When the SECURE Act was passed by Congress at the end of 2019, the rules changed for most future Inherited IRA holders. But wait… wasn’t there also the CARES Act in 2020 that allowed ALL IRA owners to forego taking their required minimum distribution (RMD) for 2020? Yep. Between the SECURE Act … [Read more...]
Why No One Needs a Budget
No one needs or should use a budget. I realize this may seem like a bold statement. Before you begin forming arguments to disagree with me, please understand that I am a huge fan of spending plans. But I hate budgets. Budgets are difficult to maintain because people don’t like feeling restricted … [Read more...]
Keener Financial Planning COVID-19 Safety Procedures Update
Beginning in April 2021, we will offer clients the option to meet in person or virtually. We encourage everyone to make the choice that feels most comfortable to you. Our mask policy is updated as of May 2021: In Keller, we encourage clients to use their discretion on masking. The majority of … [Read more...]
Estate Planning for 21st Century Couples
Our clients have many different preferences, and we love to see when someone is intentional about what’s right for them. In this article, we'll focus on two examples of modern decisions that are becoming increasingly common. For couples who embrace these choices, the benefits can far outweigh the … [Read more...]
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