Elizabeth Keyser RSSA ,BFA, RICP, LTCP

Elizabeth Keyser RSSA ,BFA, RICP, LTCP As a Financial Planner, I specialize in financial planning services for a fee. I help negotiate the war you are having with your finances.

Everyone asks me how much money some needs to have to work with me. Money doesn't determine a good client. My ideal client is someone who understands, or is willing to learn, what a Financial Advisor can offer them and sees value in hiring me to help you achieve your goals and dreams. What are your financial concerns? What steps are you willing to take to achieve your dreams?

09/04/2026

Should you invest in cryptocurrency?

09/02/2026

The One Big Beautiful Bill Act, signed into law in July 2025, made permanent the suspension of the deduction for miscellaneous itemized deductions subject to the 2-percent floor, including unreimbursed employee expenses, and cannot be claimed on Schedule A of IRS Form 1040. If you are an employee, y...

09/01/2026

See key market data for the week ending August 28, 2026.

08/31/2026

If the value of your stocks, bonds, or other capital investments has increased substantially, there are a few steps you can take to minimize taxation. These include timing the sale of your capital assets, using capital losses effectively, and passing assets to heirs at your death. In addition, you m...

08/29/2026

The IRS has announced increased standard mileage rates for the second half of 2026.

08/28/2026

A home equity loan (often referred to as a second mortgage) is a loan for a fixed amount of money that must be repaid over a fixed term. Generally, a home equity loan:advances the full amount you borrow at the beginning of the loan's term, carries a fixed rate of interest, requires equal monthly pay...

08/27/2026

LPL Research explores how the U.S. debt surpassing $40 trillion could impact investor portfolios.

08/26/2026

In order to qualify for a VA mortgage, you must meet minimum service requirements.

08/25/2026

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08/24/2026

IRS Migration Data show that taxpayers are moving from higher-tax states to lower-tax states.

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Roseville, CA

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