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 Basics of Medigap Policies
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Money Draining Food Myths
These food myths will really put a drain on your wallet.
Mortgages in Retirement
Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.
A Look at Whole Life Insurance
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
U.S. Personal Savings Rate
What can be learned from the savings rate?
Types of Stock Market Analysis
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Directors and Officers Liability Insurance
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
What's New for Social Security?
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
Preparing for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
View all articles
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
View all calculators
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
View all presentations
Risk Tolerance: What’s Your Style?
Learn about what risk tolerance really means in this helpful and insightful video.
Encore Careers: Push Your Boundaries
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
Questions to Consider When Buying a Vacation Home
Doing your research is key before buying a vacation home.
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.