Jean Keener, CFP®, CRPC®, will present on real-world retirement planning as part of the Fort Worth Public Libraries Money Smart Week. She’ll cover tax-efficient ways to save for retirement, determining if you’re financially ready to retire, and how to safely transition to spending your retirement … [Read more...]
2020 SECURE Act Changes to IRAs and Required Minimum Distributions
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...]
April 2017 Financial Planning Newsletter
Our April financial planning newsletter is now available. It covers an update on the investment markets for first quarter, along with our perspective on current market valuations. In addition, we give you the most important retirement plan and tax limits for 2017 -- if you haven't already reviewed … [Read more...]
- 1
- 2
- 3
- …
- 25
- Next Page »