As we discussed earlier this year, 2018 marks the 40th anniversary of the IRA and the 20th anniversary of the…
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More often than not, the milestones we look back on in the financial services industry are negative in nature: Black…
Retirement planning isn’t just about fueling up for the flight to that dream destination. A lot of my clients at…
At Keen Wealth Advisors, we believe that long-term financial success requires a focus on two distinct areas: First, crafting a…
This time last year, many seniors had never heard of Zoom or made a video call. You knew about Netflix…
Let’s kick off 2021 with some positivity … and a pop quiz! A recent study by Valuegraphics analyzed more than…