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 | info@keenerfinancial.com

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August 2013 Personal Finance Newsletter

August 22, 2013

The August Personal Finance Newsletter is now available.  It includes information on how this summer's Supreme Court rulings on same-sex marriage affects financial planning for couples in Texas and other states.  It also covers an update on the bond market, how to fix an error on your credit report, … [Read more...]

Filed Under: Debt Management, Investing, News, Newsletters, Retirement, Seminars & Events, Taxes, Your Finances Tagged With: credit scores, Investing, Keller retirement workshop, retirement planning, same-sex couples financial planning, Taxes

Keller Retirement Planning Workshops 2013 Schedule

November 12, 2012

I'm pleased to announce the schedule for my first quarter 2013 Keller Personal Finance Workshops.    The series is entitled Countdown to Retirement and is designed for individuals and couples within 5 – 10 years of retirement.  January, Part I: Creating your Retirement Plan This session will … [Read more...]

Filed Under: Investing, News, Retirement, Seminars & Events, Your Finances Tagged With: Investing, Keller retirement workshop, Retirement, social security

Keller Public Library Free Retirement Workshop

March 29, 2010

Your Retirement Savings Game Plan Free Workshop at Keller Public Library on Tuesday, April 20 at 6:30 pm.  Designed for individuals and couples who are pre-retirement, we will cover how much you need to save for retirement and the best types of accounts to use for different situations for … [Read more...]

Filed Under: News, Retirement, Seminars & Events, Your Finances Tagged With: financial planning, Keller financial planning, Keller retirement planning, Keller retirement workshop, retirement planning

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Keener Financial Planning
2 weeks ago
Keener Financial Planning

Our Spring Financial Planning Newsletter with updated investment market perspective, advice on how to handle 401(k) rollovers during times of market volatility, estate planning for your pets, and more! ... See MoreSee Less

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Spring 2025 Financial Planning Newsletter - Keener Financial Planning

keenerfinancial.com

Our Spring 2025 financial planning newsletter is now available. And there’s a lot to cover! We share tips for how to handle 401(k) rollovers during volatile market conditions and a TurboTax double-c...
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Keener Financial Planning
3 weeks ago
Keener Financial Planning

Our office will close early at 3:00 PM today and remain closed through Friday in observance of Good Friday. We will reopen with regular hours on Monday.

Wishing you a safe and wonderful weekend!
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Our office will close early at 3:00 PM today and remain closed through Friday in observance of Good Friday.  We will reopen with regular hours on Monday.

Wishing you a safe and wonderful weekend!
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Keener Financial Planning
1 month ago
Keener Financial Planning

In the midst of a tumultuous period in the investment markets, Christine Benz with Morningstar, Inc. provides a great to-do list for investors. ... See MoreSee Less

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What Now? An Investor’s To-Do List for Chaotic Markets

www.morningstar.com

A down market offers opportunities to check progress toward your long-term investing goals—and even save on taxes.
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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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