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Keen On Retirement

Insights Blog & Podcast

Focused insight on timely, relevant topics. Start planning your retirement. 

Will the Build Back Better Plan Affect Your Tax Planning? Thumbnail

Will the Build Back Better Plan Affect Your Tax Planning?

One reason we advise our clients not to overreact to election results is that the plans candidates propose on the campaign trail often look very different once they've worked through the U.S. lawmaking process. President Biden's agenda has struggled with that very reality in recent weeks. As Congress continues to debate and negotiate the Build Back Better Plan, perhaps the central topic of discussion has been balancing ambitious spending with changes to tax codes that would be necessary to pay for that spending.

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Avoid These 4 Common – and Costly – Tax Prep Mistakes Thumbnail

Avoid These 4 Common – and Costly – Tax Prep Mistakes

If you’ve started to receive 2018 tax info from your financial institutions and can already feel a sense of dread building, let me try to put a more positive spin on this process. At Keen Wealth, we like to remind clients that, to some extent, taxes are a problem of prosperity. Sticking with disciplined savings and investment strategies, even during volatility, could help generate wealth and security for your family in the long run. Taxes are just part of the price tag that comes with achieving that dream retirement scenario.

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Get A Big Jump on Your Year-End Tax Planning Thumbnail

Get A Big Jump on Your Year-End Tax Planning

I suspect that a month or two from now, your inbox and social media feeds will be full of year-end tax-planning checklists and advice articles. But one of our mantras at Keen Wealth is, “get out ahead of issues as early as we can.” So on today’s show, we help our listeners get a jump on year-end tax planning. If you put off addressing these important items, you’re not just wasting time. You could be losing money.

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Gearing Up for Tax Time: Answering Listener Tax Questions Thumbnail

Gearing Up for Tax Time: Answering Listener Tax Questions

By the end of February, your financial institutions should have sent you all your relevant tax documents for 2017, like earning statements on your investment accounts, interest earned on savings, etc. If you’re missing anything important, you might want to get in touch with those institutions and make sure the info you need is on its way.

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