13 Reasons The Taxman Fears Keith Andre

As I was scanning the news this past week, and seeing the *continued* doom and gloom in our 24-7 world, the glut of “experts” who clamor for your inbox and your attention, and the unfortunate reality of our scattered, modern age … well, I just thought you should have a better idea about who would be guiding your finances and … Read More

Keith Andre13 Reasons The Taxman Fears Keith Andre

The Complexity of Social Security Benefits For Retirees

There is more than one election in our future. Yes, many are already tired of the presidential electioneering (though, I must say, if it weren’t for the fact that the next four years of our national direction were at stake, it would be much more entertaining than elections past!). But for many of us, whether it’s very soon or in … Read More

Keith AndreThe Complexity of Social Security Benefits For Retirees

Keith Andre On Keeping Your Mind Clear From Financial Junk

As we move into the fullness of spring here in , the nation seems to be holding its collective breath (and getting the popcorn ready) for what will prove to be a fascinating election cycle. I don’t presume to have any foresight into the matter, butwhat I can confidently predict over the next year is a significant amount of uncertainty … Read More

Keith AndreKeith Andre On Keeping Your Mind Clear From Financial Junk

Keith Andre’s Four Tips On Building Wealth

Ah, sweet May. I love it. The birds are chirping and the flowers are blooming. Once the weather begins to get warmer, you see people start thinking about summer and, of course, they want to lose weight to look good in their bathing suits. Why do so many wait until it gets warmer until they start thinking ahead? I’d like … Read More

Keith AndreKeith Andre’s Four Tips On Building Wealth

Keith Andre’s Three Tax Questions After Filing

By that subject line you might think that I’m referring to myself! After all, with the tax deadline behind us, I know that some friends of mine have asked if I just “kick back” and put my feet up by the pool the rest of the year. Actually, no. Not only do I LOVE what we get to do (though … Read More

Keith AndreKeith Andre’s Three Tax Questions After Filing

Andre’s Hope In A Complex Tax System

Part of me can’t believe that I’m taking the time to put together this note, now, the week of the big tax deadlines. But I also know if I don’t do it now, this tax season having been so full … well, I may be spending a few days in bed this week just to recover from all of the … Read More

Keith AndreAndre’s Hope In A Complex Tax System

Keith Andre’s Tax Extension Tips

Well, here we are. The personal filing deadline (April 18th) is *so* close. Yes, it’s officially the final week of tax season — and we are working our tails off for our clients! There’s a lot of “business” in this note, so please make sure you read it all — it could make a huge difference. (Honestly, I much prefer … Read More

Keith AndreKeith Andre’s Tax Extension Tips

Keith Andre’s Quick Guide to How to Work Smart

“I’ll get to it later…”No, I’m not talking about us doing your tax return! But come on — haven’t we all uttered that magical phrase, capable of assuaging all our fears, and brilliantly putting off tomorrow what could have been put off today? I’m talking to you, Mr. [or Mrs.] Procrastinator. Yet, do not fear! I’m not here to browbeat, … Read More

Keith AndreKeith Andre’s Quick Guide to How to Work Smart

Keith Andre’s 3 Essential Areas For Disaster Planning

I’m not just talking about tax disasters here. (And those are very real — believe me when I tell you that there have been a few clients who didn’t allow us to help them do some basic tax planning for this past year, and who are now reaping the whirlwind of unfortunate — and avoidable — tax bills. More about … Read More

Keith AndreKeith Andre’s 3 Essential Areas For Disaster Planning

Keith Andre’s Four Reasons For Monthly Financial Reports With Your Partner

The other day was the first day of spring — which seems to always rush past me in a caffeine-soaked blur. As you may understand, we’re a little “busy” this time of year! (This year, by the way, has been very encouraging on a variety of fronts — mostly because I have been excited to see some wonderful developments in … Read More

Keith AndreKeith Andre’s Four Reasons For Monthly Financial Reports With Your Partner