7 Year-End Money Moves Before December 31
Jeremy Keil explores 7 money moves you can consider before the new year to lower your taxes and keep more of your money in retirement.
5 Top Milwaukee Financial Advisors You Need to Know (2025)
If you’re looking for a Milwaukee Financial Advisor you’ve come to the right place! Read on to learn the steps to finding a financial advisor near me.
Tax-Efficient Giving: Qualified Charitable Distributions (QCDs)
Jeremy Keil explains how to utilize Qualified Charitable Distributions (QCDs) to lower your taxes in retirement and maximize the impact of your giving.
Step 3 of Your Retirement Master Plan: How to Keep More of What You Earn
Learn how to keep more of your retirement income through tax planning in step 3 of the 5 step retirement plan.
Wisconsin Retirees: $24,000 Now Tax-FREE at Age 67!
Jeremy Keil explains the new tax break for retirees in Wisconsin effective in 2025. If you’re a retiree living in…
How to Take Advantage of the New $1,700 Federal SGO Tax Credit
Understanding the 2027 Scholarship Granting Organization tax credit created from the One Big Beautiful Bill.
How the SALT Deduction Cap Works If You Make Over $500,000 (2025 Tax Update)
Explaining the State and Local Tax (SALT) tax torpedo that has emerged from the Big Beautiful Bill.
New 2025 Senior Tax Deduction: How Retirees Can Save Thousands on Taxes
Understanding the senior bonus tax deduction that begins under President Trump’s “One, Big, Beautiful Bill” beginning on 2025 federal returns.…
Trump’s One Big Beautiful Bill: What It Really Means for Your Retirement
Jeremy Keil explores the incoming changes resulting from the “One, Big, Beautiful Bill” and how they might impact your retirement.
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In the Retire Today podcast, Jeremy Keil, CFP®, CFA® shows you how to create your dream retirement. Listen in as Jeremy and his guests guide you towards making smarter retirement, investment, and tax planning decisions. Learn more about your money, feel better about your money and make better money decisions.