At Keen Wealth, we believe that financial planning isn’t just about money. It’s about using your money to live the…
Tag beneficiary designation
How much about mom and dad’s financial picture should the kids be aware of? And when do kids need to…
At the beginning of the new year, Keen Wealth makes it a priority to run through our financial planning checklists…
As we discussed earlier this year, 2018 marks the 40th anniversary of the IRA and the 20th anniversary of the…
“I know I should probably make a will, but I’m not going to be around, so really, what do I…
Not properly planning your beneficiary designations could mean your hard-earned assets end up in all the wrong places. One time…