This month’s tip series is all about employee ownership in celebration of Employee Ownership Month! Employee Stock Ownership Plan (ESOP) is one example of an ownership plan. Employee ownership means having a real stake in your company’s success. It’s not just about growing wealth—it’s about being part of something bigger Have an ESOP and curious how it works? Contact us through the link in the comments below to learn more. #TipOne #EmployeeOwnershipMonth #RetirementPlanning
About us
KWMG, LLC’s dba Keen Wealth Advisors (“company”) is an SEC registered investment advisor located in Overland Park, KS. The company and its representatives may only conduct business in those states where registered or where excluded/exempt or from licensure. For registration information please contact the SEC or the state securities regulators for the states where the company is notice filed. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Keen Wealth Advisors and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Keen Wealth Advisors unless a client service agreement is in place. Clicking the “Like” button does not constitute a testimonial for or endorsement of our investment advisory firm, any associated person, or our services. Clicking the “Like” button is merely a mechanism to circulate our LinkedIn page. “Like” is not meant in the traditional sense. In addition, postings to our LinkedIn page must refrain from recommending us or providing testimonials for our investment advisory firm. Because the SEC and state securities regulators generally prohibit testimonials, any such postings are subject to further review. Please honor our request to limit your posts to industry-related educational information and comments. Third-party rankings and recognitions, such as “Amazon Bestseller” are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation. No advice may be rendered by the company unless a client service agreement is in place. For additional disclosures, please visit our website.
- Website
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http://www.keenwealthadvisors.com/
External link for Keen Wealth Advisors
- Industry
- Financial Services
- Company size
- 11-50 employees
- Headquarters
- Overland Park, Kansas
- Type
- Privately Held
Locations
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Primary
7500 College Blvd
Suite 1000
Overland Park, Kansas 66210, US
Employees at Keen Wealth Advisors
Updates
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When it comes to tax planning during election season, it's very important to distinguish between what candidates propose, what's being debated in Congress, and what actually has a chance of becoming law.
Will the 2024 Presidential Election Change How Your Capital Gains Are Taxed?
keenwealthadvisors.com
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It’s not just about building wealth, it’s about making sure it supports you through all the years ahead. A solid plan means you can enjoy life with less worry about the 'what ifs.' Let’s focus on what really matters—living the life you’ve worked for. If you're thinking about your next steps or how to prepare for the future, check out Bill Keen's book, "Keen On Retirement: Engineering the Second Half of Your Life", or reach out through the link in the comments below.
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On today's show, we separate the facts and the fiction from sound bites on capital gains taxes that you're likely to hear a lot more as we head into the final month of the 2024 presidential campaign.
Will the 2024 Presidential Election Change How Your Capital Gains Are Taxed?
keenwealthadvisors.com
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Whether you're an early retiree or a senior in the more traditional 65 age range, Keen Wealth understands that you have questions about navigating this major life transition.
Answering Listener Questions About Transitioning Into Retirement
keenwealthadvisors.com
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We were honored to be the Gold Sponsors of the 2024 HappyBottoms, Kansas City's Diaper Bank Diaper Bowl, celebrating 15 years of their amazing work. For a decade and a half, HappyBottoms has been helping families in need by providing something often taken for granted—diapers. Diapers are a basic necessity, but many families struggle to afford them. This simple yet essential resource can make a world of difference, and we are inspired by their mission. Our Founder and CEO, Bill Keen, and his wife, Carissa Keen, Executive Director of the Keen Wealth Foundation, proudly served as honorary chairs. They shared their personal connection to HappyBottoms, emphasizing how even something as small as a diaper can have a huge impact on a family. Their words truly captured why this cause means so much to us. The event was full of energy, with live and silent auctions, dinner, and live music, bringing everyone together to celebrate and help raise $300,000 for this important cause. All the proceeds go directly to helping families in need, and we’re beyond grateful to be a part of it. #SupportFamilies #ChangingLives #HappyBottoms #CommunityImpact #KeenWealthCares
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As the year winds down, take the time to revisit your retirement plan. Have you had any life changes, like a new job, growing family, or maybe even a shift in your retirement goals, like traveling more or supporting a cause you're passionate about? Regular check-ins can make sure your plan still aligns with where you’re headed. If you're just starting to think about your retirement plan or wondering if you’re on the right track, reach out to us through the link in the comments below, and let’s explore how we can support your goals. #TipTuesday #TipFour #KeenWealthAdvantage #Retirement
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I hope this RMD crash course illustrates how important it is that you work with a professional who understands these rules, how they could change, and how they can affect your comprehensive financial planning.
10 Lesser-Known Facts About Required Minimum Distributions (RMDs)
keenwealthadvisors.com
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Whether you’re eager to dive into long-lost hobbies or simply enjoy the freedom you’ve earned, ask yourself, what’s your vision for life after work? If you’re thinking about how to make the most of retirement, download Bill Keen’s book, "Keen on Retirement: Engineering the Second Half of Your Life", or contact us through the link in the comments below.