Blog

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 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?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 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 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 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...

Investing During an Election YearAbby RoseAugust 7th, 2024 | 9 min readHow is the market impacted by an election year and what allocation changes should you be making because of it? These are just some of the many questions people ask before and during the election...

The foundation of a strong financial planMIKE KLUBNIKJuly 9th, 2024 | 7 min readWhen building a home, it’s easy to get absorbed thinking about how you will decorate it and to start envisioning the memories that will be made in that house – holidays, birthday parties,...

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 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...

2025 – 2026 FAFSA Filing DelaysAbby Rose Sept 30th, 2024 | 9 min readAs we wrap up the third quarter of 2024 and enter the fall season, typically this means our clients with college-age children are entering “FAFSA Season.” Also known as the Free Application for...

Investing During an Election YearAbby RoseAugust 7th, 2024 | 9 min readHow is the market impacted by an election year and what allocation changes should you be making because of it? These are just some of the many questions people ask before and during the election...

The foundation of a strong financial planMIKE KLUBNIKJuly 9th, 2024 | 7 min readWhen building a home, it’s easy to get absorbed thinking about how you will decorate it and to start envisioning the memories that will be made in that house – holidays, birthday parties,...