If you’ve started to receive 2018 tax info from your financial institutions and can already feel a sense of dread building, let me try to put a more positive spin on this process. At Keen Wealth, we like to remind clients that, to some extent, taxes are a problem of prosperity. Sticking with disciplined savings and investment strategies, even during volatility, could help generate wealth and security for your family in the long run. Taxes are just part of the price tag that comes with achieving that dream retirement scenario.

However, there are mistakes that you could make when you’re filing taxes that can add up to a bigger bill than necessary, especially if you miss out on a particular strategy or deduction.

On today’s show, we discuss how to avoid four common tax preparation mistakes, possible ramifications of the new tax laws, and why meeting with a fiduciary advisor shouldn’t feel like spending time in a jail cell.

At our 21st Annual Holiday Breakfast in December 2018, we presented "Forecast 2019: Anticipating Change." You can listen to Matt's presentation in this podcast, or you can watch full video of the presentation, including data slides, at KeenonRetirement.com.

At our 21st Annual Holiday Breakfast in December 2018, we presented "Forecast 2019: Anticipating Change." You can listen to Bill's introduction in this podcast, or you can watch full video of the presentation, including data slides, at KeenonRetirement.com.

The stock market has recently been acting like that old saying about the weather, “if you don’t like it today, just wait for tomorrow.”

The past few months have been very bumpy in the stock market. Down big one day, up big the next, rinse and repeat.

With this bumpiness, we thought it would be a good idea to kick off the 2019 edition of Keen on Retirement by discussing the current state of the markets, how today’s volatility compares to historical norms, and how our planning process helps clients stay on course through turbulent stretches.