230 The SECURE Act with Robert S. Keebler, CPA/PFS, MST, AEP

Jason interviews Robert about the SECURE Act. Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished) is a partner with Keebler  & Associates, LLP and is a 2007 recipient of the prestigious Accredited Estate Planners (Distinguished) award from the National Association of Estate Planners & Councils. He has been named by CPA Magazine as one of the […]

Using life expectancy to plan for a long and healthy retirement

If you’re like the typical person, you probably have a good idea of when you want to retire. But have you put much thought into how long your retirement is set to last? Unlike a sabbatical or other major financial goals, it’s not always clear how long it will last because your retirement timeline depends […]