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…
The American Recovery Plan Act (ARPA) doesn’t sound quite as catchy as the SECURE Act or the CARES Act. But…
“Don’t retire FROM your job. Retire TO something you love.” If you’re a regular listener or reader you’ve heard me…