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

July 2010 Personal Finance Newsletter

July 15, 2010 By Jean Keener, CFP, CRPC

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
3 days ago
Keener Financial Planning

We are hiring for a Financial Planning Intern for the summer of 2024!

For information about the intern position, please visit our website: keenerfinancial.com/join-our-team/financial-planning-intern/

We invite you to check out this video of Jean Keener talking with our 2023 Intern, Morgan Green, about her experience at Keener Financial Planning.
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Keener Financial Planning
2 weeks ago
Keener Financial Planning

If you want to leave part of your estate to charity, we have suggestions for how to do so most tax-efficiently. Let us know what questions you have on this. ... See MoreSee Less

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Tax-Efficient Beneficiary Designations - Keener Financial Planning

keenerfinancial.com

If you plan to leave part of your estate to charity, tax-efficient beneficiary designations can help your assets go the farthest.
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Keener Financial Planning
2 weeks ago
Keener Financial Planning

We're looking forward to North Texas Giving Day this week. Happy to be a part of it with Friends of Dallas Animal Services!For the fourth year in a row, our incredible friends at Keener Financial Planning will help double your #NTXGivingDay dollars!

This local small business helps clients meet their goals by providing as-needed, fee-only financial planning and investment advice.

Many Keener Financial Planning employees have adopted shelter pets! In their words, "They are part of our families, and we want to help as many furry companions find their forever homes as possible!"

Thank you for your generous support, Keener Financial Planning. 👏🧡

@jean.keener
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Were looking forward to North Texas Giving Day this week. Happy to be a part of it with Friends of Dallas Animal Services!
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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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