Keith Richardson CPA, CFP, PFS
All About Financial Planning
No matter where you are in life, you may have at least a few financial goals. Perhaps you want to buy a house, save for your child’s...
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Mastering Your Financial Journey
Unlocking the Secrets to Wealth Management and Growth
Keith Richardson CPA, CFP, PFS
- Mar 29, 2023
- 3 min
7 Retirement Considerations
When helping people get ready for retirement, financial professionals find the same issues come up over and over. Thinking ahead can...
240
Keith Richardson CPA, CFP, PFS
- Mar 29, 2023
- 2 min
Understanding Social Security Strategies
As you age, the question of when to collect Social Security (SS) retirement benefits will likely come to mind. There is no one size fits...
190
Keith Richardson CPA, CFP, PFS
- Mar 29, 2023
- 3 min
The Principles of Financial Literacy
Financial literacy refers to the skills and knowledge that allow an individual to make informed and effective decisions through their...
140
Keith Richardson CPA, CFP, PFS
- Mar 29, 2023
- 3 min
3 Golf Tips to Keep Your Retirement Plan on Course
In golf, as in finances, there are a few rules of thumb that may improve your game: keep a level head, avoid traps, practice before...
90
Keith Richardson CPA, CFP, PFS
- Mar 2, 2023
- 9 min
What role does Social Security play in your retirement income strategy?
As you near retirement, it's likely you'll have many questions about Social Security. How much will your retirement benefit be? When...
80
Keith Richardson CPA, CFP, PFS
- Mar 2, 2023
- 3 min
3 Moments in Life Where You Should Consider Consulting a Financial Professional
If you've ever wondered why so many lottery winners (an estimated 70 percent) seem to blow through all their winnings so quickly, the...
80
Keith Richardson CPA, CFP, PFS
- Mar 2, 2023
- 3 min
5 Last Minute Considerations Before Tax Day
With April’s federal tax filing and payment deadline on the horizon, Americans are dotting their i’s and crossing their t’s as they...
70
Keith Richardson CPA, CFP, PFS
- Mar 2, 2023
- 7 min
Saving for Your Retirement
Major considerations How much will you need in retirement? When do you plan to retire? What kind of lifestyle do you desire? How much do...
110
Keith Richardson CPA, CFP, PFS
- Feb 1, 2023
- 6 min
Retirement Investors Get Another Boost from Washington
Amid the 1,650-page, $1.7 trillion omnibus spending legislation passed by Congress last week and expected to be signed by President Biden...
290
Keith Richardson CPA, CFP, PFS
- Feb 1, 2023
- 12 min
Wealth Due to Inheritance
What is it? Introduction If you're the beneficiary of a large inheritance, you may find yourself suddenly wealthy. Even if you expected...
380
Keith Richardson CPA, CFP, PFS
- Feb 1, 2023
- 1 min
Tax Planning for Business Owners
What is business tax planning? When starting a business, you must consider a number of tax-related issues. Although business tax planning...
310
Keith Richardson CPA, CFP, PFS
- Dec 27, 2022
- 2 min
Tax Prep Checklist: Everything You Need to Be Ready for Tax Season
Regardless of whether you prepare your taxes yourself or use a professional's services, it's a good idea to gather the information and...
260
Keith Richardson CPA, CFP, PFS
- Dec 27, 2022
- 3 min
Your Financial Fresh Start: 12 Resolutions in 12 Months
Change may be difficult, especially when you try to change your financial habits. The process might be easier if you take an incremental...
280
Keith Richardson CPA, CFP, PFS
- Dec 27, 2022
- 4 min
A Look at Tax Planning for Retirement
After years of saving and planning for their golden years, many people nearing retirement fail to consider the tax burden they may face...
200
Keith Richardson CPA, CFP, PFS
- Dec 27, 2022
- 2 min
New Year, New Goals: Your Countdown to Financial Health
For many people, a new year provides a new start—and nothing says "new start" like a fresh new set of financial goals. But setting these...
290
Keith Richardson CPA, CFP, PFS
- Nov 21, 2022
- 3 min
Year-End Planning for Retirees
As we approach the last quarter of each year, it is a good time to plan for the next one. Year-end planning is especially important for...
290
Keith Richardson CPA, CFP, PFS
- Nov 21, 2022
- 4 min
Year-End Investment Decisions
What are year-end investment decisions? Year-end investment decisions may sometimes result in substantial tax savings. Tax planning may...
280
Keith Richardson CPA, CFP, PFS
- Nov 21, 2022
- 3 min
2022 Year-End Tax Tips
Here are some things to consider as you weigh potential tax moves between now and the end of the year. 1. Defer income to next year...
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