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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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

June Monthly Newsletter

June 11, 2010 By Jean Keener, CFP, CRPC

The June newsletter is now available with an investment market update and some historical perspective on stock market returns over time to put recent volatility into perspective.  It also include a how-to on deciding if you should pay off your mortgage and an invitation to the upcoming budgeting … [Read more...]

Filed Under: Budgeting and Saving, Investing, News, Newsletters, Your Finances Tagged With: budgeting, DFA, Dimensional Funds, historical stock market performance, investment market update, paying off the mortgage, stock market performance

April 2010 Monthly Newsletter

April 15, 2010 By Jean Keener, CFP, CRPC

The April 2010 monthly newsletter is now available.  It includes information on how the new healthcare law may affect you as an individual and new student loan and financial aid provisions.  Also covered are an investment market update and a discussion on the merits of dollar cost averaging to make … [Read more...]

Filed Under: College Funding, Investing, Legislative Changes, News, Newsletters, Retirement Tagged With: dollar cost averaging investing, financial aid, healthcare law, Investing, investment market update, lump sum investing, student loan

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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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