Blog

2018 Tax Facts and FiguresMark BeaverFeb 9, 2018 | 1 min readNow that the Tax Cuts and Jobs Act as been signed into law, we now have details to help in our tax planning efforts. Changes that will affect many tax filers are new income tax brackets, the doubling of the...

4 Charitable Giving StrategiesAndy Keeler Feb 9, 2018 | 2 min readIf loan proceeds were used to ACQUIRE, BUILD or make significant improvements.... In the rush to get news on the recently passed Tax Cut and Jobs Act out into the public domain, a good number of...

Dow 20,000! What’s Next? Mark BeaverJan 25, 2017 | 3 min readIf you are one to pay any attention to the financial media (If you’re not, good for you!) then you have probably heard that the Dow Jones Industrial Average finally moved past the 20,000 milestone on January...

Have you received a threatening email or phone call from the IRS? Be very skeptical!Mark BeaverSep 16, 2016 | 3 min readThe IRS has issued continued warnings of various scam attempts on American taxpayers. These take the form of emails, phone calls and even text...

Don't Believe the Hype Mark BeaverDec 10, 2015 | 3 min readAfter the stock market experienced its worst quarter since 2011, it’s time to reflect and offer some advice on how to handle turbulence. Some of you may have looked at your September 30th statement with shock...

Social Security Madness: What’s in Your Team’s Playbook? Mark BeaverJun 12, 2015 | 3 min readAmericans love team sports. This year, over 23 million people tuned in to watch the college basketball playoffs. What makes team sports great is seeing an individual work with...

Game Over for GameStop? Mark BeaverMarch 2, 2020 | 1 min readIt was hard to escape the news coverage of the frenzy over GameStop stock over the last few weeks.Stories of overnight millionaires battling the hedge fund billionaires over a small video game retailer’s...

It's Time to Sweat the Small StuffAndy Keeler Aug 1, 2020 | 1 min readWe all face obstacles, big and small, in our quest to accumulate wealth. Most of us overlook these small detractors, having to make decisions in the heat of the moment, based on emotion, or simply...

Can you save too much for retirement?Mark BeaverJul 2, 2020 | 1 min readSenior Financial Advisor, Mark Beaver, was asked for his thoughts on the subject in a recent MarketWatch article....

Pay for College or Save for Retirement...?Mark BeaverJun 25, 2019 | 1 min readOne of our Senior Financial Advisors, Mark Beaver, was recently quoted in an article discussing the dilemma some families are facing today: "Should we delay saving for retirement to help pay...

Is Your Bank Paying You Enough?Mark BeaverOct 11, 2022 | 3 min readIn 2021, there was very little conversation about interest rates - other than everyone refinancing their mortgages at all-time lows. Fast forward to today and we have the Fed raising interest rates,...

Preparing for RetirementMark Beaver Sep 7, 2022 | 1 min readHeading into retirement can feel like going into the "Great Unknown". In this webinar, we will discuss how to transition from your career to a successful and stress-free retirement and what you need to know...

2022 Tax Facts and FiguresMark BeaverFeb 9, 2022 | 2 min readThe Keeler & Nadler Tax Guide for 2022 is now available! In addition to updated tax brackets and retirement account funding limits, this year's edition includes new information on Medicare surcharges...