Month: December 2016

What’s the Best Medicine for your Retirement?

Is your retirement plan healthy enough to sustain you in retirement…not just subsisting, but living it up and doing all the things you always wanted to do when you want to do them? like you’ve always dreamed? Tune in this week as we diagnose your retirement master plan AND your portfolio so it survives and […]

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A Surprising Little History of New Year Celebrations

Celebrating New Year’s may seem old hat to you and me, but it has been around for a while. The first historical recordings of any type of new year celebration come from approximately 2000 B.C. in ancient Mesopotamia. Back then it was celebrated in the middle of March around of the times of the vernal […]

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Critical Year-end Tax Strategies

Would you like to pay less taxes? If you are just waiting until April 15th to prepare them, then you are missing the boat…big time! Having an “Investment Tax Strategy” is a critical component of every financial plan. Tune in this week as Keith goes through a step by step strategy to help you pay […]

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Track Santa’s Progress Tonight!

The History of The US Military Protecting Santa      Here’s a fun Christmas Story for the whole family! One of my favorite things to do on Christmas Eve is track Santa’s progress on the U.S. Military combat operations center or NORAD. Ever since my son Josh was a little kid, we would log onto […]

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What Will Your Taxes look Like Under a Trump Presidency?

There is no doubt that President-elect Trump is shaking things up in this country and turning politics on its head. But, how will his new policies affect you personally? Tune in this week as Keith discusses what your taxes will look like under a Trump presidency and strategies on how to “Trump Up Your Portfolio”! […]

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Why the Markets Could Crash on December 19th

That’s right, this coming Monday could be a day that lives in infamy. I’ve always wanted to use that famous FDR quote from Pearl Harbor; now I have a legitimate reason to, because it’s possible. In case you are unaware, there is a campaign to recount the votes underway in three states, Pennsylvania with 20 […]

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Is American Capitalism Alive and Well?

I am bullish on America. In fact, for most of us, it has always paid to never bet against this great land. As I write this on a Delta flight at 37,000 feet, our new President is taking his victory lap around the national stadium. Love him or hate him, I am enjoying the new […]

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Critical Year-end Tax Strategies

Would you like to pay less taxes? If you are just waiting until April 15th to prepare them, then you are missing the boat…big time! Having an “Investment Tax Strategy” is a critical component of every financial plan. Tune in this week as Keith goes through a step by step strategy to help you pay […]

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Hack-Proof Your Online Shopping

How often do you make an online purchase? I personally buy almost everything from Amazon. I think Amazon Prime is one of the greatest new inventions on the planet. With the massive shift in the economy to shopping online, the risks of someone hacking your accounts are real! Imagine getting a message telling you that […]

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