John Keener | Feb 1, 2026 Tax Planning vs. Tax Preparation: They're Not the Same Thing Tax Planning Retirement Finance Many people think about taxes once a year — when April rolls around and it's time to file.By then, the year is already in the rearview mirror. The decisions Read More
John Keener | Jan 1, 2026 What 2025 Taught Us About Staying the Course Investments Finance Risk Management Retirement Some years pass quietly. 2025 wasn't one of them.Between market swings, geopolitical shocks, and a news cycle that never seemed to pause, this year tested Read More
John Keener | Dec 1, 2025 One Economy, Two Realities: Understanding Today's Economic Divide Finance Investments Savings Credit Risk Management Retirement It’s possible for one economy to tell two different stories. One of growth, opportunity, and abundance. Another of constraint, anxiety, and scarcity.This isn't Read More
John Keener | Nov 1, 2025 What Recent Inflation Signals Mean for Financial Planning Finance Savings Investments Retirement Tax Planning Credit Risk Management Inflation has been the boogeyman of the economy for months.Sticky prices. Rising gas costs. A looming rate hike.The latest report provided useful data for Read More
John Keener | Oct 1, 2025 Overlooked Retirement Expenses (And How to Plan for Them) Retirement Finance Health Tax Planning Family Real Estate A comfortable retirement doesn’t come with a fixed price tag.Expenses can change over time, and some of the most important ones are easy to overlook.That’s one Read More
John Keener | Sep 1, 2025 Why Your Brain Sabotages Your Investment Plan (No Matter What the Market Does) Investments Finance Savings Risk Management The Dow crosses 45,000. Your brain whispers: "This has to be the top."The market drops 15%. Your brain screams: "Get out before it gets worse!"Different Read More
John Keener | Aug 1, 2025 Why Patience Beats Perfection: The Long-Term Investor's Guide to Market Timing Finance Investments Over the course of your investing life, you’ll encounter market lows and highs. Headlines often spotlight the extremes, especially when markets reach record Read More
John Keener | Jul 1, 2025 The New Face of Fraud: How AI Is Changing the Scam Game Technology Technology has changed nearly everything about the way we live, work, and connect including how scammers operate.Once upon a time, scams came in the form of Read More
John Keener | Jun 1, 2025 The New Face of Fraud: How AI Is Changing the Scam Game Technology Technology has changed nearly everything about the way we live, work, and connect including how scammers operate.Once upon a time, scams came in the form of Read More
John Keener | May 1, 2025 5 Smart Ways to Use Your Tax Refund in 2025 Investments Finance Tax Planning Tax season might not spark joy, but a refund sure can.In 2025, the IRS estimates the average federal income tax refund will top $3,170.1 That means a lot of Read More
