Executive Summary Roth conversions can be a powerful tool for reducing taxes in retirement, but only if you use them at the right time. For many retirees, the most tax-efficient moment to convert happens during a narrow window between retiring and taking Required Minimum Distributions (RMDs). Keith Demetriades, CFP®, CKA®, explains the logic behind conversions, […]
Former Edward Jones Advisor Opens Office in Powell, Ohio Kingsview Partners is proud to welcome Partner and Wealth Manager Terry Hoppmann, AAMS®, who operates his independent practice from Powell, Ohio, serving clients throughout the Midwest and beyond. Terry brings more than two decades of financial advisory experience to Kingsview, guiding families, executives, and business owners […]
Executive Summary Most people enter retirement with a solid plan for their finances, but many overlook the life rhythms that truly shape fulfillment. Keith Demetriades, CFP®, CKA®, shares the five most common regrets retirees express about their 50s and 60s and explains how you can avoid them by treating this season as a window of […]
Executive Summary You can reach all your financial goals, just not all at once. The key is deciding what needs your attention now and what can wait until later. When you break your goals into short-, mid-, and long-term priorities, you give each one room to grow. Pair that with the right kind of investment […]
Former Edward Jones Advisor Opens Office in Mountain Home, AR Kingsview Partners proudly announces the opening of their newest independent office in Mountain Home, AR, led by Partner and Wealth Manager Andy Farmer, AAMS®. Andy, a former Edward Jones advisor, brings over 20 years of financial experience to the Kingsview platform. Andy began his financial […]
Executive Summary Preparing your heirs to manage wealth is just as important as preparing the wealth to be managed. Traditional estate planning handles the logistics, but without communication, collaboration, and cultivation, your legacy may not last. Passing down values, context, and responsibility ensures that what you’ve built continues to serve your family and the greater […]
Executive Summary Work-life balance gets talked about a lot, but for many people, it still feels out of reach. We’re told to push hard early, save enough, and wait for balance to come later. But by the time “later” arrives, the opportunities we hoped to enjoy may not be there—or we may not have the […]
Executive Summary Diversification is often treated like a numbers game—the thought is, if you add more holdings and mix up the sectors, you’ll be covered. But the truth is, more positions don’t automatically mean more protection. Real diversification is about purpose, not volume. If you don’t know why each investment is in your portfolio or […]
Former Edward Jones Advisor Opens Office in Steubenville, OH Kingsview Partners proudly announces the opening of their newest independent office near Steubenville, Ohio, led by Partner and Wealth Manager Paul Sweeney II, AAMS®. A Steubenville native, Paul brings over 11 years of financial experience to the Kingsview platform, along with a remarkable background in both […]
Executive Summary Most people think giving means losing something. But if you do it right, generosity doesn’t leave you with less—it leaves you with more. More clarity. More impact. More purpose. When giving is part of your financial strategy, it increases your impact without sacrificing your security. Want to watch an in-depth exploration of this […]