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 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

Keller Social Security Workshop

September 26, 2011 By Jean Keener, CFP, CRPC

My free workshop on social security planning at the Keller Public Library is scheduled for Tuesday, October 18 at 6:30 pm. It's designed for baby boomers to help you maximize your retirement income. If you are 55 or older, have not yet filed for social security, and live in or around Keller, you … [Read more...]

Filed Under: News, Retirement, Seminars & Events, Your Finances Tagged With: retirement income, social security

How to Structure Retirement Income

March 12, 2011 By Jean Keener, CFP, CRPC

I'm providing a free personal finance workshop at the Keller Public Library on Tuesday, March 15 at 6:30 pm on Structuring Your Retirement Income.  This retirement income workshop is designed for residents of Keller and surrounding areas who are in or near retirement.  Investing for retirement … [Read more...]

Filed Under: Investing, News, Retirement, Your Finances Tagged With: portfolio drawdown, Retirement, retirement income

How to Maximize Social Security Benefits

February 7, 2011 By Jean Keener, CFP, CRPC

Baby boomers, learn how to maximize your social security benefits and about recent changes to the social security program.   I am conducting a free social security strategy workshop at the Keller Public Library on Tuesday, February 15 at 6:30 pm.    It's designed for baby boomers to help you … [Read more...]

Filed Under: News, Retirement, Seminars & Events, Your Finances Tagged With: retirement income, seminars, 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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