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Have You Ever Heard of a Legacy Contact?

Have You Ever Heard of a Legacy Contact?

Have You Ever Heard of a Legacy Contact?Jessica Hultberg, CFP®Apr 30, 2024 | 9 min readDid you know the only way to access a deceased person's iPhone (legally) is through a court order or other legal documentation? Both of these options sound time-consuming and...

Reminder: The Stock Market Goes Down Sometimes

Reminder: The Stock Market Goes Down Sometimes

Reminder: The Stock Market Goes Down SometimesMark Beaver Apr 19, 2024 | 8 min readIf you ask almost any longtime investor if the stock market can be volatile, they would say, "Yes." They may also tell you to "Ignore short-term market fluctuations" and "stay focused...

What is the Bank Paying YOU?

What is the Bank Paying YOU?

What is the Bank Paying YOU?Andy Keeler, CFP®Feb 23, 2024 | 9 min readWhat is the bank paying you on your savings? Most people realize that it’s usually not a lot. But there is some comfort in having a stash at the brick-and-mortar bank up the street. As you know, the...

2024 Tax Guide

2024 Tax Guide

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 IRA

Rolling a 529 into a Roth IRA

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 Dilemma

The Home Downsizing Dilemma

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...

Have You Ever Heard of a Legacy Contact?

Have You Ever Heard of a Legacy Contact?

Have You Ever Heard of a Legacy Contact?Jessica Hultberg, CFP®Apr 30, 2024 | 9 min readDid you know the only way to access a deceased person's iPhone (legally) is through a court order or other legal documentation? Both of these options sound time-consuming and...

Reminder: The Stock Market Goes Down Sometimes

Reminder: The Stock Market Goes Down Sometimes

Reminder: The Stock Market Goes Down SometimesMark Beaver Apr 19, 2024 | 8 min readIf you ask almost any longtime investor if the stock market can be volatile, they would say, "Yes." They may also tell you to "Ignore short-term market fluctuations" and "stay focused...

What is the Bank Paying YOU?

What is the Bank Paying YOU?

What is the Bank Paying YOU?Andy Keeler, CFP®Feb 23, 2024 | 9 min readWhat is the bank paying you on your savings? Most people realize that it’s usually not a lot. But there is some comfort in having a stash at the brick-and-mortar bank up the street. As you know, the...

2024 Tax Guide

2024 Tax Guide

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...

Have You Ever Heard of a Legacy Contact?

Have You Ever Heard of a Legacy Contact?

Have You Ever Heard of a Legacy Contact?Jessica Hultberg, CFP®Apr 30, 2024 | 9 min readDid you know the only way to access a deceased person's iPhone (legally) is through a court order or other legal documentation? Both of these options sound time-consuming and...

Reminder: The Stock Market Goes Down Sometimes

Reminder: The Stock Market Goes Down Sometimes

Reminder: The Stock Market Goes Down SometimesMark Beaver Apr 19, 2024 | 8 min readIf you ask almost any longtime investor if the stock market can be volatile, they would say, "Yes." They may also tell you to "Ignore short-term market fluctuations" and "stay focused...

What is the Bank Paying YOU?

What is the Bank Paying YOU?

What is the Bank Paying YOU?Andy Keeler, CFP®Feb 23, 2024 | 9 min readWhat is the bank paying you on your savings? Most people realize that it’s usually not a lot. But there is some comfort in having a stash at the brick-and-mortar bank up the street. As you know, the...