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
18 Years’ Worth of Days
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
Password Protection Strategies
Simple steps may help you foil hackers and protect your privacy.
Filing Final Tax Returns for the Deceased
The federal government requires deceased individuals to file a final income tax return.
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
Fixed or Variable Mortgage, Which Should You Pick?
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Best-Performing Asset Classes
Bonds may outperform stocks one year only to have stocks rebound the next.
How Women Can Prepare For Retirement
Are women prepared for a 20-year retirement?
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Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Saving for College
This calculator can help you estimate how much you should be saving for college.
Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
How Much Home Can I Afford?
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
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Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
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Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
When Markets React
When markets shift, experienced investors stick to their strategy.
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
No Cash, No Checks, No Problem
Peer-to-peer payment apps are one of the newest ways to send money.
Rightsizing for Retirement
What does your home really cost?