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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Major changes in social security strategies for retirees

November 3, 2015 By Jean Keener, CFP, CRPC

As a result of the budget bill passed last week, two social security strategies that we've recommended to many clients over the years are no longer available or significantly limited. File and Suspend The strategy involves one spouse filing an application for retirement benefits when he or she … [Read more...]

Filed Under: Legislative Changes, News, Retirement, Your Finances Tagged With: file and suspend, restricted application, Retirement, social security

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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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