Blog

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...

Dow 20,000! What’s Next? Mark BeaverJan 25, 2017 | 3 min readIf you are one to pay any attention to the financial media (If you’re not, good for you!) then you have probably heard that the Dow Jones Industrial Average finally moved past the 20,000 milestone on January...

Have you received a threatening email or phone call from the IRS? Be very skeptical!Mark BeaverSep 16, 2016 | 3 min readThe IRS has issued continued warnings of various scam attempts on American taxpayers. These take the form of emails, phone calls and even text...

Don't Believe the Hype Mark BeaverDec 10, 2015 | 3 min readAfter the stock market experienced its worst quarter since 2011, it’s time to reflect and offer some advice on how to handle turbulence. Some of you may have looked at your September 30th statement with shock...

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...

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....

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,...

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...