Retirement Planning Strategies - January 2020

Meet Keith Brand

HE’LL HELP YOU SEE THE BIGGER PICTURE

Since this past November, Keith Brand has been helping the team at Retirement Planning Strategies figure out what clients want in the short term and plan for what’s best in the long term. These are strategies we’ve wanted to revitalize for a long time, so when Keith was also looking to breathe some novelty into his life, it was like the stars aligned. After working as a private client consultant for a large corporate firm for 20 years, Keith was ready for a change and really

Keith has always wanted to help people plan and manage their assets, but his passion for working to see the bigger picture sparked during the market crash of 2008. “I really saw the need to help people stay disciplined with long-term financial plans instead of just concerning themselves with the short term,” Keith says. “That’s when I became a certified financial planner because I wanted to help the people behind the portfolio, not just the portfolio itself.” This holistic approach is exactly the mindset we try to instill in all our clients, and Keith’s embodiment of it is already leading to smarter decisions for many. As a man who understands the importance of the bigger picture, Keith spends much of his time outside of work focusing on family. Each of his three kids is in their teens and pursuing their own interests and passions, and Keith is there to support them every step of the way, whether it involves volleyball, marching band, or church activities. After achieving his dream of building a home from the ground up, Keith is now turning his eye to restoring an old Mustang, something he’s also accomplished in the past. Apparently when you’ve got an eye for the endgame, there’s a lot you can achieve. That’s why we’re so thrilled to have Keith on our team.

grabbed the bull by the horns. He quit his job of two decades, built a brand-new home, and got married, all in the year before starting his first day with Retirement Planning Strategies as our newest client services specialist. “My previous job had become flooded with dreaded corporate vibes,” Keith says. “There wasn’t much room for my voice to be heard, which meant I wasn’t being given the opportunity to provide my clients with the services they deserved.”

CTRL, ALT, DELETE YOUR CLUTTER

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TAGLINE Tips for National Clean Up Your Computer Month

Everyone relies on technology. Computers, laptops, tablets, and phones are staples of modern life. However, it’s easy for these devices to become cluttered with old photos, files, and general disorganization. Luckily, January is National Clean Up Your Computer Month and an excellent time to get your technology in order. START BY DUSTING Over time, computer towers can become clogged with dust, which creates additional, unwanted heat within your computer. Regular cleanings will increase the lifespan of your computer and protect its essential components. Compressed air is great for removing most of the dust and other particulates. If the fans or filters are too dirty, you can remove them from the tower to clean them better. If you use water or liquid cleaning products on them, be sure they are completely dry before placing them back into your computer. ORGANIZE YOUR FILES Naming and arranging the files on your computer in such a way that they’re easy for you to find can end up saving you a lot of time.

Declutter your workspace by creating one file for pictures, one for Word documents, one for spreadsheets, and one for programs to eliminate the hassle of frantically searching for the files you need. BACK UP YOUR COMPUTER Be sure to back up your computer before you start deleting things. This acts as a safety net in case you delete something you didn’t mean to. Additionally, consider installing a second hard drive. The extra space can help with storing important files without having to worry about how much room is left. CLEAN UP SPACE Any files you’ll never use again should be deleted. Likewise, any programs you haven’t used in a while should be uninstalled. Check your hard drive for files that might be taking up unintended space on your computer. And remember to empty the recycling bin — it’s easy to forget just how much goes in there.

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