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When will you reach your next Turning Pointe?


How Is Your Financial Health?

Changes to Social Security?

Provided by Keith Klein

The “Bipartisan Budget Act of 2015” which was signed into law in November of this year dramatically changes Social Security planning. Section 831 of the law, titled  “Closure of Unintended Loopholes,” impacted two powerful claiming strategies called “File and Suspend” and “Restricted Application.”

I Maxed Out My 401(k)! Now What?

now what.pngBy Kimberly Rotter with Keith Klein

Read on Investopedia

If you’ve already reached your 401(k) contributions limit for the year (or soon will), that’s a high-quality problem. But it’s still a problem. You can't afford to fall behind in the funding-retirement game (who knows what the cost of living will be when you stop working?). And losing the contribution's reduction in your gross income isn't going to help your tax bill next April, either.

If you can remember World War II, and have an IRA, it’s time to take your RMD!

Iwo Jima Stamp.jpg


by Keith Klein

Did you know that owners of traditional IRAs who are in their seventies have mandatory annual withdrawals from those IRAs by December 31 of each year? And guess what: Taking the withdrawal on time  saves the traditional IRA owner from a tax penalty equal to 50% of the required withdrawal amount.

5 Unexpected Steps to Maximize the Value of your Business, Sell and Retire

5 steps.jpgby Keith Klein

Most entrepreneurs perceive a financial conundrum as their business goes through the business life-cycle: from start-up to the ultimate transition or sale of the business and retirement: 

Should I be saving for retirement and protecting my family OR is my money better spent by reinvesting in my business?

5 reasons retirement planning is tougher for women

women.jpgBy Maryalene LaPonsie | Money Rates Columnist

With Keith Klein

The gender pay gap has garnered all sorts of media and legislative attention, prompting marches, committee hearings and petitions to Washington. There is even an Equal Pay Day (it was April 8 this year) to mark how far into the new year females must work to earn as much as men did the previous year.

The One Sure-Fire Way to Know the Best Time to Sell Your Business

When is the best time to sell your business?


In a recent article for Inc. Magazine, 5 Numbers That Can Predict the Perfect Time to Sell Your Company, John Warrillow makes the point that using external, or macroeconomic conditions to gauge the optimal timing of the sale of your business may be a mistake, and he proposes improving five internal metrics in order to maximize the value of your business.

I believe that this article is very valuable not only in terms of helping to determine the optimal time to sell your business, but also to help improve the overall value of your business.

Help! My Parents are Overspending!


By Gerri Detweiler

It’s been decades since your parents taught you about spending and saving, and now their behavior makes you wonder if they’ve forgotten everything they taught you. And yet they might see your questioning as an intrusion. What’s a perplexed adult child to do?

Financial planner Keith Klein, of Turning Pointe Financial Management in Phoenix, says he’s seen it before, and most changes in spending can be traced to one of two things. The happier one is a “bout of euphoria.”


The 5 Plus 2 Steps for Planning a Great Retirement

Should You Aim for Debt Free Living in Retirement?

Credit Card

By Keith Klein

Dealing With Debt


In an article for Kiplinger’s Retirement Report last year, Eleanor Laise offers some sobering statistics on retirees and near-retirees and how they are dealing with debt.

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