Subscribe now & never miss a blog or podcast
In my last few blogs and podcasts, I’ve discussed how a good financial advisor, operating to the fiduciary standard, can help co-pilot your financial journey into retirement, and prepare you for accompanying changes to your taxes.
On today’s show, we offer some timely and helpful advice on things we see the most in our firm during tax season. This episode will be especially helpful if you’re new to the various 1099 forms.
When working with a financial advisor, how do you know whose best interest they are putting first–yours or theirs? If the advisor is required to put your best interests first, then they are operating under what’s called the fiduciary standard. If they are legally able to put their own interests before yours, then they are operating under a less stringent standard called the suitability standard.
On today’s show, we tackle this and other common retirement questions submitted by you, our clients and listeners. We do our best to provide expert analysis on the challenges and opportunities facing retirees.
At Keen Wealth Advisors, we believe that long-term financial success requires a focus on two distinct areas: First, crafting a financial plan specifically tailored to your needs, abilities, and hopes for the future; and second, choosing the right investments to fund the plan.
Did you know that only 8% of people actually keep their New Year’s Resolutions? Those numbers are pretty dismal. On the surface, it can make the January tradition of goal setting and personal improvement seem somewhat pointless. Although the data on New Year’s Resolutions isn’t very promising, I have learned over the years that the key is “progress not perfection”.