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 14, 2011

The November personal finance newsletter is now available.  It includes all the updates on 2012 IRA and retirement plan contribution limits, plus the 2012 social security and medicare figures.  In addition, we cover the importance of long term care planning for women and information on a free … [Read more...]

Filed Under: College Funding, Insurance, News, Newsletters, Retirement, Seminars & Events, Women's Issues, Your Finances Tagged With: 2011 college cost report, 2012 IRA contribution limits, 2012 medicare figures, 2012 social security figures, long-term care insurance, required minimum distributions

Keller Free Financial Workshop

October 16, 2010

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

New Texas Teacher Long-Term Care Insurance Option

September 4, 2009

Beginning on September 1 this year, the new long-term care insurance provider for the Texas Teacher Retirement System (TRS) switched from Aetna to Genworth.  During open enrollment from September 15 - November 15 this year, teachers will have the option to sign up for this insurance.  If you're … [Read more...]

Filed Under: Featured Posts, Insurance, News, Your Finances Tagged With: Genworth long-term care, long-term care, long-term care insurance, teacher long-term care insurance, Texas teachers benefits, TRS benefits, TRS long-term care insurance, TX teachers benefits

Be skeptical: 5 claims to watch out for in long-term care insurance

August 24, 2009

Long-term care planning is an important aspect of a financial plan, especially for those 50+.  And insurance is often a component of that plan.   But it's important to know exactly what you're buying, to compare pricing and features with comparable companies, and to buy the insurance for the right … [Read more...]

Filed Under: Featured Posts, Insurance, News, Your Finances Tagged With: long-term care insurance

Long Term Care is a Woman’s Issue

August 20, 2009

  I just read a great article in the Journal of Financial Planning about the "Double Jeopardy" women face with long-term care.  Written by Mary Quist-Newins with American College, she succinctly describes the increased risks women face as both caregivers and receivers in planning for … [Read more...]

Filed Under: Featured Posts, Insurance, News, Women's Issues, Your Finances Tagged With: long-term care, long-term care insurance, women's financial issues

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Keener Financial Planning
2 weeks ago
Keener Financial Planning

The newsletter includes an invitation to our upcoming book club, as well as our quarterly update on the investment markets. In addition, we share planning ideas around open enrollment and 2026 catch-up contributions for high earners. We also have shutdown financial planning guidance for federal employees. And we share our latest team update. ... See MoreSee Less

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Fall 2025 Financial Planning Newsletter - Keener Financial Planning

keenerfinancial.com

Our fall 2025 financial planning newsletter is now available. It includes an invitation to our upcoming book club, as well as our quarterly update on the investment markets. In addition, we share plan...
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Keener Financial Planning
2 weeks ago
Keener Financial Planning

Financial Planning Tips for federal employees during the shutdown: ... See MoreSee Less

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Financial Planning Tips during the Shutdown - Keener Financial Planning

keenerfinancial.com

Financial planning tips for federal employees on how to manage the shutdown for those with an emergency fund and without one.
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Keener Financial Planning
2 weeks ago
Keener Financial Planning

If your W2 income is over $145,000 in 2025 and you're making pre-tax catch-up contributions in your 401k, your savings for next year will need to change. We've got the details plus potential strategies! ... See MoreSee Less

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Catch-Up Contributions in 2026 - Keener Financial Planning

keenerfinancial.com

Catch-up contribution rules for high earners in 2026 require a little navigating. Learn the options available to you here.
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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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