Keith Richardson CPA, CFP, PFSJan 11, 20212 minFour 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...
Keith Richardson CPA, CFP, PFSJan 5, 20212 minPREPARING FOR EMERGENCIESWill you and your loved ones be ready the next time disaster strikes? By planning ahead, you can protect yourself and alleviate some of...
Keith Richardson CPA, CFP, PFSJan 4, 20212 minA 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...
Keith Richardson CPA, CFP, PFSDec 29, 20202 minOut of SIGHT, Out of MINDIt can be easy to lose track of retirement accounts from previous employers when you no longer work there. If you’re like most people,...
Keith Richardson CPA, CFP, PFSDec 8, 20204 minESTATE PLANNINGSolving Problems Before They Happen If the word ‘estate’ brings to mind mansions, private islands, and offshore bank accounts, we’d like...
Keith Richardson CPA, CFP, PFSDec 1, 20202 minGETTING RID OF FINANCIAL CLUTTERHow Long Should You Keep Finance-Related Documents? Many people struggle over which financial statements and records to keep—and for how...
Keith Richardson CPA, CFP, PFSNov 24, 20203 minFINANCIAL FITNESSThe 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...