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Mastering Your Financial Journey
Unlocking the Secrets to Wealth Management and Growth
Keith Richardson CPA, CFP, PFS
Jan 11, 20212 min read
Four New Year's Resolutions for Current Retirees
The New Year is the time to make resolutions, and for those who are retired, those resolutions may look a little different than they did...
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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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Keith Richardson CPA, CFP, PFS
Jan 4, 20212 min read
A Place for Everything: A Step-by-Step Guide to Getting Your Finances Organized
Have you ever found yourself scrambling for spare cash to send with your child for school lunch? Have you paid a late fee because you...
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Keith Richardson CPA, CFP, PFS
Dec 29, 20202 min read
Out of SIGHT, Out of MIND
It can be easy to lose track of retirement accounts from previous employers when you no longer work there. If you’re like most people,...
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Keith Richardson CPA, CFP, PFS
Dec 8, 20204 min read
ESTATE PLANNING
Solving Problems Before They Happen If the word ‘estate’ brings to mind mansions, private islands, and offshore bank accounts, we’d like...
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Keith Richardson CPA, CFP, PFS
Dec 1, 20202 min read
GETTING RID OF FINANCIAL CLUTTER
How Long Should You Keep Finance-Related Documents? Many people struggle over which financial statements and records to keep—and for how...
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Keith Richardson CPA, CFP, PFS
Nov 24, 20203 min read
FINANCIAL FITNESS
The Key to Making Your Money Last To live a long life, you’ll need a healthy supply of money to go the distance with you. The risk of...
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