Welcome to Tactical Wealth Management
"Your local connection to the world markets"
Kevin Richardson is a CERTIFIED FINANCIAL PLANNER™ certificant and Chartered Retirement Planning Counselor® whose mission is to see his clients secure in their financial future.
As a registered representative of LPL Financial. Kevin provides independent objective advice with no restrictions on investment products and no ties to any financial entities. He works strictly on your behalf. Trusted financial advice, investment education and market insight are valuable components of the client relationship. Adjusting to volatility in the market—strategies for helping to preserve your assets- while striving for growth and planning for retirement are not mutually exclusive endeavors. It requires a disciplined approach to working toward financial goals and that is where Kevin’s commitment allows him to stay focused on the task at hand—your financial independence.
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Making a Charitable Contribution
There are benefits and limitations when you decide to donate stock.
What's My 2023 Tax Bracket?
Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed.
Keys to preparing to grow wealthy together.
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
What’s your most pressing priority right now? This interactive guide will walk you through the process of assessing your business priorities and provide actionable insights to bring them to fruition. You can also take the self-assessment to help you get started on planning your next steps.
Take the long view - 5 tips for staying on track even during volatile times
Physical fitness and financial fitness are inextricably linked, says financial advisor Pamela Gilmour. Ignore your health or your wealth, and it can catch up to you.
Are women prepared for a 20-year retirement?
Use this calculator to compare the future value of investments with different tax consequences.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate your monthly and annual income from various IRA types.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how much income may be needed at retirement to maintain your standard of living.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
Around the country, attitudes about retirement are shifting.
Learn how to harness the power of compound interest for your investments.
When do you need a will? The answer is easy: Right Now.
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
Have you explored all your options when it comes to managing your taxable income?
What if instead of buying that vacation home, you invested the money?