Blog

Making Financial Goals Stick in 2019Mark Beaver Jan 9, 2019 | 2 min readMark Beaver recently appeared on Fox 28's Good Day Columbus to discuss tips on getting your finances right in the New Year. Check is out here:...

Before You Let Market Volatility Get To You - Let's Press Pause for a Moment…Andy KeelerOct 30, 2018 | 2 min readAfter finishing the first three quarters up over 10%, the S&P 500 reversed course this month and is in the red for the year (source: Morningstar)....

Can We Rely on Social Security?Andy KeelerJun 28, 2018 | 3 min read“The reports of my death have been greatly exaggerated.” -Mark Twain For years, many Americans have doubted the likelihood of receiving Social Security benefits by the time they reach retirement age....

Tune Out the NoiseMark BeaverJun 13, 2018 | 2 min readIn the media world there is a saying: “Bad news sells”. If that is the case, then the financial media sure knows how to sell! A quick online search shows how pessimistic headlines dominate, even as things improve....

2018 Tax Facts and FiguresMark BeaverFeb 9, 2018 | 1 min readNow that the Tax Cuts and Jobs Act as been signed into law, we now have details to help in our tax planning efforts. Changes that will affect many tax filers are new income tax brackets, the doubling of the...

4 Charitable Giving StrategiesAndy Keeler Feb 9, 2018 | 2 min readIf loan proceeds were used to ACQUIRE, BUILD or make significant improvements.... In the rush to get news on the recently passed Tax Cut and Jobs Act out into the public domain, a good number of...

Preparing for RetirementMark Beaver Sep 7, 2022 | 1 min readHeading into retirement can feel like going into the "Great Unknown". In this webinar, we will discuss how to transition from your career to a successful and stress-free retirement and what you need to know...

2022 Tax Facts and FiguresMark BeaverFeb 9, 2022 | 2 min readThe Keeler & Nadler Tax Guide for 2022 is now available! In addition to updated tax brackets and retirement account funding limits, this year's edition includes new information on Medicare surcharges...

4 Charitable Giving StrategiesMark BeaverNov 3, 2020 | 1 min readBuilding wealth and financial security for your family is a wonderful thing, but there are many benefits - both financially and personally - to giving away some of that wealth. There is a lot to be said...

Our Newest CFP!Mark BeaverMay 17, 2020 | 1 min readIt is with great pride that Keeler & Nadler Family Wealth wishes to announce and extend congratulations to Jessica Hultberg for her recent achievement of her CERTIFIED FINANCIAL PLANNER (CFP®) designation, making...

Social Security and Medicare Premium Changes for 2024Abigail RoseOct 20, 2023 | 3 min readSocial Security Benefits Increasing by 3.2% This week, the Social Security Administration announced a 3.2% cost of living adjustment for Social Security benefits1. Although a...

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.