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.

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Family Glitch 2023 Fix

November 21, 2022 By Jean Keener, CFP, CRPC

Family Glitch 2023 fix

There's a 2023 fix for the ACA "Family Glitch." Since the inception of the affordable care act (ACA), if your employer offered affordable health insurance coverage for you as an employee, you were ineligible for ACA subsidies for your family members even if adding them to your employer plan was not … [Read more...]

Filed Under: Featured Posts, Insurance, News, Your Finances Tagged With: health insurance

Planning with Medicare Premiums in Mind

January 3, 2020 By Keener Financial Planning

Medicare IRMAA planning

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...]

Filed Under: Insurance, Legislative Changes, News, Retirement, Taxes, Your Finances Tagged With: IRMAA, medicare, retirement income

Health Insurance for College Students

July 24, 2013 By Jean Keener, CFP, CRPC

As your child prepares to head off to college, probably the last thing on his or her mind is health insurance. But getting sick or injured away from home can be an unpleasant (and expensive) experience--more so if your child doesn't know his or her health-care options. You'll want to make sure that … [Read more...]

Filed Under: Insurance, Your Finances Tagged With: college student health insurance, health insurance

November Personal Finance Newsletter

November 14, 2011 By Jean Keener, CFP, CRPC

The November personal finance newsletter is now available.  It includes all the updates on 2012 IRA and retirement plan contribution limits, plus the 2012 social security and medicare figures.  In addition, we cover the importance of long term care planning for women and information on a free … [Read more...]

Filed Under: College Funding, Insurance, News, Newsletters, Retirement, Seminars & Events, Women's Issues, Your Finances Tagged With: 2011 college cost report, 2012 IRA contribution limits, 2012 medicare figures, 2012 social security figures, long-term care insurance, required minimum distributions

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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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