Jeremy Keil
Jeremy loves helping people learn more about, and feel more confident about their money. After graduating from college, Jeremy started out by selling suits at Jos A. Bank and working on different political campaigns - which probably explains his love for wearing a tie and the joy he gets when saving money for clients through a tax strategy. You could probably guess this by the number of letters after his name, but since he started 16 years ago, Jeremy has read just about every book on financial, retirement, and tax planning and loves to apply that knowledge towards helping his clients. In fact, out of over 10,000 financial advisors in Wisconsin, only six have the unique combination of being a CERTIFIED FINANCIAL PLANNER(tm) professional AND a Chartered Financial Analyst(r) charterholder. Follow us on LinkedIn and Facebook . Learn more here .
Articles by Jeremy Keil
- Retirement & Income Planning
Retiring Soon? Answer These 3 Questions Before Leaving Work
It’s about whether you can turn that portfolio into reliable income that supports the life you want.
- Retirement & Income Planning
Retire Now or Wait? A High-Stakes Choice With Long-Term Consequences
Does it make sense to retire now… or is staying even two to seven more years’ worth far more to your lifetime retirement plan?
- Retirement & Income Planning
Age 59½ Isn’t the Gatekeeper to Retirement Anymore
If most of your retirement savings are in a 401k, waiting until 59½ may mean you’re working years longer than you actually need to.
- Retirement & Income Planning
Why Retirement Can Feel Confusing — And How To Turn It Into Your Most Fulfilling Chapter
Especially those approaching or entering retirement to talk about why this transition can feel unsettling and how to approach it with intention.
- Retirement & Income Planning
Retirement Income Made Simple: How To Choose the Right Account and Lower Taxes
Today I cover two simple strategies that can make your retirement withdrawals easier — and could even lower your tax bill along the way.
- Money & Life
Year-End Tax Moves Every Retiree Should Make Before December 31
I walk through seven year-end tax steps you should consider to make sure April brings fewer surprises and more savings.
- Money & Life
Maximize Your Social Security—Without Waiting Until 70
Let’s take a closer look at how they approached this decision — and what you can learn from their example.
- Retirement & Income Planning
Retirees: You Can’t Control the Market—but You Can Control This
I want to help you avoid the number one investing mistake I see retirees make: trying to control what you can’t control.
- Retirement & Income Planning
How Long Will Your Retirement Really Last? The Number That Could Make or Break Your Future
Why personalized longevity estimates are the most important number in your retirement planning.
- Retirement & Income Planning
3 Retirement Traps Even High Achievers Don’t See Coming
Elizabeth and I dive into 3 common mistakes these people make and explore some strategies to address them in retirement. #Retirement
- Retirement & Income Planning
How to Estimate Your 2025 Social Security Benefits
Accurate estimate, you need to take a closer look at how your benefits are calculated and make adjustments based on your own situation. #NCRetirementCenter
- Retirement & Income Planning
3 Essential Factors That Shape Your Social Security Income
Comparing the average and maximum Social Security benefit and counting down the 3 factors you can use to grow your monthly income. #NCRetirementCenter
- Money & Life
The Top 5 Regrets of the Dying—and How to Avoid Them
Sharing my thoughts on how you can apply this to your situation as you plan for retirement. #regrets #retirement
- Retirement & Income Planning
The Secret to Staying Connected and Thriving in Retirement
Unlocking the power of relationships to enrich your retirement and reap the health & wealth benefits of social fitness with Susan Hogan.
- Retirement & Income Planning
Preparing for Retirement: 5 Essential Steps for the Final Year
I’ll share some insights to help you avoid common pitfalls and ensure you’re ready for retirement when the time comes. #NCRetirementCenter
- Retirement & Income Planning
How To Prepare for a Market Crash Early in Your Retirement
5 keys to preparing your retirement plan to withstand a stock market crash. #NCRetirementCenter
- Retirement & Income Planning
Are You Spending Too Little in Retirement?
Today, we’re tackling a question that might surprise many: Are you spending too little in retirement? #NCRetirementCenter
- Retirement & Income Planning
How Retirees Avoid the Tax Bomb in Their Portfolios
How you can avoid the huge tax bills and Medicare surcharges that some retirees face. #NCRetirementCenter
- Multimedia
7 Principles of Financial Serenity
When you search for the best retirement advice, it’s the same response over and over: save your money. Go figure. #finance