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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Four Rules for Asset Allocation

May 25, 2010 By Jean Keener, CFP, CRPC

As a special guest blog post, the Motley Fool staff has provided the following article on asset allocation.  It's an excellent summary of some of the most important concepts of investing and asset allocation, and is definitely worth the read.  Enjoy! By The Motley Fool  When it comes to asset … [Read more...]

Filed Under: Investing, News, Your Finances Tagged With: asset allocation, bonds, Investing, risk tolerance, stocks

Couples, Investing, and Risk

July 21, 2009 By Jean Keener, CFP, CRPC

It's pretty common for spouses to be at different points on the risk tolerance spectrum.  If you're one of these couples, you know that these differences can have varying effects on the relationship and your investing behavior. Sometimes, the more conservative spouse just completely delegates … [Read more...]

Filed Under: Featured Posts, Investing, Living Well, News, Your Finances Tagged With: couples and money, Investing, investing for couples, money in relationships, risk tolerance

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Keener Financial Planning
2 days ago
Keener Financial Planning

Another helpful reminder that we don't have to predict the timing of recessions to be successful long-term investors! ... See MoreSee Less

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Long-Term Investors, Don’t Let a Recession Faze You | Dimensional

www.dimensional.com

In the past century, there have been 15 recessions in the US. In 11 of them, stock returns were positive two years after the recession began.
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Keener Financial Planning
5 days ago
Keener Financial Planning

Our quick reference for 2024 financial planning figures is now available -- it includes the 401k, IRA, and HSA contribution maximums and more! ... See MoreSee Less

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2024 Key Financial Planning Numbers - Keener Financial Planning

keenerfinancial.com

Here’s a quick-reference sheet for some of the 2024 key financial planning numbers. It includes tax brackets, retirement plan contribution maximums, education credits, estate tax exemptions, HSA and...
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Keener Financial Planning
1 week ago
Keener Financial Planning

We're so honored to be included in the D Magazine Best Financial Planners and Top Wealth Managers list again!

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Were so honored to be included in the D Magazine Best Financial Planners and Top Wealth Managers list again!

https://keenerfinancial.com/keener-financial-in-d-magazine-2023-best-financial-planners-and-top-wealth-managers/
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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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