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]

  • About Us
    • Our Company
    • Our Services
    • Our Process
    • Meet our Team
    • Affiliations
    • Fee Schedule
    • Disclosure
  • Financial Planning
    • Planner Interview Questions
    • How Planners Are Paid
  • Resources
    • Client Log-In
    • Forms
  • Blog
  • Contact Us

Accessing Cash in Retirement

July 18, 2022 By Samuel Pond

inflation and your financial plan

There is a lot of information available on how to save and invest for retirement. Investors select an asset allocation and learn what accounts to contribute to. But what about in retirement? We are still invested, but instead of saving, we need to spend some of our savings. How much should we have … [Read more...]

Filed Under: Investing, Retirement, Taxes, Your Finances Tagged With: Retirement, retirement income, retirement planning, tax planning

Planning with Medicare Premiums in Mind

January 3, 2020 By Keener Financial Planning

Medicare IRMAA planning

Depending on your income, premiums for Medicare Part B could cost more than the standard rate ($144.60 per month in 2020). This is referred to as IRMAA – the income related monthly adjustment amount. In 2020, Part B premiums will cost more if your modified adjusted gross income (MAGI) is higher than … [Read more...]

Filed Under: Insurance, Legislative Changes, News, Retirement, Taxes, Your Finances Tagged With: IRMAA, medicare, retirement income

Keller Social Security Workshop

September 26, 2011 By Jean Keener, CFP, CRPC

My free workshop on social security planning at the Keller Public Library is scheduled for Tuesday, October 18 at 6:30 pm. It's designed for baby boomers to help you maximize your retirement income. If you are 55 or older, have not yet filed for social security, and live in or around Keller, you … [Read more...]

Filed Under: News, Retirement, Seminars & Events, Your Finances Tagged With: retirement income, social security

How to Structure Retirement Income

March 12, 2011 By Jean Keener, CFP, CRPC

I'm providing a free personal finance workshop at the Keller Public Library on Tuesday, March 15 at 6:30 pm on Structuring Your Retirement Income.  This retirement income workshop is designed for residents of Keller and surrounding areas who are in or near retirement.  Investing for retirement … [Read more...]

Filed Under: Investing, News, Retirement, Your Finances Tagged With: portfolio drawdown, Retirement, retirement income

  • 1
  • 2
  • 3
  • Next Page »

Free E-Newsletter

Sign up to receive free financial planning email updates. We'll never sell your address or spam you.

Latest from Twitter

Tweets by @keenerfinancial

Discuss if we’re a good fit for you

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

  • Email
  • Facebook
  • LinkedIn
  • Twitter

FORM CRS RELATIONSHIP SUMMARY (ADV Part 3) · Copyright © 2023 Keener Financial · All Rights Reserved