Month: September 2017

What Will Tax Reform Mean to you?

Congress is all about tax reform. Everyone seems very excited about it, but what does it really mean to you, your portfolio and of course your taxes? Having a forward-looking tax strategy is more critical than ever, especially if you are retired or planning for it. No matter how you slice it, tax-reform it is […]

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Crawdads 2017

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7 Critical Financial Moves to Make By Yearend

Is your portfolio ready for 2018? Do you have a forward looking tax strategy and is it ready? Tune in this week as Keith unveils the 7 Critical Financial Moves you need to make by the end of the year!

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7 Critical Financial Moves to Make by Year-end

In one short week, we begin the 4th quarter of 2017. WOW, where does time go? That means it’s crunch time. Have you updated your financial plan for 2018? Have you updated your tax strategy for next year and beyond? Do you even have a forward-looking tax strategy, or are you one of those people that […]

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The 6 Most Critical Investment Strategies for Retirement

Investing is not just about throwing some money at the stock market and hoping it goes up. Remember, hope is not an investment strategy. Tax implications are drastically different and they all require a comprehensive tax strategy if you want to succeed. Tune in this week as Keith outlines the 6 most critical investment strategies […]

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Even Hurricanes Can’t Blow this Market Down

As if the headlines weren’t already bad enough, two huge hurricanes blew through our nation wreaking havoc and devastation at an ungodly cost. Some estimate that it could cause 1 full percentage point of GDP. That’s quite a hit considering we have had a tough time achieving a steady 2% growth in GDP! As is […]

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Why Your Investment Portfolio is Not Your Fantasy Team

“Are you ready for some football?” How about fantasy football, America’s fastest growing sport? Keep in mind, your investment portfolio is not your fantasy team and this week we learn some lessons to help you build your retirement game plan!

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How to Spend your Money in Retirement Without Dying Broke

Retirement is a time for not having to look at a clock (accept maybe for Tee times and the grandkid’s school recitals). You shouldn’t have to watch the clock in retirement, especially for your money. There is a definite strategy to spending your money in retirement so you have all that you need but don’t […]

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Trump Switches to the Independent Party for 2020 Election

No, you haven’t fallen asleep for 3 years and woken up to the crazy headline above. It’s just a dream…or is it? Donald Trump never thought he would have such a hard time getting legislation passed, especially the basics of his party such as healthcare and tax reform. He’s clearly frustrated and it’s showing. Have […]

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