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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Financial Planning 2023 Q1 Newsletter

January 18, 2023 By Jean Keener, CFP, CRPC

Financial Planners in DFW

The 2023 Q1 financial planning newsletter is now available. It includes highlights of the Secure Act 2.0 and how it will affect you, as well as student loan and investment market updates. In addition, we cover 2023 retirement plan contribution limits and tax season reminders. Please click here to … [Read more...]

Filed Under: Investing, Legislative Changes, News, Newsletters, Retirement, Taxes, Your Finances Tagged With: Investing, newsletter, Retirement, Secure 2.0, student loans, Taxes

Q3 Financial Planning Newsletter

July 14, 2021 By Jean Keener, CFP, CRPC

Financial Planner Open Position

Our third-quarter financial planning newsletter is now available.  It includes an update on the investment markets, along with our perspective on inflation.  We also cover how to decide if you should opt-out of the child tax credit payments.  In addition, we share that we've just completed our … [Read more...]

Filed Under: Budgeting and Saving, Investing, News, Newsletters, Your Finances Tagged With: inflation, invetsments, newsletter

April 2016 Personal Finance Newsletter

May 5, 2016 By Jean Keener, CFP, CRPC

Our April 2016 newsletter was sent to email subscribers on April 19 and is now available online.  For investing, the newsletter includes an investment market update and a review of the major factors affecting first quarter market performance. The newsletter also covers our perspective on the new … [Read more...]

Filed Under: Investing, News, Newsletters, Retirement, Taxes, Your Finances Tagged With: 401(k), Investing, IRA, newsletter, scams

January 2015 Personal Finance Newsletter

January 27, 2015 By Jean Keener, CFP, CRPC

Our personal finance newsletter for January is now available.  It includes a review of the 2014 investment markets, an article highlighting the relationship between net worth and financial habits, and more.  Please click here to read the newsletter. … [Read more...]

Filed Under: Budgeting and Saving, Investing, News, Newsletters, Retirement, Taxes, Your Finances Tagged With: Investing, newsletter

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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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