What value does a financial advisor actually provide? This may surprise you, but the value of a quality financial advisor goes far beyond portfolio advice. It’s about
Not surprisingly, one of the most common goals financial planners help their clients with is analyzing cash flow in retirement so they can live their
Every once in a while, someone asks me, “Where did you come up with the name, Keystone Financial?” I love this question, because I am
Most people plan to leave the workforce at some point in their life. While some have a desire to maintain a sense of purpose by
Although I had several jobs as a kid, one of my earliest jobs was a paperboy for the Cedar Falls-Waterloo Courier in my Iowa hometown.
When I think of retirement, I think of spending a month traveling throughout Asia tasting exotic cuisines. I want to go fishing in Alaska with
There is a lot going on in the financial world, and as a financial planner, I get excited because we love change! The nice thing
Divorce is one of the most emotional experiences people may contend with in their lives. With the exception of Ross Geller on Friends, most people
Who knew tax reform could be so easy? Less than two weeks after going to conference, Republicans reconciled the differences between the House and Senate
An often overlooked aspect of financial planning is considering health insurance options. Health care costs continue to rise, and as you grow older the likelihood