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Can We Rely on Social Security?
Can We Rely on Social Security?Andy KeelerJun 28, 2018 | 3 min read“The reports of my death have been greatly exaggerated.” -Mark Twain For years, many Americans have doubted the likelihood of receiving Social Security benefits by the time they reach retirement age....
Tune Out the Noise
Tune Out the NoiseMark BeaverJun 13, 2018 | 2 min readIn the media world there is a saying: “Bad news sells”. If that is the case, then the financial media sure knows how to sell! A quick online search shows how pessimistic headlines dominate, even as things improve....
2018 Tax Facts and Figures
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...
Home Equity Line Interest-It MAY Be Deductible After All
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...
It’s Time to Sweat the Small Stuff
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?
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…?
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...