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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Insurance When a Child Goes to College

August 1, 2011 By Jean Keener, CFP, CRPC

As you send your child off to college, you probably have a lot of things on your mind, such as whether your child will eat right and get enough sleep, how to pay tuition, and what to do with that empty bedroom. And although insurance may seem like a low priority, there are some important issues you … [Read more...]

Filed Under: College Funding, Insurance, News, Your Finances Tagged With: college, insurance

November Personal Finance Newsletter

November 10, 2010 By Jean Keener, CFP, CRPC

The November personal finance newsletter is now available.  It includes information 2011 retirement plan contribution limits -- most are unchanged, but if you're right on the edge of having too much income to make Roth IRA contributions, you should check out the slightly increased income phase-out … [Read more...]

Filed Under: College Funding, Estate Planning, Insurance, Investing, News, Newsletters, Your Finances Tagged With: 2010 inheritance, 2011 retirement plan contribution limits, college financial aid, college pricing trends, insurance, investment market update

Keller Free Financial Workshop

October 16, 2010 By Jean Keener, CFP, CRPC

How much insurance do you really need? It can often seem challenging to get an objective answer to this question. On Tuesday, October 19, at 6:30 pm, I will be presenting a free personal finance workshop at the Keller Public Library on life insurance, disability insurance, and long-term care … [Read more...]

Filed Under: Insurance, News, Seminars & Events, Your Finances Tagged With: disability insurance, free financial workshops, insurance, life insurance, long-term care insurance

When an Insurance Company Fails

May 10, 2010 By Jean Keener, CFP, CRPC

Last week I attended the Financial Planning Association annual symposium in Dallas, and one of the speakers was Bart Boles, executive director for Texas' insurance guaranty association.  He shared the association's processes when an insurance company fails, and how we as the consumer would likely be … [Read more...]

Filed Under: Insurance, Investing, News, Your Finances Tagged With: annuities, disability insurance, insurance, life insurance, state guarantee association

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Main Office:

1692 Keller Parkway
Keller, TX 76248

Ph: 817-993-0401
Fax: 817-993-0002

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2626 Cole Avenue, 3rd floor
Dallas, TX 75201

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