Keith Fredrickson Wealth Advisor

The Investment Accounts You Should Prioritize When You Have a Baby A step-by-step guide for where to put your money for your child’s future

Payroll Deduction IRA Plan A payroll deduction IRA plan is really nothing more than a special type of program that you can establish to allow your employees to contribute to their own IRAs via payroll deduction. It can be offered to your employees as an alternative to a more conventional employer-sponsored retirement plan [su...

Should You Pay Off Your Mortgage Before Retirement? Paying off a mortgage before retirement is a personal decision, and one that likely depends on your specific financial situation.

The World War I Pilot Who Is Still Shaping America’s Best Golf Courses Rare aerial photographs taken a century ago by Colonel J. Victor Dallin guided the restoration of Aronimink Golf Club. This week, his work will help decide the PGA Championship.

Market Month: April 2026 The latest issue of Market Month is available.

It’s not just about investing – it's about securing your family's future. I will help you navigate every step, from retirement planning to estate management. Let's build your legacy together!

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Traditional IRAs A traditional individual retirement account (IRA) is a personal savings plan that offers certain tax benefits to encourage retirement savings. Contributions to traditional IRAs are either tax deductible (the money goes into the IRA pre-tax) or nondeductible (you pay income tax on the money that goes...

Don’t Get Too Comfortable. Your Quality of Life Depends On It. Research shows that vitality is improved by challenging avoidance, stasis and soothing habits—and instead leaning into uncertainty and discomfort.

Can Spending More Improve Your Health and Prolong Your Life? The desire to live longer and healthier lives has spawned a growth in services and supplements. So what works best?

Bill Seeks to Fix Roth Rollover Glitch A bill currently in Congress would allow rollovers from Roth IRA to workplace Roth plans for low-balance accounts.

The Great Wealth Transfer Has Begun. A Third of Families Have Already Moved Some Assets to the Next Generation. The handover of generational wealth presents challenges and opportunities for financial advisors. A new UBS report has advice.