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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Perspective to consider as you plan your retirement contributions: ...

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Should I Make Roth or Regular 401k contributions? - Keener Financial Planning

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Specific factors to use in deciding whether you should make Roth or Regular 401k contributions from fee-only financial planner Jean Keener.
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Sterling Gray shares some recent changes on student loan repayment options: keenerfinancial.com/student-loan-repayment-2026/ ...

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Happy to help!For the SIXTH 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!"

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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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