The 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 (IRMAA), Social Security taxability and more. Click on the image below to download your copy ..read more

Building 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 for the satisfaction received from making an impact in the lives of others by giving our time, talent, and treasure. But first, any charitable giving strategy begins with having the right intentions. You should be compelled to give because it’s to a cause or organization you feel strongly about. We’re going to look at ways of giving efficiently, but that isn’t the driving force. Another import ..read more

It 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 her the 6th member of the Keeler & Nadler team to earn this honorable recognition. The CFP® certification is recognized as the standard of excellence for financial planners and its marks identify those individuals who have met the rigorous experience and ethical requirements of the CFP® Board and completed the 18–24-month process consisting of components including: Education ..read more

It 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 stock is something known as a “short squeeze.” Adding to the peculiar nature of the situation was the crowd of investors following the direction of a Reddit social media chat group call Wallstreetbets. We don’t have the time, and you probably don’t really want to know all of the details of what a “short squeeze” is, but we can give you the high points. Basically all you need to know is that s ..read more

We 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 because we don’t know what questions to ask. Here I will point out three factors that can diminish our efforts to accumulate wealth. 1. Investment Expenses: There are types of erosional (yes, that’s actually a word) expenses that act as a drag on the return on your investment portfolio. One is called an expense ratio. Whether you invest in index mutual funds or ETF’s or mutual funds actively managed ..read more

Senior Financial Advisor, Mark Beaver, was asked for his thoughts on the subject in a recent MarketWatch article. https://www.marketwatch.com/story/i-have-a-seven-figure-nest-egg-am-i-saving-too-much-for-retirement-2020-06-30?siteid=yhoof2&yptr=yahoo ..read more

One 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 for our children's college?" Check out the CNBC article here: https://www.cnbc.com/2019/04/10/wealthy-millennials-would-delay-retirement-to-send-kids-to-college.html ..read more

Updates 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) or HSAs, you will want to make sure you adjust those contributions since all of the limits have increased. 2019 Tax Brackets Limits and Phaseouts Download our complete ,2019 Tax Guide Here. This material does not meant to be tax, legal, or accounting advice and Keeler & Nadler nor any of its employees, or investment advisor representatives are in the business of offering such advice ..read more

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 Edmunds.com can help you see what others are actually paying for similar vehicles in your area. December and January are typically good months to shop. Dealers are trying to make room for the new model year, and manufacturers offer greater incentives in the form of cash-back rebates and attractive interest rates. When comparing cash-back offers with lower interest rates, often the cash-back offe ..read more

Mark 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: https://myfox28columbus.com/good-day-columbus/tips-for-get-your-finances-right-for-2019 ..read more