Keith Maeder Adviser

See key market data for the week ending November 6, 2026. tinybfs.com/t/tRswIy

Find out how rising rates can affect you as a consumer and investor. tinybfs.com/t/BNDZpf

The latest issue of Market Week is available. tinybfs.com/t/477eaC

Income shifting (also known as income splitting) may be defined as dividing income among taxpayers in a way that lowers the overall tax burden imposed on the income. Typically, income is shifted from higher bracket taxpayers to ones tinybfs.com/t/0Dm58q

A 403(b) plan is a popular type of retirement plan offered by public schools and tax-exempt employers. tinybfs.com/t/AZLYJX

See how the markets performed in October 2026 and year-to-date. tinybfs.com/t/L3yfi4

There may be personal (nontax) reasons why you would want to gift some or all of your business interests. There is also a good reason built into the tax code. tinybfs.com/t/uhiQap

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 tinybfs.com/t/ylytpv

The first step to anticipating the liquidity needs of your estate is to determine the value of your estate. tinybfs.com/t/FJ6NKv

Your principal residence offers a number of potential tax benefits, including the ability to deduct the mortgage interest and real estate taxes that you pay. You may also be able toexclude some or all of any capital gain resulting f tinybfs.com/t/LAzWyI

The latest issue of Market Week is available. tinybfs.com/t/SCel1y

The latest issue of Market Month is available. tinybfs.com/t/VYp4u4

See key market data for the week ending October 30, 2026. tinybfs.com/t/3ZvnOg

When do you plan to retire? What kind of lifestyle do you desire? How much do you have right now that you can count on for your retirement? What about Social Security; do you know what kind of benefits you can expect? These are all tinybfs.com/t/xIjbJC

The latest issue of Market Week is available. tinybfs.com/t/UMqTeT

See key market data for the week ending October 23, 2026. tinybfs.com/t/nSrSkC

The "401(k) plan," the popular name for a qualified cash or deferred arrangement (CODA) permitted under Section 401(k) of the Internal Revenue Code (IRC), has become one of the most popular types of employer-sponsored retirement pla tinybfs.com/t/NqWXj5

Economists expect yields on 10-year treasuries to stay over 5% well into 2027, in a sign that relief from high borrowing costs is nowhere on the horizon. tinybfs.com/t/3Iea0N

Learn how distribution funds can help you put income on autopilot. tinybfs.com/t/9zvYt3

An integral part of managing your personal finances involves properly maintaining your financial records. This is especially important in the event of a crisis or emergency so that you can quickly locate something if needed. tinybfs.com/t/XO9EIj