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We take you through the financial planning process to help ensure you make smart decisions about your money and your life. Whether you’re on your way to retirement or already there, these sh...
It's "a tradition unlike any other." The $1.50 pimento cheese sandwich. Every year at the Masters, you'll hear TV commentators wax nostalgic...
When I think about the start of spring, I think about spending the Easter holiday with my family, the colors returning to our green spaces,...
The 2026 news cycle is spinning at a dizzying pace. Technology is rapidly upending how we work and live. With midterm elections on the horiz...
Matt Wilson, Keen Wealth's Chief Investment Officer and President, recently hosted an excellent webinar on Tax Planning Through the Four Sta...
According to the most recent available data, the IRS collected $5.1 trillion in taxes in 2024. Just ten years earlier, it collected $3.1 tri...
When was the last time you checked your penny jar? If it's looking a little emptier than usual, that might be because we're in the middle of...
During my recent trip to Australia, I learned that navigating a foreign country can feel normal but different all at the same time. On the o...
The freshness of the New Year can also help us gain a fresh perspective on what's really important and what we want to accomplish. From a co...
Longtime Keen on Retirement listeners and friends of the firm are probably familiar with The Big Hat. Matt Wilson, our Chief Investment Offi...
"How am I doing?" "Am I falling behind my peers?" "Do I have enough money?" "How does my nest egg measure up?" My team at Keen Wealth spends...
Does your financial team provide you with comprehensive tax planning, or just annual tax reporting? When you file your 2025 taxes next April...
"This sounds too good to be true, but you've got to believe in those that are looking at it for you and trusting in the people with Pacific...
"Risk" and "uncertainty" are similar concepts. But your financial plan has to be prepared to cope with both. I think that mix is what's maki...
Change is in the air every fall – not just in the leaves and weather, but in your financial planning. At this time of year, the federal gove...
In 1988, William Post won $16.2 million in the Pennsylvania lottery. A year later, he was $1 million in debt. First, he splurged: houses, ca...
Charitable giving is a cornerstone of many comprehensive retirement plans. It's also a cornerstone of our mission at Keen Wealth Advisors. O...
Married couple "Mark" (62) and "Lisa" (60) want to retire together in the next year. They shared their financial plan and their goals with t...
If you're only judging based on what's happening in the world and the financial markets, there's never a "perfect" time to retire. But 2025...
Last week, I discussed how Keen Wealth's comprehensive planning process might assess a multi-million-dollar nest egg. I think these hypothet...
According to a report from the Federal Trade Commission, Americans lost $12.5 billion to scams in 2024, a 25% increase from 2023. That's why...
Well ... we were wrong. During our previous discussion about The One Big Beautiful Bill, we predicted that the final law would probably pass...
I believe that The Keen Wealth Advantage helps folks feel more confident about comprehensive financial planning and their road to retirement...
By the time it works through Congress to President Trump's desk, The One, Big, Beautiful Bill will probably have a few different details, an...
According to a recent Wall Street Journal article, there were 580,887 pending Social Security claims in March 2025. That's an increase of mo...
Matt Wilson, Chief Investment Officer and President of Keen Wealth, sure had a lot to work with when he put together his 2025 Q2 Market Upda...
Folks reach out to Keen Wealth for all sorts of reasons, at all different points in their lives. We talk to young couples just starting out...
"Jim" (66) and "Karen" (64) both retired in the last six months. Jim has an IRA with $900,000, and Karen has a Roth IRA with $300,000. They...
Tariffs are nothing new. They've been implemented at several points in U.S. history, including as recently as 2018. But there are a confluen...
With about a month until Tax Day on Tuesday, April 15th, you should, ideally, have all your financial documents collected. It might be a goo...
The words "fun" and "taxes" probably don't go together in your mind. But, as I mention on today's episode, they do at Keen Wealth! Helping f...
If you're spending a lot of your day scrolling on social media or glued to cable news, you might feel like your emotions are running a littl...
A New Year brings excitement, hope, and a little extra motivation to achieve some major goals. But 2025 has also brought some uncertainty as...
Happy 2025! At Keen Wealth, we're often of two minds at the beginning of the New Year. On the one hand, Tax Day is just around the corner, s...
What might be even better than having a Happy New Year? Having a purposeful 2025. Longevity experts who study "blue zones" where folks live...
Reviewing your estate plan is an important part of the year-end review sessions that we hold at Keen Wealth. At least annually, folks should...
"Sam" is 58 and he retired at the end of the first quarter of 2024. His wife, "Alice," is 65 and still working as a paid caretaker for the c...
If there's one thing we know that the financial markets like, it's certainty. And since the 2024 presidential election was settled overnight...
At Keen Wealth, we often describe tax-planning as an ongoing process, not just something we help folks accomplish every spring. And while Ta...
With the presidential election less than a week away, I know many folks are feeling like the present is on pause while we're waiting on some...
If I were to make a list of the most common money worries that I've helped seniors deal with in my 30-plus years as a financial advisor, run...
Between the 24/7 news cycle and the two-year election cycle of our government system, I'm sure I'm not the only one who feels like our count...
On the morning of September 11, 2001, I was driving on Southwest Trafficway, heading to my office on the Country Club Plaza in Kansas City....
Most of us try to help our loved ones whenever we can and however we can. But when that "help" is money, our best intentions can turn bad ve...
You should delay taking Social Security until you reach age 70. Unless, of course, you shouldn't. Or can't. Yes, my team at Keen Wealth gene...
At Keen Wealth, "tax season" is never really over. Our checklist-driven, comprehensive planning process is constantly taking in new informat...
How are you feeling about the upcoming elections? Until about a week ago, I think that many folks might have had November on the periphery o...
Like any other part of a comprehensive financial plan, there's no one-size-fits-all blueprint for an estate plan. Every person is different....
Formulating a one-time, bulletproof financial plan would be incredibly simple if you could supply an advisor with just two pieces of informa...
"Robin" is a single mother of two high schoolers. She's 45 and she earns about $350,000 per year. Robin had never worked with a financial ad...
I couldn't be prouder to have my name above the door at Keen Wealth Advisors. If you've read my book, you know that I have a very personal c...