Keidan Financial Consultants, LLC was founded as an independent full-service firm to provide exceptional investment services and financial planning to our clients. We are dedicated to helping individuals, pension plans and trusts meet and exceed their financial goals. As a Registered Investment Advisor, we primarily manage investment portfolios on behalf of our clients to help them plan, build and preserve wealth.
At age 94, Warren Buffett recently announced his retirement as CEO of Berkshire Hathaway. This article focuses on investment fundamentals as well as tips and quotes from the famous investor.
It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.
After age 65, retirees can use HSA funds for any purpose without incurring a penalty.
Determine whether you should consider refinancing your mortgage.
How much will it cost to pay off a loan over its lifetime?
How much life insurance would you need to produce a sufficient income stream for your family?