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.
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
A Cheat Sheet for Sending Your Kid to College
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
The federal government requires deceased individuals to file a final income tax return.
Four vacation destinations you might never have thought of.
Lifestyle considerations in creating your retirement portfolio.
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator will help determine whether you should invest funds or pay down debt.
This questionnaire will help determine your tolerance for investment risk.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator can help determine whether it makes sense to refinance your mortgage.
There are some key concepts to understand when investing for retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
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?
In life it often happens that the answers to our most pressing questions are right in our own backyards.
When should you take your Social Security benefit?
A special needs trust helps care for a special needs child when you’re gone.
All about how missing the best market days (or the worst!) might affect your portfolio.