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.
Where Will Your Retirement Money Come From?
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Certain Uncertainties in Retirement
The uncertainties we face in retirement can erode our sense of confidence.
New Trends Redefine Travel
The latest trends in travel reflect a rich menu of exciting new possibilities.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Here are 4 great, and sometimes unexpected, places to raise a family.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Tips on insuring your teen driver.
These food myths will really put a drain on your wallet.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Assess whether you are running “in the black” or “in the red” each month.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Use this calculator to compare the future value of investments with different tax consequences.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
What does your home really cost?
$1 million in a diversified portfolio could help finance part of your retirement.
There’s an alarming difference between perception and reality for current and future retirees.
What is your plan for health care during retirement?
Do you know how to set up your financial goals for success? This knight does.
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.