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Our Products and Services. Should You Tap Retirement Savings to Fund College? There are three things to consider before dipping into retirement savings to pay for college. Should You Tap Retirement Savings to Fund College? There are three things to consider before dipping into retirement savings to pay for college. When Do You Need a Will? When do you need a will? The answer is easy: Right Now. When Do You Need a Will? When do you need a will? The answer is easy: Right Now. 160;   . Here are three tips.

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Sheridan Financial Services

Richard Sheridan

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ri●●●●●●●●●●●●●●@LPL.com

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Sheridan Financial Services

Richard Sheridan

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Sui●●●308

Anah●●●●ills , California, 92808

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Home | keystonewealth.net Reviews

https://keystonewealth.net

Our Products and Services. Should You Tap Retirement Savings to Fund College? There are three things to consider before dipping into retirement savings to pay for college. Should You Tap Retirement Savings to Fund College? There are three things to consider before dipping into retirement savings to pay for college. When Do You Need a Will? When do you need a will? The answer is easy: Right Now. When Do You Need a Will? When do you need a will? The answer is easy: Right Now. 160;   . Here are three tips.

INTERNAL PAGES

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1

Insurance

http://www.keystonewealth.net/resource-center/insurance

Our Products and Services. Insurance transfers the financial risk of life's events to an insurance company. A sound insurance strategy can help protect your family from the financial consequences of those events. A strategy can include personal insurance, liability insurance, and life insurance. The Other Sure Thing. Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared? The chances of needing long-term care, its cost, and strategies for covering that cost. Social...

2

Interest Rates: How Low Can They Go?

http://www.keystonewealth.net/resource-center/investment/interest-rates-how-low-can-they-go

Our Products and Services. Interest Rates: How Low Can They Go? The question used to be how low can interest rates go. Now its how long can rates remain at their historic low levels? Events on Wall Street. Can successful investors predict changes in the markets? Some can but others miss the market’s signals. A Look at Diversification. Diversification is an investment principle designed to manage risk, but it can't prevent against a loss. 5 Smart Investing Principles. Have A Question About This Topic?

3

Will You Pay the AMT?

http://www.keystonewealth.net/resource-center/tax/will-you-pay-the-amt

Our Products and Services. Will You Pay the AMT? Despite recent tax-law changes, many Americans are expected to pay the AMT this year. Making Your Tax Bracket Work. Have you explored all of your choices when it comes to managing your taxable income? How to Appeal Your Property Taxes. For homeowners who think their property taxes are too high, there are ways to appeal. Learn more about taxes, tax-favored investing, and tax strategies. Have A Question About This Topic?

4

Team

http://www.keystonewealth.net/team

Our Products and Services. Richard Sheridan, CLU, ChFC. President LPL Financial Consultant. For more than three decades, Dick has served as financial advisor to hundreds of successful business owners, executives, professionals and retirees. CLICK ON NAME TO VIEW FULL BIO. Click to read more. Doreen has over three decades of accounting and finance work experience. She is responsible for operational, administrative, and compliance functions. CLICK ON NAME TO VIEW FULL BIO. Click to read more.

5

Tax Resources

http://www.keystonewealth.net/tools/tax-resources

Our Products and Services. Click on one of the categories below to find forms, explanations, and other tools to help you manage your taxes. A list of important dates from the federal tax calendar. A full set of downloadable forms from the IRS. A full set of downloadable publications from the IRS. Tables to enable you to find your federal marginal income tax rate. Check the background of your financial professional on FINRA's BrokerCheck.

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