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
-
A New Year, A New Opportunity to Save with a 529 Plan
This article explains how a 529 plan can help a family save for college, including recent changes that have made these plans more flexible.
-
What’s Required of the Executor of an Estate?
Being named as the executor of an estate is generally an honor but settling an estate can be a difficult and time-consuming job. This article provides an overview of typical executor responsibilities.
-
Mutual Funds: What’s in Your Portfolio?
Mutual funds offer a convenient way to invest across a wide range of market activity. This article provides an overview of different types of mutual funds in order of typical risk.
-
Small Businesses Could Face Borrowing Challenges
Despite tougher lending conditions and higher interest costs, many people who need capital for business purposes may need to borrow money. This article discusses some common financing options.
Calculators
-
Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
-
Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
-
Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.
-
Loan Payoff
How much will it cost to pay off a loan over its lifetime?