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Whether you are currently enrolled in Medicare or are planning for it in the future, this episode will provide you with important information you need to be aware of. Medicare’s options and intricacies can be overwhelming if you’re not prepared for them – and like many issues in financial planning – they are a moving target.iTunes Between Now and Success
Spring is finally here! Time to throw open the windows, and let some sun and fresh air back into your house — and your finances. Yes, we recommend working with a fiduciary advisor who will be thinking about your financial situation consistently throughout the year. But why not let spring time be a catalyst for a personal spring clean for your financial house just as much as for your cluttered garage and closet? Here are some tips we at Keen Wealth Advisors encourage our clients to consider:
On today’s show, my good friend Dick Blaisdell joins us to share his experiences of what it has been like during his 16 years of retired life to date.
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.
As some of you may know, one of my passions is flying. And when I’m not in my office at Keen Wealth or relaxing with my family, you might find me in the cockpit. I’ve logged hundreds of hours as a pilot including many trips with passengers. To be legal and current to fly passengers requires me to make a minimum of three takeoffs and three landings within ninety days of a scheduled flight.