
Tune Out the Noise
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 Figures
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...

Home Equity Line Interest-It MAY Be Deductible After All
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?
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!
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
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...

2022 Tax Guide
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 Strategies
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!
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?
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...

Social Security and Medicare Premium Changes for 2024
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 Distributions
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 Guide
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.