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.
5 Things That Seasoned Travelers Are Doing (That You're Not)
A collection of tips from professional travelers.
How Big is Money?
Learn a little about worldwide currency in this fun infographic
9 Facts About Social Security
There are things about Social Security that might surprise you.
China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Four vacation destinations you might never have thought of.
Tips on insuring your teen driver.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Assess whether you are running “in the black” or “in the red” each month.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
What is your plan for health care during retirement?
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
You’ve made investments your whole life. Work with us to help make the most of them.
Estate conservation is too important to put off. Do you have a smart exit strategy?
That big list of dreams and goals isn't the only way to look at your bucket list.