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Keen Wealth Advisors
United States
Приєднався 1 сер 2022
Keen Wealth Advisors is a Financial Advisor firm focused on:
-Retirement Planning
-Tax Planning
-Investment Management
-Income Planning
-Estate Planning & Charitable Giving
From the experienced professionals we hire, to our team structure, our planning process, our investment approach and more, we are focused on your goals.
Keen Wealth Advisors is an SEC Registered Investment Advisory firm, which means that we are required to act in the best interest of our clients. Before we provide advice, we make it a priority to understand you and your family. Through calls and meetings, we gain an understanding of your goals and challenges, your family, your job, your current financial situation. Most importantly, we work to understand your hopes and dreams for retirement.
-Retirement Planning
-Tax Planning
-Investment Management
-Income Planning
-Estate Planning & Charitable Giving
From the experienced professionals we hire, to our team structure, our planning process, our investment approach and more, we are focused on your goals.
Keen Wealth Advisors is an SEC Registered Investment Advisory firm, which means that we are required to act in the best interest of our clients. Before we provide advice, we make it a priority to understand you and your family. Through calls and meetings, we gain an understanding of your goals and challenges, your family, your job, your current financial situation. Most importantly, we work to understand your hopes and dreams for retirement.
2025 Annual Market Outlook Webinar
This virtual event will be an opportunity to gain insights into the financial landscape as we delve into the 2024 market recap and unveil our 2025 market outlook.
The webinar included the following:
- An overview of the key events and trends that shaped the 2024 market landscape
- Our 2025 market outlook, highlighting potential opportunities and challenges
- A special holiday message from our Keen Wealth Advisors team and families
The webinar included the following:
- An overview of the key events and trends that shaped the 2024 market landscape
- Our 2025 market outlook, highlighting potential opportunities and challenges
- A special holiday message from our Keen Wealth Advisors team and families
Переглядів: 135
Відео
Keen On Retirement: A Keen Wealth Case Study: Planning for Early Retirement Before Age 60
Переглядів 12012 годин тому
"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 couple's son with special needs. Sam has $400,000 in a Roth IRA, $2 million in a traditional IRA and they have $400,000 in a joint taxable account. In 2024, Sam earned $75,000 and Alice earned $20,000. And, like so many couples in their age range, Sam and Al...
Keen on Retirement: Trump's Second Term - Impact on Social Security, Taxes, & Interest Rates
Переглядів 595День тому
If there's one thing we know that the financial markets like, it's certainty. And since the 2024 presidential election was settled overnight rather than the weeks it took to count votes in 2020 the markets have reacted to the certainty of our new political reality with very strong returns. But as Donald Trump prepares to return to the White House, there are still many lingering questions about ...
Keen On Retirement: 3 Financial Strategies You and Your Advisor Should Consider Before December 31st
Переглядів 14914 днів тому
At Keen Wealth, we often describe tax-planning as an ongoing process, not just something we help folks accomplish every spring. And while Tax Day is certainly circled in red on our annual planning calendars, the end of the year is also an important deadline for some moves that could lower your tax bill. On today's show, we discuss three financial strategies that you and your advisor should cons...
Answering Your Questions About the Next Recession, AI Investing, and the Federal Deficit
Переглядів 64Місяць тому
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 important answers about the future. Matt Wilson, Keen Wealth’s Chief Investment Officer and President, reviewed the latest data surrounding the election, the health of the economy, and the early outlook for 2025 in his recent 2024 Q4 Market Update Webinar....
Timing Is Everything Webinar
Переглядів 890Місяць тому
Retirement is a life-changing event that can be really exciting-and maybe even a little scary. Are you prepared for the next phase of your life? In this educational webinar, you will learn: How to maximize Social Security benefits How to minimize retirement taxes, especially with 401(k) or pension assets How to avoid running out of money when you need it the most What Medicare will really cost ...
Keen On Retirement - Will Almost Half of Retirees Run Out of Money?
Переглядів 232Місяць тому
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, running out of money in retirement would probably be number one. Even folks who have been following a comprehensive financial plan and building wealth for decades can struggle with the idea of cashing their final paychecks and living off their nest eggs. So, I...
Keen On Retirement - Will the 2024 Presidential Election Change How Your Capital Gains Are Taxed?
Переглядів 75Місяць тому
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 country is in a permanent state of campaigning. And that means some folks who do follow politics and their investments closely are often hearing our leaders talk about tax policy every time they turn on the news. However, it's very important to distinguish betwe...
2024 Q4 Market Update Webinar
Переглядів 696Місяць тому
Don't miss the 2024 Q4 Market Update Webinar - Gain Insights on the Economy & Markets. The webinar delved into the following topics: - What’s the current outlook for the election? - Is the Fed behind the curve? - Is the economy slowing? - The next recession
Maximizing Social Security Benefits Webinar
Переглядів 4313 місяці тому
Schedule a complimentary go.pardot.com/l/912341/2024-09-16/c9jn8k The webinar will delve into the following topics: - Who is eligible for Social Security? - How your benefit is calculated - The taxation of Social Security benefits - Maximizing spousal and survivor benefits - Will Social Security be there for me? - When to delay, when to file early, and why?
Quarterly Market Update
Переглядів 6075 місяців тому
Schedule a complimentary go.pardot.com/l/912341/2024-09-16/c9jn8k During the webinar, we will discuss the markets’ current state, key factors we're monitoring closely, and our outlook for the rest of 2024. The webinar will delve into the following topics: Federal Reserve's interest rate expectations for 2024 Economic growth trends Corporate earnings analysis Inflation forecasts Market performan...
Unexpected Retirement Webinar
Переглядів 6646 місяців тому
Schedule a complimentary go.pardot.com/l/912341/2024-09-16/c9jn8k Please join us as we discuss the steps you should take to be prepared to navigate this complex transition. During this webinar, we will discuss: - Health Insurance - Social Security - Pension Plans - Debt - Budgeting - Investment Decisions
2024 Q2 Market Update Webinar
Переглядів 6437 місяців тому
Schedule a complimentary go.pardot.com/l/912341/2024-09-16/c9jn8k The webinar will delve into the following topics: Federal Reserve's interest rate expectations for 2024 - Economic growth trends - Corporate earnings analysis - Inflation forecasts The most important long-term market indicator.
Retirement Spending Webinar
Переглядів 8848 місяців тому
Schedule a complimentary go.pardot.com/l/912341/2024-09-16/c9jn8k During this webinar, you will: - Learn what retirees are spending and how to evaluate your spending needs - Determine if your spending needs are reasonable with respect to your resources - Identify if you will have margin built in for entertainment, emergencies, and unexpected expenses
Let's Reconnect
Переглядів 308 місяців тому
Our Founder and CEO, Bill Keen, and our President, Matt Wilson, highlight the importance of regularly organizing and simplifying your financial life to prevent chaos. Learn how our personalized financial planning process can help you gain clarity, streamline your finances, and take control of your financial future. Schedule a 15-minute complimentary phone call with one of our advisors: go.pardo...
Tax Planning Through Four Stages of Retirement Webinar
Переглядів 15 тис.9 місяців тому
Tax Planning Through Four Stages of Retirement Webinar
Bill Keen: UCM Distinguished Alumni Award of Service | Honoring Our Inspiring Founder and CEO
Переглядів 140Рік тому
Bill Keen: UCM Distinguished Alumni Award of Service | Honoring Our Inspiring Founder and CEO
Bill Keen's book, Keen on Retirement Update
Переглядів 68Рік тому
Bill Keen's book, Keen on Retirement Update