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Preparing to Die a Good Death Before It’s Too Late
At Keen Wealth, we believe that financial planning isn’t just about money. It’s about using your money to live the best, most fulfilling, and happiest life you can.
At Keen Wealth, we believe that financial planning isn’t just about money. It’s about using your money to live the best, most fulfilling, and happiest life you can.
How much about mom and dad’s financial picture should the kids be aware of? And when do kids need to know numbers and other hard details instead of just generalities?
A few times every year a new client walks into Keen Wealth so excited to start planning and saving that they think they’ve already done the work for me! They show me this big, beautiful spreadsheet they’ve put together that has everything: salaries, assets, liabilities, cash in the bank, investment accounts, their whole financial picture.
Social media is an invaluable tool for getting information, keeping in touch with our loved ones, and breaking up our days with a quick hit of entertainment. But the flipside to clicking through all those Facebook posts and vacation photos is, inevitably, we start comparing what we have and how we’re living to the people we follow.
When love is in the air, some folks have a tendency to lose their heads. That can be fun if you’re planning to sweep your loved one off his or her feet this Valentine’s Day. But when it comes to your finances, letting your heart get in the way of your head can lead to some serious problems. Forget about killing the romance – if couples wearing rose-tinted glasses aren’t careful, these money mistakes can kill their financial future.
At the beginning of the new year, Keen Wealth makes it a priority to run through our financial planning checklists with clients. This helps us put a bow on the year we just finished and make sure that folks have everything in order to try to make the year ahead as productive and prosperous as possible.