Our advisors think clearly and bring a high degree of perception to the financial planning and investment process.
At Keen Wealth Advisors we understand what is important to you and are attuned to your personal needs.
We are interested in your success and create a detailed road map to take you to precisely where you want to go through all stages of your life.
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
A Brief Guide To Condo Insurance
Important items to consider when purchasing condo insurance.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
The item most homeowners forget on their home improvement project checklist is insurance.
Investors who put off important investment decisions may face potential consequence to their future financial security.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Five creative (and inexpensive) ideas for motivating your employees.
Use this calculator to estimate your capital gains tax.
Determine your potential long-term care needs and how long your current assets might last.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate how much you have the potential to earn during your working years.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
What is your plan for health care during retirement?
Smart investors take the time to separate emotion from fact.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Understanding the cycle of investing may help you avoid easy pitfalls.
When do you need a will? The answer is easy: Right Now.