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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Family Glitch 2023 Fix

November 21, 2022 by Jean Keener, CFP®, CRPC™

Family Glitch 2023 fix

There's a 2023 fix for the ACA "Family Glitch." Since the inception of the affordable care act (ACA), if your employer offered affordable health insurance coverage for you as an employee, you were ineligible for ACA subsidies for your family members even if adding them to your employer plan was not … [Read more...]

Filed Under: Insurance, News, Your Finances Tagged With: health insurance

How to Become Financially Fit in 2021

January 1, 2021 by Keener Financial Planning

Financially Fit 2021

by Christina Slavonik, CFP(R) Oh, yes!  It’s that time of year again! It's time to list out resolutions or goals that we would like to accomplish this year.  There may be some “rollovers” from 2020!  One important resolution to add to your list is to be financially fit.  It’s not something … [Read more...]

Filed Under: Budgeting and Saving, Investing, News, Your Finances Tagged With: 401(k), budgeting, health insurance, Investing, personal finance, Retirement, retirement planning, Taxes

October 2017 Newsletter

October 18, 2017 by Jean Keener, CFP®, CRPC™

inflation and your financial plan

Our October newsletter is now available to help with your personal financial planning.  It includes an overview of the third quarter investment market performance, along with a review of Nobel Prize winning economist Richard Thaler's work.  In addition, we have suggestions on how to respond to the … [Read more...]

Filed Under: Budgeting and Saving, Investing, News, Newsletters, Your Finances Tagged With: credit, health insurance, Investing, medicare, personal finance

Health Insurance for College Students

July 24, 2013 by Jean Keener, CFP®, CRPC™

As your child prepares to head off to college, probably the last thing on his or her mind is health insurance. But getting sick or injured away from home can be an unpleasant (and expensive) experience--more so if your child doesn't know his or her health-care options. You'll want to make sure that … [Read more...]

Filed Under: Insurance, Your Finances Tagged With: college student health insurance, health insurance

New Health Care Law Highlights

April 2, 2010 by Jean Keener, CFP®, CRPC™

If you're like me, you found it challenging to keep up with the provisions of the health care bills as they worked through the legislative process.  But now that the bill is law, it's helpful to understand how it may affect your individual situation and any changes that need to be made to your … [Read more...]

Filed Under: Insurance, Investing, Legislative Changes, News, Taxes, Your Finances Tagged With: health care law, health insurance, insurance, Taxes

Early Retirees & Health Insurance

July 17, 2009 by Jean Keener, CFP®, CRPC™

Thinking about retiring early? As part of the decision, you've got to calculate whether you'll have enough retirement income to meet your needs. While adding up the costs of customary living expenses, utilities, and an occasional vacation, don't forget to include another important retirement … [Read more...]

Filed Under: Featured Posts, Insurance, News Tagged With: COBRA, early retirement, health insurance, NE Tarrant County insurance rates, retirement planning, Texas high risk insurance pool, Texas retirement planning

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Keener Financial Planning
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The fall 2026 financial planning newsletter includes investment market perspective, the social security 2027 COLA, year-end planning deadlines, and more! ...

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Fall 2026 Financial Planning Newsletter - Keener Financial Planning

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The fall 2026 financial planning newsletter from the Keener team includes investment perspective, annual inflation updates, and more.
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Megan Coyne, CFP® provides a 2026 year-end financial planning checklist - including considerations for those in savings mode or retirement distributions! ...

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Year-End Financial Planning Checklist - Keener Financial Planning

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This year-end financial planning checklist can help identify opportunities to avoid missed deadlines and stay on track with your finances.
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We're so grateful to be included in these lists again this year! ...

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D Magazine Best Financial Planners and Top Wealth Managers - Keener Financial Planning

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Keener Financial Planning celebrates 2026 inclusion in D Magazine's lists for Dallas-Ft.Worth Best Financial Planners & Top Wealth Managers.
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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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