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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September Personal Finance Newsletter

September 19, 2011 By Jean Keener, CFP, CRPC

The September personal finance newsletter is now available.  It includes an update on market conditions and advice on the best response to the continued stock market volatility.  In addition, we have perspective on the European debt crisis and information on spousal IRAs and healthcare flexible … [Read more...]

Filed Under: Investing, Living Well, News, Newsletters, Your Finances Tagged With: European debt crisis, flexible spending accounts, FSA, market update, spousal IRA

February Personal Finance Newsletter

February 14, 2011 By Jean Keener, CFP, CRPC

The February personal finance newsletter is now available.  In addition to the investing market update, the topics are: Extension of tax-free charitable contribution option from IRAs for those over 70 1/2 New cost basis reporting rules (important for those with taxable investment … [Read more...]

Filed Under: Insurance, Investing, Legislative Changes, News, Newsletters, Retirement, Taxes, Your Finances Tagged With: cost basis, health care law, Investing, IRA, market update, retirement planning, RMDs, tax-free charitable contributions

January 2011 Personal Finance Newsletter

January 14, 2011 By Jean Keener, CFP, CRPC

The January newsletter is now available with a 2010 investment market recap, a humorous look at investing resolutions for the new year, and details on the estate tax changes enacted in December.  It also includes an announcement of topics for the Keller Public Library personal finance workshop … [Read more...]

Filed Under: College Funding, Estate Planning, Investing, Legislative Changes, News, Newsletters, Seminars & Events, Your Finances Tagged With: college planning, estate tax, Investing, market update

June 2009 Newsletter

June 2, 2009 By Jean Keener, CFP, CRPC

The June 2009 newsletter is now available.  It includes articles on the new credit card law provisions, energy-efficient tax credits, estate planning for second marriages, and social security planning.  Click here to read it. … [Read more...]

Filed Under: Estate Planning, Featured Posts, Investing, Legislative Changes, News, Newsletters, Retirement, Taxes, Your Finances Tagged With: credit card law provisions, energy tax credits, estate planning, market update, second marriage, social security, Taxes

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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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