Our Winter 2026 financial planning newsletter is now available. In it, we share key financial numbers for 2026 and review what's going on in the investment markets right now. We also cover reminders and updates about retirement plan catch-up contribution changes, tax changes, and mortgage … [Read more...]
Are Bond Funds as Bad as They Look?
When you see the bright red negative percentage next to your bond fund, you might reasonably question how much it's contributing to your portfolio. Reviewing bond fund gain/loss percentages causes some of the most common client questions. To address this, we'd like to share what really goes in to a … [Read more...]
Non-deductible IRA Contributions: Good or Bad?
As we approach tax time, you will likely be prompted by your tax software or preparer to consider an IRA contribution. If you're ineligible to deduct your IRA contribution or you're over the income limit for Roth IRA contributions, you might see a non-deductible IRA contribution suggested. That … [Read more...]
Backdoor Roth Strategy
If you don't have any existing IRA balances or very small ones, the backdoor Roth strategy can be a highly impactful use of the non-deductible IRA contribution. Individuals should consider this if they exceed the income limit for a direct Roth contribution. For 2026, the single phase-out is $153,000 … [Read more...]
AA Pilots: Market Based Cash Balance Plan (MBCBP)
With the election window now open, the time is here to make a decision to sign up for (Tier 1) or to decline (Tier 2) use of the new Market Based Cash Balance Plan (MBCBP). While we like to give advice tailored to your specific situation, with the December 15th deadline looming, we wanted to … [Read more...]
How to talk about money
Last week, we wrapped up three wonderful book club sessions with clients discussing Your Money by Carl Richards. A key takeaway many participants expressed was a plan to use the book to talk about money with friends and family. Because talking about money can be hard, we wanted to share some of the … [Read more...]
Fall 2025 Financial Planning Newsletter
Our fall 2025 financial planning newsletter is now available. It includes an invitation to our upcoming book club, as well as our quarterly update on the investment markets. In addition, we share planning ideas around open enrollment and 2026 catch-up contributions for high earners. We also have … [Read more...]
Financial Planning Tips during the Shutdown
If you're not receiving pay as a federal employee because of the government shutdown, the financial effects are very similar to an actual job loss. There are lots of resources on how to financially prepare for a potential job loss. In this article, we want to address the best shutdown financial … [Read more...]
Catch-Up Contributions in 2026
The SECURE 2.0 Act passed right at the end of 2022. While it's not quite BC (before COVID), it's still nearly 3 years ago. Most notably, it adjusted the required minimum distribution (RMD) age for IRA owners not already subject to RMDs, but there was something else in there that needs a good … [Read more...]
DFW Best Financial Planners
We're honored to be included again in the D Magazine lists for DFW Best Financial Planners and Top Wealth Managers. Financial planning peers in the Dallas-Ft. Worth area vote for these lists, and we are grateful to be among such great company. DFW Best Financial Planners Jean Keener, CFP®, … [Read more...]
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