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

July 2010 Personal Finance Newsletter

July 15, 2010

The July 2010 financial planning newsletter is now available.  Topics include today's investment market conditions, low mortgage interest rates, college scholarship strategies, required minimum distributions for 2010, and a reminder on staying vigilent against identity theft.  An invitation to … [Read more...]

Filed Under: College Funding, News, Newsletters, Retirement, Seminars & Events, Your Finances Tagged With: college savings, college scholarship strategies, financial planning newsletter, identity theft, investment market conditions, mortgage interest rates, required minimum distributions

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Keener Financial Planning
4 hours ago
Keener Financial Planning

We had such a great day on Friday with our entire team together including four of our remote teammates who flew in for the week! ✈️

The morning was all about collaboration and growth as we worked together, set goals, and prepared for the year ahead. In the afternoon, things got competitive with two escape rooms, and we’re proud to say every team beat the clock! 🕐🔑

We wrapped up the day at Board & Brush in Colleyville, letting our creative sides shine as we relaxed and made something special to take home. 🎨✨

We’re always so grateful for our annual Team Building Day! It’s a wonderful reminder of the power of teamwork, laughter, and shared goals. Coming together like this helps us grow stronger as a team so we can continue serving our clients with excellence, care, and collaboration. 💙
... See MoreSee Less

We had such a great day on Friday with our entire team together including four of our remote teammates who flew in for the week! ✈️

The morning was all about collaboration and growth as we worked together, set goals, and prepared for the year ahead.  In the afternoon, things got competitive with two escape rooms, and we’re proud to say every team beat the clock! 🕐🔑

We wrapped up the day at Board & Brush in Colleyville, letting our creative sides shine as we relaxed and made something special to take home. 🎨✨

We’re always so grateful for our annual Team Building Day!  It’s a wonderful reminder of the power of teamwork, laughter, and shared goals.  Coming together like this helps us grow stronger as a team so we can continue serving our clients with excellence, care, and collaboration. 💙
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Keener Financial Planning
4 days ago
Keener Financial Planning

If ads marketing title lock insurance have given you pause, we recommend taking the steps recommended in this article from the FTC. (Hint: they don't recommend the "insurance.") ... See MoreSee Less

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Home title lock insurance? Not a lock at all

consumer.ftc.gov

If you’ve seen ads for home title lock insurance, they might have you worried. After all, the ads say thieves can steal the title to your home. But then the ads tell you to buy title lock insurance ...
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Keener Financial Planning
6 days ago
Keener Financial Planning

The books for our next book club in November have arrived! Clients, you can drop by our Keller office to pick one up or order it on Amazon. Get the book club details and link to the RSVP at keenerfinancial.com/your-money-fall-2025-book-club/ ... See MoreSee Less

The books for our next book club in November have arrived! Clients, you can drop by our Keller office to pick one up or order it on Amazon. Get the book club details and link to the RSVP at https://keenerfinancial.com/your-money-fall-2025-book-club/
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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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