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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 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 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.

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...

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...

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...