Author: Keith Springer

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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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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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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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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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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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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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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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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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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