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.
Orchestrating Your Retirement Accounts
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
The Latte Lie and Other Myths
Do you know these three personal finance sayings?
Is your estate in order? This short quiz may help you assess your overall strategy.
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Bonds may outperform stocks one year only to have stocks rebound the next.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
The latest trends in travel reflect a rich menu of exciting new possibilities.
Assess whether you are running “in the black” or “in the red” each month.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator helps estimate your federal estate tax liability.
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.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
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.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
It’s never a bad time to speak with your financial advisor about changes in your situation.
Taking your Social Security benefits at the right time may help maximize your benefit.
For women, retirement strategy is a long race. It’s helpful to know the route.
Do you know how to set up your financial goals for success? This knight does.