Perceptive
Our advisors think clearly and bring a high degree of perception to the financial planning and investment process.
Personalized
At Keen Wealth Advisors we understand what is important to you and are attuned to your personal needs.
Precise
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 Keen Wealth Advantage™
Advantage
We are always looking out for you. Retirement Planning and the issues that surround it can be overwhelming. Learn how we can help.
Services
To help you achieve your goals, Keen Wealth Advisors provides comprehensive services and tools to meet your changing needs.
Expectations
You can trust that we will consistently and responsibly perform all requested service and be available when you need us.
Helpful Content
U.S. Personal Savings Rate
What can be learned from the savings rate?
The History of Currency
Currency has been around for a long time. Here’s a quick history lesson.
A Penny Saved is Two Pennies Earned
Here are some simple and inexpensive energy-saving tips that may help you save money.
You May Need to Make Estimated Tax Payments If…
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Fallen Tree Damage—Who Pays?
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
Breaking Down the Parts of Medicare
Medicare is broken down into four specific parts—but what do they mean? This article will help you understand each piece.
Systematic Withdrawals in Retirement
Taking regular, periodic withdrawals during retirement can be quite problematic.
Types of Stock Market Analysis
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Traditional vs. Roth IRA
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
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How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
What Is My Life Expectancy?
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Interested in a Fuel Efficient Car?
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
View all calculators
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Saving for College 101
Here’s a crash course on saving for college.
Forecast
The market is as unpredictable as the weather. We’d love to help you prepare.