Keith Martin
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Getting Preapproved with RCU
What’s a preapproval? Getting preapproved means you've been approved in advance by a lender for...
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Annual Market Review 2022
How inflation impacted 2022 and how it translates to the current market and the future months ahead.
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What is a rollover IRA
There are at least two reasons to consider keeping your employer plan rollover separate from your contributory IRAs.
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What is a Roth 401(k)
Making Roth 401(k) contributions could play an important part in enhancing your retirement income.
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November Market Recap
The market rallied in November; the second monthly advance in a row.
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Three Stretch IRA Alternatives
Alternative ways to preserve your wealth and pass on to your beneficiaries.
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Year-End 2022 Tax Tips
Potential tax moves to consider before the end of the year.
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Establishing a Financial Safety Net
Setting up a cash reserve can ensure you are protected should a financial emergency arise in the future.
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Top Year-End Investment Tips
Strategic savings and investing decisions now can affect financial goals and the amount of taxes due next April.
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October Market Recap
Overall, the economic indicators for October were positive with stocks closing higher and increased personal spending.