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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Q1 2022 Financial Planning Newsletter

January 24, 2022 By Jean Keener, CFP, CRPC

Our Q1 2022 financial planning newsletter is now available.  In addition to an investment market update, we discuss the potential for a bear market and how that affects your actions now.  We also dig into how inflation affects your financial plan and cover the upcoming student loan interest and … [Read more...]

Filed Under: Debt Management, Investing, Legislative Changes, News, Newsletters, Retirement, Taxes, Your Finances Tagged With: inflation, Investing, Roth conversion

How Inflation Affects Your Financial Plan

January 23, 2022 By Jean Keener, CFP, CRPC

inflation and your financial plan

We've all seen the headline number for 2021: a 7% increase in the consumer price index.  You may be wondering: how does this affect my financial plan?  Whether you have firsthand experience from the 1970s and early 1980s or have read about it in history books, the potential of sustained high … [Read more...]

Filed Under: Investing, News, Retirement, Your Finances Tagged With: inflation, Investing

Q3 Financial Planning Newsletter

July 14, 2021 By Jean Keener, CFP, CRPC

Financial Planner Open Position

Our third-quarter financial planning newsletter is now available.  It includes an update on the investment markets, along with our perspective on inflation.  We also cover how to decide if you should opt-out of the child tax credit payments.  In addition, we share that we've just completed our … [Read more...]

Filed Under: Budgeting and Saving, Investing, News, Newsletters, Your Finances Tagged With: inflation, invetsments, newsletter

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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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