener Financial Planning
2 days ago
Keener Financial Planning

Another helpful reminder that we don't have to predict the timing of recessions to be successful long-term investors! ... See MoreSee Less

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Long-Term Investors, Don’t Let a Recession Faze You | Dimensional

www.dimensional.com

In the past century, there have been 15 recessions in the US. In 11 of them, stock returns were positive two years after the recession began.
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Keener Financial Planning
5 days ago
Keener Financial Planning

Our quick reference for 2024 financial planning figures is now available -- it includes the 401k, IRA, and HSA contribution maximums and more! ... See MoreSee Less

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2024 Key Financial Planning Numbers - Keener Financial Planning

keenerfinancial.com

Here’s a quick-reference sheet for some of the 2024 key financial planning numbers. It includes tax brackets, retirement plan contribution maximums, education credits, estate tax exemptions, HSA and...
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Keener Financial Planning
1 week ago
Keener Financial Planning

We're so honored to be included in the D Magazine Best Financial Planners and Top Wealth Managers list again!

keenerfinancial.com/keener-financial-in-d-magazine-2023-best-financial-planners-and-top-wealth-ma...
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Were so honored to be included in the D Magazine Best Financial Planners and Top Wealth Managers list again!

https://keenerfinancial.com/keener-financial-in-d-magazine-2023-best-financial-planners-and-top-wealth-managers/
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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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