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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Free Seminar, Jan. 5: Retirement Savings

December 2, 2008 By Jean Keener, CFP, CRPC

Where: Keller Public Library (640 Johnson Rd., Keller, TX) When: Monday, January 5, 2009, 6:30 to 8:00 p.m. Limited Space.  Reservations Recommended.   Call (817) 743-4840 to reserve your seat. Figure out how much you need to save for retirement.  Take a realistic look at your progress, and … [Read more...]

Filed Under: Retirement, Seminars & Events Tagged With: Retirement, savings, seminars

Dummies Excerpt Now Available

November 18, 2008 By Jean Keener, CFP, CRPC

Investing in an Uncertain Economy for Dummies came out in October this year.  The book is by Sheryl Garrett and the Garrett Planning Network, and I am proud to be a contributor.  I wrote Chapter 37, Sort Through an Investment's Return.  Wiley (the publisher) has now provided the electronic version … [Read more...]

Filed Under: Featured Posts, Investing, News, Retirement Tagged With: Dummies, Garrett, Investing, Investing in an Uncertain Economy for Dummies, Retirement

2009 contribution limits announced

November 2, 2008 By Jean Keener, CFP, CRPC

On October 16, 2008, the IRS issued news release IR-2008-118 announcing cost-of-living adjustments to dollar limitations for pension plans. Items addressed for 2009 include: Elective deferrals * The annual elective deferral limit for 401(k) plans, 403(b) plans, 457(b) plans, SAR-SEPs, and the … [Read more...]

Filed Under: Featured Posts, Investing, Legislative Changes, News, Retirement, Taxes, Your Finances Tagged With: 401(k), 403(b), catch-up, Retirement, Section 457(b), SEP, SIMPLE, TSP

Free Seminar — Are You Saving Enough for Retirement?

November 2, 2008 By Jean Keener, CFP, CRPC

Where: Keller Public Library (640 Johnson Rd., Keller, TX) When: Monday, December 1, 2008, 6:30 to 8:00 p.m. Limited Space.  Reservations Recommended.   Call (817) 743-4840 to reserve your seat. Take a realistic look at your progress toward a secure retirement.  Get the tools to build a solid … [Read more...]

Filed Under: Featured Posts, Retirement, Seminars & Events Tagged With: Retirement, seminars

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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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