Keith J Maeder- Financial Advisor

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Keith J Maeder- Financial Advisor Seasoned financial advisor and insurance professional dedicated to empowering individuals and businesses to secure their financial future.

Financial Advisor | Retirement Planning | IRA's | Investments | Estate Planning Strategies | Life Ins

Book an appointment https://calendly.com/kmaeder-lincolninvestment With a deep understanding of both the financial and insurance landscapes, I offer comprehensive solutions that encompass investment strategies, retirement planning, risk management, and insurance coverage. By analyzing clients' unique circumstances and goals, I provide tailored recommendations to mitigate risks and optimize returns. My client-centric approach emphasizes education and transparent communication, ensuring my clients feel confident and well-informed in their financial decisions. Let's connect and discuss how I can help you safeguard your assets and achieve long-term financial prosperity. Advisory services offered through Capital Analysts or Lincoln Investment, Registered Investment Advisers. Securities offered through Lincoln Investment, Broker-Dealer, Member FINRA/SIPC.

10/18/2026

If you have more income than you need and are searching for ways to minimize your taxes, you might consider gifting unneeded income-producing assets to relatives in lower tax brackets. This strategy usually lowers overall taxes and can remove some interest, dividends, and capital gains from your por...

10/17/2026

For retirement plan sponsors, fee benchmarking can seem deceptively simple. Put provider A next to provider B, compare the numbers, and identify the lower-cost option.

10/16/2026

Asset allocation can help you manage the level and type of risks you face as an investor.

10/16/2026

An individual retirement account (IRA) is a personal savings plan that offers specific tax incentives to encourage you to save for retirement. Currently, there are two types of retirement IRAs. Traditional IRAs allow for tax-deductible contributions under certain conditions. Roth IRAs are funded wit...

10/16/2026

Watch out for these five factors that could derail your retirement.

10/15/2026

The general rule is that spouses are not responsible for each other's debts.

10/15/2026

The Federal Thrift Savings Plan (TSP) is a tax-deferred retirement savings and investment plan set up to help federal civilian employees and military personnel save for retirement.

10/14/2026

You can transfer your business by using a family limited partnership (FLP), an S corporation, or a limited liability company (LLC).

10/14/2026

A 100-year life means a 60-year career. Employers need flexible work arrangements that allow breaks, fewer responsibilities and new ways to contribute as needs change.

10/13/2026

The Economic Growth and Tax Relief Reconciliation Act of2001 made significant changes to IRAs and retirement plans. One provision ofthe act allows some low- and middle-income taxpayers to claim a partial,nonrefundable income tax credit (the "saver's credit") for contributing tocertain tax-deferred r...

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640 Johnson Avenue , Ste. 204
Bohemia, NY
11716

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