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.

817-993-0401 | [email protected]

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Planning with Medicare Premiums in Mind

January 3, 2020 By Hannah Szarszewski, CFP®, AFC®

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

October 2017 Newsletter

October 18, 2017 By Jean Keener, CFP, CRPC

Our October newsletter is now available to help with your personal financial planning.  It includes an overview of the third quarter investment market performance, along with a review of Nobel Prize winning economist Richard Thaler's work.  In addition, we have suggestions on how to respond to the … [Read more...]

Filed Under: Budgeting and Saving, Investing, News, Newsletters, Your Finances Tagged With: credit, health insurance, Investing, medicare, personal finance

July 2016 Personal Finance Newsletter

July 7, 2016 By Jean Keener, CFP, CRPC

Our July newsletter is now available.  On investing, it includes a second quarter investment market review and our commentary on why fears about Brexit may be overblown.  In addition, it covers the highlights of the June 2016 Social Security and Medicare Trustees' Reports and a Q&A on how the … [Read more...]

Filed Under: Investing, News, Newsletters, Retirement, Your Finances Tagged With: Investing, medicare, Retirement, social security

November 2015 Financial Planning Newsletter

January 18, 2016 By Jean Keener, CFP, CRPC

Our November 2015 is now available online.  It includes details about the social security law changes enacted last fall, as well as action that those ages 66 - 69 before April 29 this year will want to consider taking.  In addition, it provides 2016 retirement plan limits, and the Medicare Part B … [Read more...]

Filed Under: Legislative Changes, News, Newsletters Tagged With: 2016 retirement plan contribution limits, medicare, 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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