Keen on Retirement

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info@keenwealthadvisors.com

bkeen@keenwealthadvisors.com

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Smart Strategies to Maximize Your Charitable Giving

September 23, 2026

Giving back is one of our core values at Keen Wealth. Every year, my wife Carissa, who leads our Keen Community Impact Committee and the Keen Wealth Foundation, works with the committee to bring philanthropic opportunities to our broader team. Together, we identify key initiatives to support through fundraising, volunteer work, and our financial expertise. If you visit our offices during the week and see a couple of empty desks, it's a good bet that our team members are pitching in at one of ...

Dolly Parton's Planning Ahead Lesson, Plus Three Social Security Questions

September 09, 2026

Dolly Parton's songs and movies will live on forever. But when the 80-year-old entertainment icon passed away last month, she also left behind an impressive financial legacy that we all can learn from.  In a 2020 interview, Parton made it clear that she had no intention of becoming another celebrity cautionary tale about poor estate planning, saying, "You don't want to leave that mess to your family for people to have to fight over. You need to take care of that yourself."  Parton's $450 mill...

Don't Let Outdated Money "Rules" Turn Your Retirement Plan into an Antique

August 26, 2026

"Save more than you spend" sounds like a timeless piece of money advice, as true today as it was two hundred years ago.  But in the mid-1800s, many folks believed you needed to spend your money as soon as possible. In fact, saving too much back then could lead to financial ruin! That's just one example of how Americans' attitudes about money have evolved throughout history. But it's not just rules of thumb and hand-me-down wisdom that's changed. It's the nature of money and our relationship t...