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Keen On Retirement

Insights Blog & Podcast

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

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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What You Need to Know about the New Tax Bill Thumbnail

What You Need to Know about the New Tax Bill

My team at Keen Wealth has been hard at work pouring over the new tax bill that President Trump signed into law at the end of 2017. There’s much to unpack and a few details that still haven’t settled into place, but I know that my listeners and clients have questions. So while this probably won’t be our only episode this year on what might be the biggest change to the tax code in decades, today we will look at some of the most important changes this bill introduces. Hopefully this discussion will help folks cut through all the political clamor, and start thinking about the potential impact on their financial planning.

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