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.
The Utility of Sector Investing
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
The Best Apps in Travel
Technology tips to make your next trip even better.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Being healthy not only makes you feel good, it may also help you financially.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
How to help determine life insurance needs to provide for your family after you pass away.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Determine if you are eligible to contribute to a traditional or Roth IRA.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator can help you estimate how much you should be saving for college.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
Around the country, attitudes about retirement are shifting.
Taking your Social Security benefits at the right time may help maximize your benefit.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
All about how missing the best market days (or the worst!) might affect your portfolio.