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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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, Featured Posts, Investing, News, Your Finances Tagged With: 401(k), budgeting, health insurance, Investing, personal finance, Retirement, retirement planning, Taxes

Converting After-Tax 401k contributions to Roth

January 27, 2015 By Jean Keener, CFP, CRPC

It's time to reconsider whether making after-tax contributions to a 401k is a good financial planning strategy. Prior to the IRS' ruling last fall, it was unclear whether you could convert after-tax 401k  contributions to Roth.  And if you did convert them, there was disagreement in the financial … [Read more...]

Filed Under: Legislative Changes, News, Retirement, Taxes, Your Finances Tagged With: retirement planning, Roth conversion, tax planning

August 2013 Personal Finance Newsletter

August 22, 2013 By Jean Keener, CFP, CRPC

The August Personal Finance Newsletter is now available.  It includes information on how this summer's Supreme Court rulings on same-sex marriage affects financial planning for couples in Texas and other states.  It also covers an update on the bond market, how to fix an error on your credit report, … [Read more...]

Filed Under: Debt Management, Investing, News, Newsletters, Retirement, Seminars & Events, Taxes, Your Finances Tagged With: credit scores, Investing, Keller retirement workshop, retirement planning, same-sex couples financial planning, Taxes

January Personal Finance Newsletter

January 9, 2013 By Jean Keener, CFP, CRPC

The January 2013 personal finance newsletter is now available.  It includes lots of financial planning news and updates.  Starting with a review of the 2012 investment year, we also review the details of the fiscal cliff compromise and how it may affect you.  In addition, there are articles on … [Read more...]

Filed Under: Investing, Legislative Changes, News, Newsletters, Retirement, Seminars & Events, Taxes, Your Finances Tagged With: 401(k), Investing, 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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