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.

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I Bonds for Individuals

July 18, 2022 By Rachel Songer, CFP

I Bonds have been getting a lot of attention lately. They are currently paying 9.62% due to the inflation component of the interest calculation. The other part of the interest calculation is fixed. While these bonds cannot lose value, it is possible that the interest rate (due to negative inflation) … [Read more...]

Filed Under: Investing, News, Your Finances Tagged With: I bonds, personal finance

Emergency Fund Check-In

April 24, 2022 By Samuel Pond

Emergency Fund Check-in

In the last two years, we have seen wide ranges in our monthly spending. Two years ago, many people saw their savings increase as they stopped commuting and going out due to COVID-19. When interest rates dropped, individuals lowered their monthly housing costs by refinancing their mortgage.  A year … [Read more...]

Filed Under: Budgeting and Saving, Featured Posts, News, Your Finances Tagged With: budgeting, cash flow, emergency fund, personal finance

Home maintenance planning

April 8, 2022 By Rachel Songer, CFP

Budgeting for home improvement

Most of us spent more time at home during the pandemic. We saw an increase in home maintenance projects that had been deferred but suddenly were elevated on the priority list. Personally, 2021 gifted me the purchase of a pellet stove and a water softener, the repair of a broken sprinkler line, and … [Read more...]

Filed Under: Budgeting and Saving, Featured Posts, News, Your Finances Tagged With: budgeting, cash flow, personal finance

How to Become Financially Fit in 2021

January 1, 2021 By Keener Financial Planning

Financially Fit 2021

by Christina Slavonik, CFP(R) Oh, yes!  It’s that time of year again! It's time to list out resolutions or goals that we would like to accomplish this year.  There may be some “rollovers” from 2020!  One important resolution to add to your list is to be financially fit.  It’s not something … [Read more...]

Filed Under: Budgeting and Saving, Investing, News, Your Finances Tagged With: 401(k), budgeting, health insurance, Investing, personal finance, Retirement, retirement planning, 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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