With about a month until Tax Day on Tuesday, April 15th, you should, ideally, have all your financial documents collected. It might be a good idea to check in one last time with your financial advisor before you send your 2024 data to your CPA or start plugging away on your favorite tax software.

But as you put a bow on last year, it's important to keep an eye on the future, especially for retirees. Cracking open your nest egg and sequencing how and when you use your assets and benefits is a complex process. Decisions you make today can affect your lifetime tax liability, the lifestyle you can enjoy during your Golden Years, and your legacy planning.

On today's show, we use this combination of short-term and long-term perspective to tackle some listener tax questions and explain how the Keen Wealth Advantage can help you feel more confident about how taxes fit into your comprehensive planning.

The words “fun” and “taxes” probably don’t go together in your mind.

But, as I mention on today’s episode, they do at Keen Wealth!

Helping folks be good stewards of their money so that they can enjoy life to the fullest is one of the most rewarding parts of being a financial advisor. And as Tax Day approaches, I love seeing my team in action, working through our checklist-driven process to make sure folks aren’t overlooking any details or making any mistakes that might not be fixable.

Whether you’re working with professionals or preparing your taxes solo, make sure these four common filing errors are on your radar.

If you're spending a lot of your day scrolling on social media or glued to cable news, you might feel like your emotions are running a little high right now.

Major life transitions can also cause our feelings to spike, whether we're getting ready to send a kid to college or thinking about retiring.

But while letting your feelings in is just part of being human, letting too much emotion seep into your financial decision-making can be catastrophic for your long-term security.

On today's show, we discuss financial biases that we all should be on the lookout for as we try to manage both our emotions and our money.