Rightsizing for Retirement Ready for Retirement? The Cycle of Investing Social Security: By the Numbers

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The Keen Wealth Advantage

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We are always looking out for you. Retirement Planning and the issues that surround it can be overwhelming. Learn how we can help.

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Helpful Content

Retiree Health Care Coverage Overseas

Retiree Health Care Coverage Overseas

Retirees traveling abroad need to know that their health insurance travels with them.

Catch-Up Contributions

Catch-Up Contributions

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.

9 Facts About Retirement

9 Facts About Retirement

Regardless of how you approach retirement, there are some things about it that might surprise you.

 

Keeping Good Records is Good Business

Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.

A Primer on Dividends

A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."

Gun Ownership and Your Homeowners Policy

Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.

Global vs. International: What’s The Difference?

International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.

Four Really Good Reasons to Invest

There are four very good reasons to start investing. Do you know what they are?

New Trends Redefine Travel

The latest trends in travel reflect a rich menu of exciting new possibilities.

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Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

The Business Cycle

How will you weather the ups and downs of the business cycle?

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

18 Years Worth of Days

The average retirement lasts for 18 years. Are you prepared to fill that many days?

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

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