Estate and Retirement Strategies
This web site is operated by a Registered Representative associated with SagePoint Financial, Inc., a registered Broker/Dealer, member FINRA/SIPC. The web site owner, Timothy D. Keefe is registered to discuss with or offer investment & financial services & products only to residents of the states within which he is registered. Securities related services may not be provided to individuals residing in any other state. Timothy D. Keefe is registered in Arizona, California and Indiana. The information offered is for informative purposes only. None of this information is to be construed as an offer to buy or sell securities referred to within or otherwise. Neither Timothy D. Keefe nor SagePoint Financial, Inc. makes any guarantee as to the accuracy or completeness of this information.
Timothy D. Keefe is Managing Member of Legacy Solutions, Inc. and strongly advocates comprehensive asset management strategies for his clients. This usually begins with a thorough review of estate planning issues and completion of appropriate estate planning documents. Then the other areas of investment planning, risk management planning, and tax reduction strategies are addressed.
Newsletters
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Why the EPA is Focusing on “Forever” Chemicals
In March 2023, the Environmental Protection Agency proposed the first federal limits for six types of per- and polyfluoroalkyl substances, or PFAS, in public drinking water.
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Bond Yields Are Up, but What Are the Risks?
After years of low yields, bonds are offering higher yields that may be appealing to investors regardless of their risk tolerance. This article provides an overview of bond risks.
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HOT TOPIC: What’s Happening in the World of Higher Education?
This article covers the decline in college enrollment, recent developments in student debt and financial aid, and tips for making cost-effective decisions.
Calculators
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Loan Payoff
How much will it cost to pay off a loan over its lifetime?
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
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Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.
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Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.