"Invest for need,
NOT FOR GREED"TM

- Keith Springer

Keith Springer has been providing professional investment advice for over 30 years, specializing in retirement and helping you create a forward looking investment tax strategy.

Intro Video Is Your Advisor a Fiduciary?

Previously appeared on:

Introducting the new book by Keith Springer:

SURFING THE RETIREMENT TSUNAMI
Your guide to staying afloat and retiring comfortably

Get it here Read Reviews Here

An early warning system for your investments. because you’ve worked too hard to be surprised by your money.

We offer our clients WealthGuard, a complete portfolio monitoring system.
Click here to learn more.

Smart Money Newsletter

Written By: Keith Springer

A BRIEF HISTORY OF 4TH OF JULY FIREWORKS

A BRIEF HISTORY OF 4TH OF JULY FIREWORKS We are all getting ready to enjoy another birthday for our great nation, most likely with some form of fireworks to compliment the celebration. As I was looking up at the exploding, multicolored exhibition, I thought to myself: “This is a pretty strange tradition. Where the heck […]

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The Status of RMD’s for 2020

The Status of RMD’s for 2020 There has been a tremendous amount of confusion over what Congress intended to say about taking Required Minimum Distributions (RMD’s) from your IRA for 2020. Let me try to clarify: The CARES Act enacted by Congress in the wake of COVID19 allows any taxpayer with an RMD due in 2020 from a defined-contribution […]

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