Month: October 2017

5 Tax Troubles That Only Affect Retirees

Filing taxes is difficult enough, but taxpayers in retirement or in the retirement red-zone also have a host of others worries. Tune in this week as Keith tackles the 5 tax troubles that only affect retirees and unveils specific strategies to maximize your tax breaks and how to make money in this confusing stock market.

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Happy Birthday Marie

Marie walker. Happy belated 94th birthday to Marie Walker, our client for over 20 years.

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Investment Strategy Secrets of the Super Wealthy

There is a big difference between being a millionaire and a billionaire. It’s not just the way they think, but the way they invest their money. Tune in this week as Keith unveils the investment strategy secrets of the super wealthy!

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6 Things You Don’t know About Retirement, But Need To!

Some things are common sense when it comes to retirement planning, while others need to better understood. Tune in this week as Keith explains the 6 things you don’t know about retirement, but need to in order to retire in comfort and style.

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What Happens to Bonds When Interest Rates Rise?

My article last week “Look Out Below…For Bonds!” raised a lot of eyebrows and prompted a number of questions regarding what happens to bonds when rates do rise. The bottom line is that rising rates are bad for bond holders. For example, let’s assume you have just purchased a 5% bond maturing in 5 years, […]

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The 5 Critical Strategies for Tax-Efficient Investing

Do you want to pay fewer taxes than ever before? It all comes down to a forward-looking tax strategy which could add up to hundreds of thousands of dollars in additional lifetime income! Tune in this week as Keith unveils “The 5 Critical Strategies for Tax-Efficient Investing”. After all, it’s not what you make…it’s what […]

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Look Out Below…For Bonds!

Bond Investors Beware We have been waiting since Trump took office for bonds to fall, and it looks like the prophecy is finally coming true. Majority of investors, especially retirement investors, are over-invested in bonds because they think they are safe. However, this may prove to be very wrong. The main theme is an old […]

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How Tax Reform Will Significantly Affect Your Investments and Your Taxes

Congress is all about tax reform now and no matter how you slice it, it’s going to significantly affect your portfolio and your taxes. Retirement plan contribution tax breaks, Social Security, Medicare, pensions…they’re all on the table and the chopping block! Tune in this week as Keith digs deep in to what tax reform means […]

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