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Keen On Retirement

Insights Blog & Podcast

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


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What Can You Expect in a First Meeting with Keen Wealth Advisors? Thumbnail

What Can You Expect in a First Meeting with Keen Wealth Advisors?

"Sean" is 60, and he wants to retire by the end of this year. His wife, "Mary," is also 60, and she wants to retire in two-to-three years. Maybe. Sean has an IRA worth $1,000,000 and a health savings account with $5,000 in it. Mary has a 401(k) worth $800,000, an IRA worth $700,000, and company stock worth $100,000. They also have cash savings of about $600,000. They want to be able to spend $120,000 per year in retirement.

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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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