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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HOT TOPIC: Can Productivity Keep Driving the U.S. Economy?
This article looks at the importance of productivity to the U.S. economy, possible contributing factors to the recent surge, and the prospects for an extended period of strong productivity growth.
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Key Retirement and Tax Numbers for 2024
This article presents the IRS’ cost-of-living adjustments for 2024 that affect contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts.
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How Savers and Spenders Can Meet in the Middle
Couples who have opposite philosophies regarding saving and spending often have trouble finding common ground. This article offers some tips to learn to work with financial differences.
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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.
Calculators
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Mortgage Refinancing
Determine whether you should consider refinancing 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.
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Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.
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Loan Payoff
How much will it cost to pay off a loan over its lifetime?