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  • The Latest Financial News

    The Latest Financial News
    2025/08/21
    With tariffs still in the news, unemployment rising and more volatility in the market, concerns remain among retirees as to what they should be doing. Pat and Jesse take a look at the news and reiterate that having a plan and making adjustments as needed with the help of a trusted financial professional can help people tune out the news and stay with their planand enjoy retirement. They also introduce a new phone number and texting options to contract their office for more information - (715) 800-8060.
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    29 分
  • Are Yuor Financial Plans Ready?

    Are Yuor Financial Plans Ready?
    2025/08/14
    It's been hard to keep up with all the changes going on in the economy, so how can you be sure your retirement plan is doing the same? Pat and Jesse discuss how you can tell and, with the help of a trusted financial professional, stay on track with your plan through all the changes that have taken place and those that are to come.
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    29 分
  • The President vs. The Fed

    The President vs. The Fed
    2025/08/07
    President Trump and Federal Reserve Chairman Jerome Powell have been at odds lately over interest rates, and there appears to be no end in sight to the stalemate. Pat and Jesse take a look at the issue and how it can affect one's retirement plan, as well as the best ways to make sure your plan takes everything into account to avoid, as best as possible, the volatility caused by this issue and many others in the economy going forward.
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    28 分
  • Can Tariffs Affect Your Retirement?

    Can Tariffs Affect Your Retirement?
    2025/07/31
    Pat and Jesse take a look at the subject of tariffs and how they can affect portfolios, and also opportunities to work around their effects and the volatility in the market they can cause.
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    29 分
  • Stressors and How to Plan Around Them

    Stressors and How to Plan Around Them
    2025/07/24
    Pat and Jesse revisit some of the various stress points that can cause people to question their retirement plans, and also how putting a specific plan together with the help of a financial professional can help relieve some of the stress involved.
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    28 分
  • The Big Beautiful Law

    The Big Beautiful Law
    2025/07/17
    The Big Beautiful Bill was signed into law by President Trump on July 4, and Pat and Jesse take a look at some of its provisions and how they will affect retirees.
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    29 分
  • Social Security and Volatility

    Social Security and Volatility
    2025/07/10
    Pat and Jesse look at a new report indicating Social Security may not be able to pay full benefits beginning in 2033, a full year earlier than previously indicated, and what to do to plan for this possibility if necessary. They also revisit market volatility and how having a plan can help people deal with the ups and downs of financial markets in their plan. Jesse also announces the new book The Journey Ahead: Building A Retirement Road Map becoming available very shortly. Anyone interested in getting a copy can reserve one by contacting the Keystone Financial office.
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    29 分
  • Volatility and the Dirty Dozen

    Volatility and the Dirty Dozen
    2025/07/03
    Pat and Jesse revisit the subject of market volatility, which can pop up at any given time, as well as what's known as the Dirty Dozen, which are some of the major tax scams identified by the IRS trying to scam people out of money.
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    29 分