Most folks who are financially successful learn how to use the power of compounding to their advantage. By starting to save and invest early, making consistent contributions, and sticking to their plan, folks can build wealth over time on their way to retirement. In many ways, improving your ROL operates on the same principle. Big, […]
Executive Summary Everywhere you turn, someone has a financial opinion — friends, family, podcasts, social media. Financial advisor Keith Demetriades has seen how overwhelming that noise can become. The challenge isn’t finding advice; it’s knowing what actually applies to your life. Understanding how to sort through conflicting opinions can help you stay grounded and confident […]
Retirement can be isolating for some seniors. Even if you’re married, your spouse might still be working or going about their own daily schedule. Your adult children are busy raising their own families. Some of your older friends and family might be on different retirement timelines than you are. And as you step away from […]
Advisor Serving Clients Nationwide from Wayne, Pennsylvania Kingsview Partners is pleased to spotlight Partner and Wealth Manager Leon Shelton, CFP®, CPWA®, who operates his advisory practice out of Wayne, Pennsylvania, serving clients nationwide. Leon brings a rare blend of scientific training, strategic discipline, and long-view thinking to his work, helping clients navigate complex financial decisions with clarity […]
Executive Summary After years of working with clients, financial advisor Keith Demetriades sees a clear trend: more people are entering retirement with debt than ever before. So the question isn’t whether you still owe money: it’s whether that debt fits the structure of your retirement plan. Understanding that distinction is key to managing debt in […]
Why is the first step always the hardest? There are so many things that can slow us down or trip us up on the way to where we want to go. Sometimes just imagining all those potential hurdles, sinkholes, slippery slopes, and dead ends is enough to keep us flatfooted at the starting line. If […]
Advisor Serving Clients Nationwide from Montgomery, Texas Kingsview Partners is pleased to spotlight Partner and Wealth Manager Brian Gremminger, AAMS®, who operates his advisory practice out of Montgomery, Texas, serving clients across the United States. Brian brings more than 15 years of experience to his work and is known for a disciplined, relationship-driven approach shaped by some of […]
Executive Summary After years of advising clients, Keith Demetriades says many of the decisions people assume they can handle in their 60s really belong in their 50s. This decade offers more control, more flexibility, and more opportunity to shape the retirement you want. Understanding what to address now can help prevent costly mistakes later. See […]
We tend to think of “family traditions” as things that we do around holidays and celebrations. But the more your family grows, the more it tends to pull itself in different directions. Work, school, sports, and arts can divide the family calendar into individual to-do lists. Sprinkling a few more traditions throughout the year could […]
Executive Summary After 14 years of working with clients, I’ve noticed something: no matter who walks into my office, I almost always end up answering the same handful of questions in our first meeting. People want clarity, and these five questions show up every time. See an in-depth exploration of this topic here: https://www.youtube.com/watch?v=ffuaMHdSgFo Take […]