In finance, as in life, it’s never a good idea to generalize. However, in my experience as a fiduciary advisor,…
What is Your Return on Life?
Return on Life is the idea that money is simply a tool to help you live the life you want, instead of the goal itself.
With ROL as a focus, you don’t give up the best of life or the best parts of yourself just to get more money. The money is there to serve you, not vice versa. Instead of focusing on someone else’s definition of success, you write your own.
Take our free ROL Index assessment to see how well you are using your money to live your best life possible. It takes just a moment and you’ll receive your personalized report that assesses 10 aspects of your life. You may be surprised by the results!
In my experience, the folks who have the most positive financial outcomes are often the ones who are the most…
“If something happened to me, what would happen to my family?” I know this question is on the minds of…
Coulda. Shoulda. Woulda. Three words we never want to hear from our Keen Wealth clients who are well into their…
“50% of small businesses close.” How many times have you read some variation of this headline, or heard that number…
At Keen Wealth, we believe that financial planning isn’t just about money. It’s about using your money to live the…
In March of 2009, the markets bottomed out in the aftermath of the housing crisis and bank collapses. Gigantic financial…
How much about mom and dad’s financial picture should the kids be aware of? And when do kids need to…
There’s never a dull moment in the world of finance! In just the past six months or so the markets…