Blog
Wondering How Much to Save for Retirement? Answer These 8 Questions to Find Out!
The most common question we hear when it comes to retirement planning is “How much do I need to retire?” Here, we help answer that question!
Read More
Got Taxes? 10 Tips for Minimizing Your Tax Bill & Maximizing Your Savings
Tax planning doesn’t have to be overwhelming or complicated. Use this guide to minimize your tax bill and maximize your savings.
Read More
How My Accounting Background Helps My Wealth Management Clients
Todd Stepke spent years working as an accountant. Here’s how that helps him be a better financial advisor to his wealth management clients.
Read More
Why I Became a Financial Advisor
Todd became a financial advisor to help those who were struggling to manage their financial needs. Here’s his story.
Read More
5 Steps to an A+ College Plan
Have you started saving for your child’s future education costs? If not, here are five steps to get started.
Read MoreShow All
Is a Downturn On the Horizon? How We Watch Over Your Money
Does the state of the world and the markets have your head spinning? Key Wealth Management watches over your money so you can stress less.
Read More
How Much Risk Is in Your Portfolio?
How do you invest to grow your money to sustain you in the future without taking on too much risk in the process? Let Key Wealth Management help!
Read MoreJanuary 11, 2021 - Markets Start 2021 on a High
The Week on Wall Street Shrugging off COVID-19 infections and the disruption at the Capitol on January 6, stocks powered higher to kick off a new year of trading.The Dow Jones Industrial Average gained 1.61%, while the Standard &...
Read MoreJanuary 4, 2021 - The Year in Review
The Week on Wall Street Stocks moved higher during a holiday-shortened week of trading, capping off a turbulent, but otherwise strong year for equity investors. The Dow Jones Industrial Average gained 1.35%, while the Standard &...
Read MoreDecember 21, 2020 - Vaccine Rollout Spurs Markets
The Week on Wall Street Stocks climbed higher amid the COVID-19 vaccine rollout and an improving outlook for a fiscal stimulus bill.The Dow Jones Industrial Average, which has lagged all year, gained 0.44%. The Standard & Poor’s 500...
Read MoreDecember 14, 2020 - Cases Rise, Stocks Retreat
The Week on Wall Street Stocks retreated last week on rising COVID-19 infections and slow progress on an economic relief bill. The Dow Jones Industrial Average dipped 0.57%, while the Standard & Poor’s 500 dropped 0.96%. The Nasdaq...
Read MoreDecember 7, 2020 - Is Stimulus Near?
The Week on Wall Street Stocks marched higher last week on an improving outlook for the passage of a fiscal stimulus package. The Dow Jones Industrial Average rose 1.03%, while the Standard & Poor’s 500 tacked on 1.67%. The Nasdaq...
Read MoreNovember 30, 2020 - Dow Hits 30,000
The Week on Wall Street Stocks surged last week, ignited by another COVID-19 vaccine announcement, encouraging economic data, and the easing of political uncertainty.The Dow Jones Industrial Average rose 2.21%, while the Standard &...
Read More9 Facts About Social Security
Tip: How Much? Check your Social Security earnings and see an estimate of your benefits on the website, www.ssa.gov. Social Security’s been a fact of retirement life ever since it was established in 1935. We all think we know how...
Read More