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.
Wealth Management Solutions for Life
Healthcare Costs in Retirement
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Rightsizing for Retirement
What does your home really cost?
How to Make the Tax Code Work for You
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
It's important to understand how inflation is reported and how it can affect investments.
Is your estate in order? This short quiz may help you assess your overall strategy.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
The Economic Report of the President can help identify the forces driving—or dragging—the economy.
This questionnaire will help determine your tolerance for investment risk.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Use this calculator to better see the potential impact of compound interest on an asset.
Use this calculator to estimate your income tax liability, along with average and marginal tax rates.
Use this calculator to compare the future value of investments with different tax consequences.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
Are you ready for retirement? Here are five words you should consider.
Recent changes in estate tax laws could affect the strategy you have in place.
How will you weather the ups and downs of the business cycle?
Here are five facts about Social Security that might surprise you.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Have you explored all of your choices when it comes to managing your taxable income?