TAX-RELATED IDENTITY THEFT CRIMES
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Mastering Your Financial Journey
Unlocking the Secrets to Wealth Management and Growth
Criminals are stealing taxpayers’ identities and committing tax-related crimes. There are steps you can take to keep your personal...
Keith Richardson CPA, CFP, PFS
Jan 25, 20222 min read
THREE HSA MISTAKES TO AVOID
There are lots of advantages to an HSA. But you should keep these three potential pitfalls in mind before you decide to open an account:...
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Keith Richardson CPA, CFP, PFS
Jan 25, 20223 min read
INDEFINITELY WORKING FROM HOME? USE THIS OPPORTUNITY TO SAVE MONEY
The pandemic caused many people to work from home, and some companies do not plan to return to office-based work until this summer, if...
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Keith Richardson CPA, CFP, PFS
Jan 11, 20224 min read
WORKING WITH A FINANCIAL PROFESSIONAL
Your financial professional is an objective financial professional who will help you work toward your financial goals. Here’s how to...
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Keith Richardson CPA, CFP, PFS
Dec 28, 20213 min read
THE BASICS OF FINANCIAL FITNESS
Becoming financially fit requires maintaining foundational elements, including a budget, emergency fund, strong credit score, and...
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Keith Richardson CPA, CFP, PFS
Dec 14, 20213 min read
GONE PHISHING: PROTECT AGAINST ONLINE ATTACKS
Identity theft compromises the personal data of millions of Americans every year. There are steps you can take to minimize your online...
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Keith Richardson CPA, CFP, PFS
Nov 16, 20213 min read
MAKING SENSE OF YOUR ROTH 401(K)
There are specific rules addressing distributions and rollovers of a Roth 401(k), which combines features of Roth IRAs and a traditional...
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Keith Richardson CPA, CFP, PFS
Nov 2, 20213 min read
FINANCIAL CONSIDERATION DURING A DIVORCE
A divorce can have a profound impact on your finances. We outline key considerations for maintaining your financial health as you proceed...
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Keith Richardson CPA, CFP, PFS
Oct 19, 20213 min read
MAKING SENSE OF YOUR CREDIT SCORE
Understanding the value of your credit score and taking steps to maximize your credit rating are important for improving your financial...
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Keith Richardson CPA, CFP, PFS
Oct 5, 20213 min read
MEDICARE OPTIONS DURING RETIREMENT
Americans 65 years of age and older face a number of choices when it comes to Medicare healthcare coverage. We look at the top...
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Keith Richardson CPA, CFP, PFS
Sep 28, 20214 min read
MAKING SENSE OF MEDICARE PARTS A, B, C, & D
With its four distinct parts, Medicare can be an alphabet soup of complexity. We provide an overview of the various components and how...
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Keith Richardson CPA, CFP, PFS
Sep 14, 20213 min read
DETERMINING IF IT MAKES SENSE TO MOVE OR REMODEL
The housing market is surprisingly strong right now. If your family needs more space, your options include remodeling your current home,...
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Keith Richardson CPA, CFP, PFS
Aug 31, 20215 min read
CONSIDERATIONS WHEN PURCHASING LIFE INSURANCE
There are a number of different life insurance products and features to consider when evaluating plans. Discussing the importance of...
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Keith Richardson CPA, CFP, PFS
Aug 17, 20213 min read
CONSIDERATIONS WHEN BUYING YOUR FIRST HOME
Purchasing your first home is a tremendous financial commitment. There are a number of factors to consider before signing off on that...
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Keith Richardson CPA, CFP, PFS
Aug 3, 20213 min read
BUDGETING FOR A FAMILY
If you’re expecting your first child, establishing a budget that includes your growing list of expenses is important for helping you...
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Keith Richardson CPA, CFP, PFS
Jul 20, 20213 min read
CARING FOR AGING PARENTS
There are important steps you can take to help your aging parents find living and health care assistance, as well as to secure financing...
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Keith Richardson CPA, CFP, PFS
Jul 6, 20213 min read
BREAKING DOWN THE REAL COSTS OF PURCHASING A HOME
You’re finally ready to move up from your rental unit to your own home. Before you start searching for a home, understand how much money you
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Keith Richardson CPA, CFP, PFS
Mar 11, 20212 min read
GOING SOMEWHERE?
You’re on to the next adventure in your life and career, but don’t forget about your retirement account. It’s important to explore your...
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Keith Richardson CPA, CFP, PFS
Jan 19, 20213 min read
ASSESSING YOUR FINANCIAL HEALTH
Recent history has moved many of us to take another look at our finances—a smart thing to do in any economy. Maybe it’s been a while...
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Keith Richardson CPA, CFP, PFS
Jan 5, 20212 min read
PREPARING FOR EMERGENCIES
Will you and your loved ones be ready the next time disaster strikes? By planning ahead, you can protect yourself and alleviate some of...
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