Understanding Today’s Financial Environment
Welcome, I’m Keith Richardson, a financial consultant in Charlotte, North Carolina. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you are investing for retirement, college savings or estate planning, our personalized service focuses your needs, wants, and financial goals and objectives.
Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life, please call 704-846-7767.
Saving on Fitness Center Membership Costs
There are ways to improve your physical fitness without denting your fiscal fitness.
Inflation - Back to the Future
Even low inflation rates over an extended period of time can impact your finances in retirement.
Consider These 3 Things Before Driving Off the Lot
There are a few things to consider when buying or leasing your next vehicle.
Knowing your options when a CD matures can help you make a sound investment decision.
A change in your mindset during retirement may drive changes to your portfolio.
The tax rules that govern donating art are complex and confusing. Take a closer look.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Life insurance proceeds are generally tax-free. But not in all cases.
Tips on insuring your teen driver.
Estimate the total cost in today's dollars of various mortgage alternatives.
Use this calculator to better see the potential impact of compound interest on an asset.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator helps estimate your federal estate tax liability.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
All about how missing the best market days (or the worst!) might affect your portfolio.
The market is as unpredictable as the weather. We’d love to help you prepare.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Here is a quick history of the Federal Reserve and an overview of what it does.
The question used to be, “How low can interest rates go?” Now it's, “How long can rates remain at their historic low levels?”
Learning more about gold and its history may help you decide whether it has a place in your portfolio.