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 By Jean Keener, CFP, CRPC

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 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

New Texas Teacher Long-Term Care Insurance Option

September 4, 2009 By Jean Keener, CFP, CRPC

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 By Jean Keener, CFP, CRPC

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

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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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