Kansas City Business Journal - Rey Arellano Promoted to Partner, Senior Financial Planner at Keen Wealth Advisors
May 22, 2023
As announced in the Kansas City Business Journal, Keen Wealth Advisors is thrilled to announce that Rey Arellano, CFP®, has been promoted to partner. This promotion is a testament to Rey’s outstanding dedication to client service by consistently going above and beyond, building strong relationships with our clients, and his exceptional leadership skills. As a partner, Rey will continue to lead the way in providing top-notch service and ensuring that our client’s needs are met.
Kansas City Business Journal - Jesse Bunse Promoted to Partner, Senior Financial Planner at Keen Wealth Advisors
May 22, 2023
As announced in the Kansas City Business Journal, Keen Wealth Advisors is proud to announce that Jesse Bunse, CFP®, has been promoted to partner. This well-deserved promotion reflects Jesse's unwavering commitment to delivering exceptional client service, forging robust relationships with our clientele, and demonstrating exemplary leadership abilities. As a partner, Jesse will continue to set the benchmark for first-rate service and diligently address the needs of our clients.
Authority Magazine - Quiet Committing: Matt Wilson Of Keen Wealth Advisors On The Five Commitments High Impact Leaders Make & Keep To Themselves Daily
March 24, 2023
Matt Wilson was interviewed as part of Authority Magazine's "Quiet Committing: The Top Five Commitments High Impact Leaders Make & Keep to Themselves Daily" series where he shares his top five commitments he makes and keeps to himself daily that has a material impact on those he leads, what leadership behaviors should evolve to improve employee engagement in a sustainable way, and what he believes are the key drivers of quiet quitting.
Authority Magazine - The New Portrait Of Leadership: Bill Keen of Keen Wealth Advisors On Strategies to Shape Yourself Into A Modern Masterpiece
March 4, 2023
Bill Keen was interviewed as part of Authority Magazine's "New Portrait of Leadership" series where he shares his top five traits for effective leadership, the one leader who influenced him the most, and how his biggest mistakes led to his biggest discoveries
InvestmentNews - Bucking the Trend: Why Some Advisors Refuse to Outsource Investment Management
February 2, 2023
In this article by InvestmentNews, President and CIO Matt Wilson shares why its important to manage investments in-house vs. outsourcing. Running the portfolios in the most tax-efficient manner, customized to the client, in-house, makes it easy to stay nimble in a volatile market.
How Engineers Can Maximize Benefits and Minimize Taxes With Company Plans
January 31, 2023
In this episode of the Engineering Career Coach Podcast, Engineering Management Institute talks to Bill Keen about retirement for engineers, financial planning, company plans, and also how the stock market will affect retirement.
Balanced Growth Show with Dr. Travis Parry
January 12, 2023
Ep 85: Narrowing Your Niche to Improve Growth with Bill Keen
From a young age, Bill Keen was impacted by finances and decided to educate himself to ensure financial stability as an adult. In the podcast Balanced Growth Show with Dr. Travis G. Parry, Bill shares his story and how he grew KWA by serving a niche group of clients.
FOX 6 News Milwaukee
January 11, 2023
Secure 2.0 Act helps savers nearing retirement boost catch-up contributions
In this article by Fox 6 Milwaukee, Keen Wealth Advisor's President Matt Wilson discusses the challenges of saving for retirement and how the Secure 2.0 Act can help American's better prepare for their retirement years.
January 10, 2023
5 Books to Help Leaders Transform Their Business in 2023
In this article by Entrepreneur, Keen on Retirement - Engineering the Second Half of Your Life is listed among 5 Books to Help Leaders Transform Their Business in 2023 in this article by Peter Daisyme for Entrepreneur.
December 20, 2022
Keen Wealth Advisors Hosts Holiday Event, Supports Veterans Community Project and Angel Flight Central
This news release by Yahoo! finance announces that nearly 400 visitors were welcomed to the holiday open house held Saturday, December 3, 2022 at the firm's new headquarters. At the event, CEO Bill Keen and his spouse, Carissa Keen, presented a sizable donation to the Veterans Community Project (VCP) and guest were given a signed copy of the 2nd edition of Keen on Retirement: Engineering the Second Half of Your Life.
EOS Worldwide profile
November 25, 2022
How EOS® Creates Freedom
Early in his career, Bill Keen knew he didn’t want to become just another captive employee at a large firm and it spurred him to set out to create an independent firm. As his firm grew, Bill struggled to balance serving his clients, managing his team, and giving his personal life the attention it deserved. But after Running on EOS™ for the last few years, he’s discovered how EOS creates freedom.
November 18, 2022
Stand Out from the Pack: Focus on One Key Thing
In this article for Forbes Bill Keen shares how businesses today face a host of challenges and how they can prioritize client services to ensure longevity. These challenges have left companies everywhere scrambling to cut costs and get leaner. Focusing on exceptional client service can increase your organization’s growth rate, conversion rate, and even its introduction rate (how often new people are referred to you by existing clients). Best of all, it will allow you to better serve your customers.
US News & World Report
November 15, 2022
Taking Retirement Withdrawals in a Declining Market
In this article by US News Matt Wilson suggests that by diversifying assets, retirees can protect themselves from any market downturn. Retirees often need to take cash out of retirement accounts to handle basic household expenses on a regular basis. If you have to make withdrawals in a declining market, there are strategies you can use to minimize the damage to your long-term financial plan.
November 8, 2022
Keen Wealth Advisors Supports Angel Flight Central's "Wine Flight Gala" as Presenting Sponsor
In this news release by Yahoo! Finance, Keen Wealth Advisors is proud to announce its sponsorship of the 6th Annual "Neighbors Helping Neighbors" celebration benefiting Angel Flight Central, a non-profit organization that serves people in need by providing charitable flights for health or other humanitarian purposes.
July 12, 2022
Keen Wealth Advisors Proudly Sponsors Kansas State University’s Personal Finance Professionals Summit 2022
In this article by Digital Journal, Keen Wealth Advisors was honored to sponsor Kansas State University’s Personal Finance Professionals Summit 2022. Presented by Kansas State University’s Personal Financial Planning Department, this annual conference provides high-quality continuing education targeting personal financial professionals, including wealth advisors, insurance professionals, and financial counselors.
April 26, 2022
Keen Wealth Advisors Sponsors 6th Annual "Neighbors Helping Neighbors" Celebration Benefiting Angel Flight Central
In this news release by Yahoo! finance, Keen Wealth Advisors announces its sponsorship of the 6th Annual "Neighbors Helping Neighbors" celebration benefiting Angel Flight Central, a non-profit organization that serves people in need by providing charitable flights for health or other humanitarian purposes.
Kansas City Business Journal
April 21, 2022
People On the Move: Paul Hefferon
In this article by Kansas City Business Journal, Keen Wealth Advisors welcomes Paul Hefferon as a Financial Planner. Paul spends time with clients guiding them through the process of understanding and then planning for the realization of their goals and aspirations for financial independence.
April 8, 2022
Forbes: Don't Forgo Communication With Your Financial Advisor During Turbulent Times
In this article for Forbes Bill Keen discusses how the past two years have taught us many lessons. Between the Covid-19 pandemic and the numerous conflicts around the globe, the world seems to be in a perpetual state of crisis that leaves many of us feeling anxious about the future.
March 16, 2022
Keen Wealth Advisors Donates Time to Veterans Community Project
In this article by Yahoo! finance, Keen Wealth Advisors is proud to announce that the team donated their time volunteering with the Veterans Community Project (VCP), a nonprofit organization, independent from federal funding, dedicated to eliminating veteran homelessness nationwide.