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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.
Keen On Retirement: Here’s How Social Security, Retirement Planning, and Taxes are Changing in 2025
Schedule a 15-minute complimentary phone call with one of our advisors: go.pardot.com/l/912341/2024-09-16/c9jn8k
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, so we're helping folks put a bow on last year's financials and making sure they not missing out on any potentially advantageous moves.
But this New Year also means a new president, a new congress, new laws, new facts and figures, and lots of new legislative proposals.
On today's show, we discuss some important changes coming to Social Security and retirement accounts in 2025, as well as the items that could be at the top of President-elect Trump's economic agenda.
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, so we're helping folks put a bow on last year's financials and making sure they not missing out on any potentially advantageous moves.
But this New Year also means a new president, a new congress, new laws, new facts and figures, and lots of new legislative proposals.
On today's show, we discuss some important changes coming to Social Security and retirement accounts in 2025, as well as the items that could be at the top of President-elect Trump's economic agenda.
Переглядів: 217
Відео
Answering Your Questions About the Next Recession, AI Investing, and the Federal Deficit
Переглядів 15День тому
Schedule a 15-minute complimentary phone call with one of our advisors: go.pardot.com/l/912341/2024-09-16/c9jn8k 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...
Keen On Retirement: Will Almost Half of Retirees Run Out of Money?
Переглядів 179День тому
Schedule a 15-minute complimentary phone call with one of our advisors: go.pardot.com/l/912341/2024-09-16/c9jn8k 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 wea...
Keen On Retirement: Will the 2024 Presidential Election Change How Your Capital Gains Are Taxed?
Переглядів 16День тому
Schedule a 15-minute complimentary phone call with one of our advisors: go.pardot.com/l/912341/2024-09-16/c9jn8k 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 ...
Keen on Retirement: 3 Financial Strategies You and Your Advisor Should Consider Before December 31st
Переглядів 2914 днів тому
Schedule a 15-minute complimentary phone call with one of our advisors: go.pardot.com/l/912341/2024-09-16/c9jn8k 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 ...
Keen On Retirement: A Keen Wealth Case Study: Planning for Early Retirement Before Age 60
Переглядів 13014 днів тому
Schedule a 15-minute complimentary phone call with one of our advisors: go.pardot.com/l/912341/2024-09-16/c9jn8k "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 accoun...
Keen On Retirement: The Power of Purpose in Your 2025 Planning
Переглядів 5814 днів тому
Schedule a 15-minute complimentary phone call with one of our advisors: go.pardot.com/l/912341/2024-09-16/c9jn8k What might be even better than having a Happy New Year? Having a purposeful 2025. Longevity experts who study "blue zones" where folks live the longest have popularized the Japanese concept of "ikigai," meaning roughly, "having a purpose in life." Their research shows that seniors wh...
Keen On Retirement: Should Seniors Give It All Away like Buffett or “Die with Zero”?
Переглядів 213Місяць тому
Schedule a 15-minute complimentary phone call with one of our advisors: go.pardot.com/l/912341/2024-09-16/c9jn8k 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 make sure that their plan is still in sync with how they want to be cared for, how they want their assets distributed, and who they trust to se...
2025 Annual Market Outlook Webinar
Переглядів 1,4 тис.Місяць тому
Schedule a 15-minute complimentary phone call with one of our advisors: go.pardot.com/l/912341/2024-09-16/c9jn8k 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 - Ou...
Keen on Retirement: Trump's Second Term - Impact on Social Security, Taxes, & Interest Rates
Переглядів 608Місяць тому
Schedule a 15-minute complimentary phone call with one of our advisors: go.pardot.com/l/912341/2024-09-16/c9jn8k 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 re...
Timing Is Everything Webinar
Переглядів 9002 місяці тому
Schedule a 15-minute complimentary phone call with one of our advisors: go.pardot.com/l/912341/2024-09-16/c9jn8k 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...
2024 Q4 Market Update Webinar
Переглядів 6983 місяці тому
Schedule a 15-minute complimentary phone call with one of our advisors: go.pardot.com/l/912341/2024-09-16/c9jn8k 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 4484 місяці тому
Schedule a 15-minute complimentary phone call with one of our advisors: 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,...
Quarterly Market Update
Переглядів 6076 місяців тому
Schedule a 15-minute complimentary phone call with one of our advisors: 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 earning...
Unexpected Retirement Webinar
Переглядів 6657 місяців тому
Schedule a 15-minute complimentary phone call with one of our advisors: 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
Tax Planning Through Four Stages of Retirement Webinar
Переглядів 17 тис.10 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 148Рік тому
Bill Keen: UCM Distinguished Alumni Award of Service | Honoring Our Inspiring Founder and CEO
Bill Keen's book, Keen on Retirement Update
Переглядів 72Рік тому
Bill Keen's book, Keen on Retirement Update