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.
A Penny Saved is Two Pennies Earned
Here are some simple and inexpensive energy-saving tips that may help you save money.
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
The Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Here are 5 reason why you may consider working through retirement.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
There are things about Social Security that might surprise you.
Can you keep up with your children’s mobile slang?
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Assess whether you are running “in the black” or “in the red” each month.
Estimate how much of your Social Security benefit may be considered taxable.
Use this calculator to compare the future value of investments with different tax consequences.
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
Here’s a quick guide to checking to see if you have unclaimed money.
Making the most of surprises is a great reason to work with us.
The average retirement lasts for 18 years. Are you prepared to fill that many days?
What is your plan for health care during retirement?
It's easy to let investments accumulate like old receipts in a junk drawer.
If you died, what would happen to your email archives, social profiles and online accounts?