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Blog

A teenager holding a yellow and blue longboard talking to her friend
John Keener | Aug 1, 2022

Finance Lessons for Your Teen

Family
Finance
Teens are adults in training and an important part of your family's financial picture. Help them build good habits so they're ready for the future.
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A person holding a smartphone. On the phone screen is a series of charts and graphs showing an investment's performance.
John Keener | Jul 1, 2022

Understanding Your True Risk Tolerance

Investments
Knowing both your financial and emotional risk tolerance could be vital to your portfolio performance.
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Young woman pouring a drink for an older woman. They are sitting together at a table.
John Keener | Jun 1, 2022

Talking to your Aging Parents about Finances

Retirement
As your parents age, they may become less capable of managing their own finances. Here are some ways to approach the subject.
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Elderly woman doing yoga in a park
John Keener | May 1, 2022

The New Normal Retirement

Retirement
There's more to preparing for retirement than just saving. Here's what to consider.
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John Keener | Apr 1, 2022

Thinking of Filing for a Tax Extension? Here's What You Should Know

Tax Planning
If you have any doubts about meeting the tax deadline, you may want to consider filing for an extension.
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John Keener | Mar 1, 2022

Easy Tips to Take Time Off Taxes

Tax Planning
April 18th is fast approaching. Here's how to stay organized so you can get your taxes filed.
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An open book on a windowsill. The book is resting on a knit blanket, and there is a pair of reading glasses on top of the book.
John Keener | Feb 1, 2022

Why You Need an Investment Philosophy

Investments
Finance
It may be easier to stick to your financial goals if you have a strong investment philosophy in place.
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An elderly man and woman sitting together. They have their backs to the camera and are looking out at a vineyard.
John Keener | Jan 1, 2022

Financing Long-Term Care: Your Options Explained

Health
It's not always pleasant to think about the possibility of needing long-term care, but it's a necessary part of getting older.
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Elderly man and woman laughing. The man is holding a map, and the woman is wearing a backpack. They look like they are travelling.
John Keener | Dec 1, 2021

Living the Dream How to Plan for Your Ideal Retirement

Retirement
The most important thing about retirement is that you have the time, money, and space to do what makes you happy.
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Man and woman shaking hands over a desk. On the desk is a laptop and a coffee cup.
John Keener | Nov 1, 2021

More than Finances: The Benefits of Holistic Advice from Financial Professionals

Finance
When thinking about our physical health, it’s common to take a holistic approach. So why don’t we approach our financial health the same way?
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man using a laptop
John Keener | Oct 1, 2021

Understanding Exchange-Traded Funds

Finance

Thinking about where to invest your money can be overwhelming and confusing, especially for those who are unfamiliar with all options for investing. If you’d

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side view of a car
John Keener | Sep 1, 2021

How to Finance Your Dream Car

Finance

Car ownership is necessary for many of us to get around, especially for those who live far from public transportation. While you may choose to drive something

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