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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New Auto Loan Interest Deduction Explained
The One Big Beautiful Bill Act (OBBBA) provides an annual deduction of up to $10,000 for interest paid on qualifying new auto loans, effective for tax years 2025 through 2028.
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Goodbye Passwords, Hello Passkeys
As major tech companies, apps, and websites make passkeys their default security option, it’s likely you’ll be prompted to set them up to help secure your accounts.
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Important Tax Breaks for Pass-Through Businesses
Some owners of pass-through businesses may be able to deduct up to 20% of their qualified business income and/or take generous deductions for investing in qualified property.
Calculators
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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 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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Loan Payoff
How much will it cost to pay off a loan over its lifetime?