Keith & Company Financial Services, LLC

02/05/2021

I worked for many years in a small business without a retirement plan. If you own a small business, let me show you how easy it is to get a plan started. Let’s start the conversation today.

Feel free to call or text me.
Terry Keith, 1-910-585-0865
You can also book online through my FB page.

The Bureau of Labor Statistics’ (BLS) Annual National Compensation Survey found that 78% of all full-time civilian workers had access to retirement plans at work, with 83 % of them participating in these plans. For private sector workers, BLS found the access and participation rates are 74% and 80...

02/05/2021

We all appreciate and respect what our educators are accomplishing during these different times.

Statistics show the impact of learning loss during the pandemic, while experts offer suggestions for how best to restart in-person education.

02/04/2021

https://www.facebook.com/DogoodBegoodMakegood/posts/236648171362366

This is part of a series of posts from nominees for our LifeChanger of the Year educator recognition program. We meet scores of fascinating LifeChangers every year who have interesting perspectives…

02/03/2021

https://www.facebook.com/DogoodBegoodMakegood/photos/a.125496415810876/228902725470244/

Now that it's , our friend Merle wants to know: How are YOU planning for tomorrow?

02/02/2021

https://l.facebook.com/l.php?u=https%3A%2F%2Fs.frk.com%2F3cCCPZL%3Ffbclid%3DIwAR1KfuiOYf-vx4T9ap30BnQJ9P4WNyEFKQSivYDXcJMhFrHgyTMgOgUqTYM&h=AT3ibX_3n2uMtEuHLSsWJicBwMWjBrBc8zE5eVc6IbhY6gKgFYPzwJ16hEysuQbDCk-SfWF8U7KzayiIOu145EDV-Zrieb_zkiRTZelKYKc8dT8uGnWPvQQiE-edK937sC5_&__tn__=-UK-R&c[0]=AT3OSELGHp5tw1IFroGN033u6fAPKBljvf0HHEYbX35GvYcQR3rCYvOh2LllrD1e0aoXFIKIkO26fKLekm6llcCAKw-8FZSW6jigBhx6n_H8A99yODUTYtpK9mMhDpXNiaEIw7oa_FcL5_slJA7NxZhFr5mdhNbDYXIDmWrHUky1L3H3g_FQQQhDKRxGXRZltvWEY3E

Fiduciary Trust International Managing Director Craig Richards examines possible tax implications for individuals under President Biden’s administration.

02/02/2021

https://www.facebook.com/DogoodBegoodMakegood/photos/a.125496415810876/231218065238710/

You can be preparing for retirement no matter your age or where you're at in life. I can help you get one step closer to retirement. Let's chat!

02/02/2021

Confidence in Saving and Investing is a Key to Success!!!
Let's start the conversation today.

While the current low interest environment is great for mortgages and other debts we may hold, it can mean something different for our retirement savings. Whether you’re just getting started with a…

02/01/2021

https://www.capitalgroup.com/individual/planning/retirement-planning/roth-iras.html

Roth IRA's are a GREAT Tool for Tax-Free Distributions in Retirement. Let's open your new Roth IRA today by scheduling your personal and private appointment. Let's start the conversation TODAY !!!

Get an in-depth look at the key features and benefits of Roth IRAs. American Funds can help educate you.

02/01/2021

It's Tax Time! Now is a great time to review your Retirement Plans and make contributions into your IRA to help offset 2020 taxes due. A ROTH IRA is also a great option for Tax-Free Distributions in Retirement. We also work with Small Business owners to craft custom Retirement Plans like SIMPLE and SEP IRA's. Let's start the conversation today...I can meet by Zoom, In-Person, or talk by phone. My cell phone is 1-910-585-0865. Terry Keith.

Use the link below to Book and Appointment Today!

We will meet to discuss your Financial Needs and Concerns. I will be prepared to listen to your questions and concerns regarding any financial matters you wish to discuss. I will also be open to giving you structured and well thought out financial advise and direction.

12/31/2020

https://agentblog.nationallife.com/happy-new-year-from-national-life-group/?utm_source=Agents%2C+Field+%26+Home+Office&utm_campaign=483bf4d2a7-EMAIL_CAMPAIGN_2019_10_03_12_09_COPY_01&utm_medium=email&utm_term=0_9ba89a4579-483bf4d2a7-426140597

In a challenging year, we want to thank you for your commitment to helping provide peace of mind to your customers. Thank you for partnering with National Life Group, and continuing to Do Good with…

12/24/2020

Merry Christmas from our family to yours. May your Christmas be Merry and Bright.
Terry and Tonya Keith.