Below you'll find a list of all posts that have been tagged as “Keith Norris”
Regardless of the timing and final details of comings tax reforms, it is important to work hand-in-hand with your tax advisor and your Financial Advisor to help you put a strategy in place to control what you can control and to address these four questions.
It is commonly thought that the three most important factors in real estate are location, location and location. Well, that age-old adage can also apply to a family’s savings and investment portfolio.
In the fast-moving world of college and professional athletics, it has been our experience that there are several misconceptions regarding benefits packages and employer-sponsored retirement plans. We will attempt to clarify two of the most common misconceptions and also share a case study showing their impact.
One thing you can control is your ability to make sure your financial planning is solid, especially if you find yourself battling through difficulties that may arise from an unexpected job change. Here is a checklist of action steps you may want to address sooner rather than later.
Countless families in coaching are facing the financial reality of a reduced income or benefits package in the near term. So now what?
With the beginning of preseason camp (hopefully) around the corner, there is no better time to make sure your financial affairs and budgets are in order.
Like a disciplined team that overcomes adversity, disciplined investors have reason to be hopeful their financial investments will prevail over uncertainty.
