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

December 2020 Financial Planning Newsletter

December 7, 2020 By Jean Keener, CFP, CRPC

financial planning newsletter

Our December 2020 financial planning newsletter is now available. It includes year-end financial planning tips from Lead Planner Patty Priddy. What a year 2020 has been! For most people, it is one for the books, or in the infamous words of Mr. Miyagi in Karate Kid, it is a year we want to “Wax … [Read more...]

Filed Under: Investing, News, Newsletters, Retirement, Taxes, Your Finances Tagged With: Investing, Retirement, Taxes

April 2017 Financial Planning Newsletter

April 24, 2017 By Jean Keener, CFP, CRPC

Our April financial planning newsletter is now available.  It covers an update on the investment markets for first quarter, along with our perspective on current market valuations.  In addition, we give you the most important retirement plan and tax limits for 2017 -- if you haven't already reviewed … [Read more...]

Filed Under: Investing, News, Newsletters, Retirement, Taxes, Your Finances Tagged With: Investing, Retirement, Taxes

January 2016 Financial Planning Newsletter

January 19, 2016 By Jean Keener, CFP, CRPC

The January 2016 financial planning newsletter is now available.  It includes an update on the investment markets with perspective on the volatility of the last two weeks, plus an overview of 2015 market returns.  In addition, we cover what you need to know when filling out the FAFSA and the tax … [Read more...]

Filed Under: College Funding, Investing, Legislative Changes, News, Newsletters, Taxes, Your Finances Tagged With: college financial planning, FAFSA, Investing, 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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