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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How much can market timing cost?

August 1, 2023 By Jean Keener, CFP, CRPC

Market timing can cost you

We recommend that you not attempt market timing. Mutual fund company Dimensional Fund Advisors recently crunched the numbers on how much it can cost. It's not pretty. Market timing can cost more than a third of your investment assets if you miss out on just 6 months. For details, including the … [Read more...]

Filed Under: Investing, News, Your Finances Tagged With: Investing, market timing

Cash vs. Bonds in 2023

July 21, 2023 By Jean Keener, CFP, CRPC

Now that interest rates are higher, you may be wondering whether it makes sense to invest in a bond fund when you can earn a relatively high rate of return on cash through money market, CDs, treasuries, or a savings account. These feelings are especially understandable after 2022, a rare year in … [Read more...]

Filed Under: Featured Posts, Investing, News, Your Finances Tagged With: Investing

Spring 2023 Financial Planning Newsletter

April 19, 2023 By Jean Keener, CFP, CRPC

Spring 2023 Financial Planning Newsletter

The spring financial planning newsletter is now available. It includes an investment market update, as well as insight on FDIC and SIPC coverage. We also provide links to adjust your tax withholding if needed now that the 2022 tax filing deadline has passed. In addition, we highlight Rachel Songer's … [Read more...]

Filed Under: Budgeting and Saving, Investing, News, Newsletters, Your Finances Tagged With: budgeting, FDIC, Investing, newsletter, SIPC

Financial Planning 2023 Q1 Newsletter

January 18, 2023 By Jean Keener, CFP, CRPC

Financial Planners in DFW

The 2023 Q1 financial planning newsletter is now available. It includes highlights of the Secure Act 2.0 and how it will affect you, as well as student loan and investment market updates. In addition, we cover 2023 retirement plan contribution limits and tax season reminders. Please click here to … [Read more...]

Filed Under: Investing, Legislative Changes, News, Newsletters, Retirement, Taxes, Your Finances Tagged With: Investing, newsletter, Retirement, Secure 2.0, student loans, Taxes

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Keener Financial Planning
3 days ago
Keener Financial Planning

We are hiring for a Financial Planning Intern for the summer of 2024!

For information about the intern position, please visit our website: keenerfinancial.com/join-our-team/financial-planning-intern/

We invite you to check out this video of Jean Keener talking with our 2023 Intern, Morgan Green, about her experience at Keener Financial Planning.
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Keener Financial Planning
2 weeks ago
Keener Financial Planning

If you want to leave part of your estate to charity, we have suggestions for how to do so most tax-efficiently. Let us know what questions you have on this. ... See MoreSee Less

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Tax-Efficient Beneficiary Designations - Keener Financial Planning

keenerfinancial.com

If you plan to leave part of your estate to charity, tax-efficient beneficiary designations can help your assets go the farthest.
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Keener Financial Planning
2 weeks ago
Keener Financial Planning

We're looking forward to North Texas Giving Day this week. Happy to be a part of it with Friends of Dallas Animal Services!For the fourth 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!"

Thank you for your generous support, Keener Financial Planning. 👏🧡

@jean.keener
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Were looking forward to North Texas Giving Day this week. Happy to be a part of it with Friends of Dallas Animal Services!
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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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