Blog

Game Over for GameStop? Mark BeaverMarch 2, 2020 | 1 min readIt was hard to escape the news coverage of the frenzy over GameStop stock over the last few weeks.Stories of overnight millionaires battling the hedge fund billionaires over a small video game retailer’s...

It's Time to Sweat the Small StuffAndy Keeler Aug 1, 2020 | 1 min readWe all face obstacles, big and small, in our quest to accumulate wealth. Most of us overlook these small detractors, having to make decisions in the heat of the moment, based on emotion, or simply...

Can you save too much for retirement?Mark BeaverJul 2, 2020 | 1 min readSenior Financial Advisor, Mark Beaver, was asked for his thoughts on the subject in a recent MarketWatch article....

Pay for College or Save for Retirement...?Mark BeaverJun 25, 2019 | 1 min readOne of our Senior Financial Advisors, Mark Beaver, was recently quoted in an article discussing the dilemma some families are facing today: "Should we delay saving for retirement to help pay...

2019 Tax Facts and FiguresMark Beaver Jan 9, 2019 | 2 min readUpdates for 2019 may not be as dramatic as last year, but there are still some very import updates to contribution limits this year. If you are one that maxes out contributions to IRAs, Roths, 401(k)/403(b)...

Valuable Tips When Car ShoppingAndy KeelerFeb 4, 2019 | 2 min read When shopping for a car, keep your “trade-in” to yourself until the purchase price is agreed to. No matter whether you are buying new or used, or leasing, the purchase price matters. Websites such as...

Recent updates to Inherited IRA Required Minimum DistributionsAbigail RoseSep 13, 2023 | 3 min readIf you inherited an Individual Retirement Account (IRA) from someone other than your spouse within the past few years, you may be wondering what the rules are for...

2023 Tax Facts and FiguresMark BeaverFeb 9, 2023 | 2 min readThe Keeler & Nadler Tax Guide for 2023 is now available! Click on the image below to download your copy.

Social Security Up, Medicare Premiums DownMark BeaverOct 11, 2022 | 3 min readIn a year of mostly bad news, there is some good news for retirees – They can expect higher Social Security income and lower Medicare premiums.Social Security set to increase by 8.7%The...

Is Your Bank Paying You Enough?Mark BeaverOct 11, 2022 | 3 min readIn 2021, there was very little conversation about interest rates - other than everyone refinancing their mortgages at all-time lows. Fast forward to today and we have the Fed raising interest rates,...

2024 Tax Facts and FiguresAbby RoseFeb 14, 2024 | 8 min read2024 Tax Guide Welcome to Keeler & Nadler Family Wealth's latest guide, designed to navigate you through the pivotal tax updates of 2024. Our commitment is to equip you with the knowledge and strategies...

Rolling a 529 into a Roth IRAJessica Hultberg, CFP®Nov 20, 2023 | 4 min readSaving for your kid’s college can be a daunting task. In recent years, 529 savings plans have become a popular tool for saving for college in a tax-efficient way. One concern, however, is you...

The Home Downsizing DilemmaAndy Keeler, CFP®Nov 6, 2023 | 6 min readThe topic of selling the home that you raised a family in is inevitably one that comes up at your monthly euchre party. There are many different aspects to consider when evaluating the possibility of...