The SECURE Act stands for Setting Every Community Up for Retirement Enhancement. It was signed into law on December 20, 2019 and most provisions went into effect on January 1, 2020. Lawmakers mostly focused on enhancing options and eligibility for retirement plans. However, one significant change … [Read more...]
Planning with Medicare Premiums in Mind
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...]
D Magazine Best Financial Planners in Dallas 2013
We are honored to announce that Jean Keener, CFP®, has been selected for the 2013 D Magazine Best Financial Planners in Dallas list. She was one of many selected for this recognition. D Magazine says: "How we did it: We ask every Certified Financial Planner in the Dallas-Fort Worth Chapter of … [Read more...]