Posts by John Keyes, Wealth Advisor
Video: 529 College Savings Plans: Things to Know
Happy 5/29 Day – a national event celebrating saving for college and the benefits of 529 college savings plans! This day serves as a great reminder that it’s both easy and attainable to cover future educational expenses if planned for ahead of time. 529 College Savings Plans: Things to Know Video Transcript: Have you thought…
Read MoreVideo: Taxes On Investments: What You Should Know
Do you or your advisor pay attention to taxes associated with your investments? Wealth Advisor, John Keyes explores some of the basics of taxes involved with investments as well as some general things to consider throughout the year. Taxes On Investments: What You Should Know Video Transcript: With tax season in full swing, I’m sure…
Read MoreVideo: 3 Smart Money Moves to Get You Back on Track in the New Year
With the new year underway and a chaotic 2020 behind us, now is a great time to evaluate what you are doing financially. What are some ideas for goals? How do you get started or back to neutral? John Keyes shares 3 steps you can take today to help accomplish your financial goals or get…
Read MoreVideo: Social Security Cost-of-Living Adjustment Increased for 2021
The Social Security Administration just announced that the official Cost-of-Living Adjustment (COLA) for next year will increase by 1.3%. In this video, we’ll take a look at what that might look like for you if you are currently receiving social security. Social Security Cost-of-Living Adjustment Increased for 2021 Video Transcript: Hey everyone, this is…
Read MoreVideo: Ask Petersen Hastings – As an investor, what is in my control?
🎯 Focus on the things you can control. 🎯 Pay attention to, but don’t worry about what’s out of our control. John Keyes takes a dive into the importance of focus — and specifically, the ability to focus on what you can control to help achieve financial success in this week’s installment of #AskPetersenHastings. As…
Read MoreVideo: Ask Petersen Hastings – What is a fiduciary and how might it pertain to my investments?
It comes as no surprise that many people can be somewhat skeptical about hiring a wealth advisor. So, how do you select a wealth advisor that you can trust? And how do you find an advisor that legitimately puts your interest above their own? In this installment of Ask Petersen Hastings, Wealth Advisor, John Keyes,…
Read MoreVideo: Ask Petersen Hastings – Is now a good time to work with a financial advisor?
In this installment of Ask Petersen Hastings, Wealth Advisor, John Keyes, addresses why one should work with a financial advisor. Here’s what you need to know! Is now a good time to work with a financial advisor? Video Transcript: Hi, my name is John Keyes, Wealth Advisor at Petersen Hastings. With all the changes…
Read MoreVideo: Ask Petersen Hastings – What is rebalancing and how can it help my portfolio?
In this installment of Ask Petersen Hastings, Wealth Advisor, John Keyes, answers a common question regarding rebalancing. Here’s what you need to know! What is rebalancing and how can it help my portfolio? Video Transcript: Hello everyone. I am John Keyes, Wealth Advisor at Petersen Hastings in Walla Walla. A question I often get is “I’ve heard of…
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