Rightsizing for Retirement The Cycle of Investing Social Security: By the Numbers

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.



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

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?

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

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?

View all articles arrow

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.

View all calculators arrow

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.

View all presentations arrow

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?

View all videos arrow