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
The Cost of Procrastination
Don't let procrastination keep you from pursuing your financial dreams and goals.
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?”
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
An inside look at how marginal income tax brackets work.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
If you are concerned about inflation—and expect short-term interest rates may increase—TIPS could be worth considering.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Understanding how a stock works is key to understanding your investments.
A company's profits can be reinvested or they can be paid out to the company’s shareholders as “dividends."
This calculator can help you estimate how much you may need to save for retirement.
Assess whether you are running “in the black” or “in the red” each month.
This calculator demonstrates the power of compound interest.
Use this calculator to estimate your income tax liability, along with average and marginal tax rates.
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to estimates your income tax liability along with average and marginal tax rates.
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.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Investors seeking world investments can choose between global and international funds. What's the difference?
Have you explored all of your choices when it comes to managing your taxable income?
When do you need a will? The answer is easy: right now.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Smart investors take the time to separate emotion from fact.