Month: November 2017

7 Critical Financial Moves to Make by Year-End.

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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Check out our photos from our Wine Event

Our 7th annual client appreciation party at the Firehouse restaurant was a huge success! We had a great turnout and we got some great pictures. Check them out! [slideshow_deploy id=’9977′]

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The 6 Steps for a Kick-ass Retirement Plan

Investing for retirement will be the biggest challenge in your lifetime. Tune in this week as Keith explains The 6 Steps for a Kick-ass Retirement Plan so you never run out of money in retirement and how to understand and take advantage of the necessary tax opportunities

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What does Tax Reform Mean to the Stock Market?

People are scared. Many investors believe stocks have been rising because a new tax reform package will pass, and if it doesn’t, stocks will get crushed. With the stock market at new highs and the last crash fresh in their minds, many are convinced that a crash is inevitable.  I agree that this market is […]

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Keith’s Mom Visits

My mother visited me last week and I wanted to share a couple of pictures. I love the one of her behind the mic in my radio studio.

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Winners and Losers of New Reform

The new Republican Tax Reform plan is supposed to make things easier to understand. However, the changes are definitely going to take a lot of getting used to, with some very clear winners and losers. Tune in this week as Keith explains these changes in plain English and unveils specific strategies to ensure you are […]

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Keith live on ABC's Sac&Co

See Keith’s live segment on ABC’s Sac & Co where he discusses the importance of having a “forward looking tax strategy” as part of your Retirement Master Plan and how to put your plan in place so you never run out of money in retirement!  

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Retirement Tax Law Changes for 2018

Even without tax reform, there are many retirement tax law changes coming next year that investors must be aware of. These include benefits, taxes and even qualifying guidelines for America’s most important social program. Tune in this week as Keith outlines what you need to know along with specific investment strategies to take advantage of […]

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