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...]
2019 Year-End Tax Planning
With 2019 coming to a close, many of us are preparing for the holidays, and are trying to wind things down. Before you enter that holiday hibernation, we want to remind you of a few tax planning ideas that you may want to add to your holiday “to-do” list. Required Minimum Distributions Be sure … [Read more...]
Rachel Songer CFP Advice to First Time Home Buyers
Rachel was recently asked by Redfin to provide financial advice to first time home buyers. She shared: We recommend that you have a good handle on where your money is going today. From here, forecast out what the expenses associated with the house will look like: mortgage payment, taxes, … [Read more...]
D Magazine 2019 Top Wealth Managers and Best Financial Planners
We are delighted to share that Keener Financial Planning once again was included in the Top Wealth Managers in DFW list for 2019. We were one of 24 firms named out of 42 applicants. According to D Magazine, a panel of esteemed local wealth managers reviewed the final list and the selection was … [Read more...]
Kids and Money with Financial Planner Patty Priddy
Keener Financial Planning is proud to be participating in the Dream Big Sammy Rabbit program on Kids and Money. To help with the program, Patty Priddy, CFP®, recently shared her some of her early experiences with money and her perspective on how to raise money-smart kids. She focuses on the … [Read more...]
2018 Market Recap
2018 was a challenging year for investors around the world. Nearly all asset classes except for cash and some bonds had negative returns for the year. It reinforced the importance of diversification and the need for a long-term investment strategy. You can see our full market review in the Keener … [Read more...]
How did small and value perform in 2018
At Keener Financial Planning, we use broad diversification as part of a long-term, low-cost investment strategy. We also find the long-term data on the performance benefits of over-weighting small and value companies compelling. Because these strategies affect investment performance, we like to … [Read more...]
Successful investing during turbulent times
As market volatility has continued over the past couple of months, it's been a rather harsh reminder of the ups and downs we must tolerate to be stock market investors. If you have 2 minutes, this short video from Dimensional Fund Advisors is worth a watch. It's a good reminder of the importance … [Read more...]
D Magazine Best Financial Planner and Top Wealth Managers 2017
We are honored to have made two of D Magazine's 2017 lists. Our firm was included on the Top Wealth Managers list, and I was honored as one of the Best Financial Planners. The Top Wealth Managers in Dallas list is compiled based on a series of criteria shared on D Magazine's website. We were … [Read more...]
- 1
- 2
- 3
- …
- 25
- Next Page »