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 Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Read this overview to learn how financial advisors are compensated.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate how much you have the potential to earn during your working years.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator can help you estimate how much you may need to save for retirement.
This calculator will help determine whether you should invest funds or pay down debt.
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
Around the country, attitudes about retirement are shifting.
Are you ready for retirement? Here are five words you should consider.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Have you found yourself suddenly single? Here are 3 steps to take right now.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
What are your options for investing in emerging markets?