Are you taking too much risk? Too little risk? Does your portfolio risk match your personal risk?
Self test: Measure your risk here.
If you’re unsure on where your current plan stands, click the button below to self-assess.
Start by selecting a goal that is most important to you. You’ll be able to see if you’re on track and how simple adjustments can impact your ability to reach your goal.
Once you’re ready, request a consultation, and we’ll work together to build a plan to help make your financial goals a reality.
Increasing your wealth over time is about more than making the right stock picks or always buying low and selling high. Too often, we see intelligent investors hamstring their potential for success by making fundamental errors in their investing strategy.
Over the years, we have observed the effects of fear, greed, lack of discipline, groupthink, and many other pitfalls that investors experience. Accordingly, we have compiled this list of seven principles of long-term investing. These principles are by no means exhaustive, nor will they guarantee investment success, but we hope that you will find them useful in helping you make investment decisions.
There’s no reason to sugar coat this. If you’re running a business and you have not taken the time to plan and protect your business and personal assets, good luck. In the present economic/political climate the small business owner is under direct attack. Ignore this fact and you – and your family - will feel the pain, and it won’t be isolated to your finances.
There are common mistakes business owners often make. There are ways to - intelligently legally, and proactively – avoid them but it will take a commitment from you. Initially all you need is 60 minutes. Less time than you spent in the restaurant last week. Much less time than you spent at any school event, party, golf outing, etc.
Time can be your best friend or your worst enemy; you choose.
So, if your business and family are important to you I urge you to take the time - 60 minutes - to attend my next presentation. Sixty minutes. No sales pitch. Just clear, common sense information. I can assure you it will be time well spent and I have no product brochures or binders for you to carry home and throw in the trash.
Few words better characterize today's financial markets than uncertainty. We believe investors need to adjust their expectations in order to adapt to the road ahead. It seems to be the nature of today’s markets to subject investors to price fluctuations and confusing global events that test emotional fortitude at every turn. Experience has taught us that successful investing requires discipline and the patient execution of a long-term strategy, most especially when it is emotionally difficult.
Due to increasing life expectancies, many are concerned they may outlive their retirement savings. Use this calculator to help determine when your retirement savings account may be depleted given a specified monthly income target. Remember, you currently may be in receipt of a company pension or Social Security that may help supplement your retirement savings accounts.
Creating a strategy that may help your loved ones is one of the most important and fundamental steps in developing a sound financial approach. This calculator may help you better assess your family's needs in the event of your untimely death.
Just about everyone has a different opinion on how you should invest or manage your money. With so much contradictory advice, you may have a hard time confidently deciding what will work for your personal situation. Every person is unique and has their own definition of financial independence, which means no one financial strategy fits all.
At Keaney Financial Services Corp., we strive to create a personalized financial roadmap that may guide you toward your desired destination. We seek to simplify complex financial terms and investment options. We pride ourselves in offering honest advice to help you navigate the complexities of investing and financial strategies. In all we do, our goal is to humbly serve you by nurturing long-term relationships built on trust and performance.
Without a roadmap, the path toward and into retirement can be difficult. Having a comprehensive and up-to-date retirement strategy, with a knowledgeable team offering support, may help make the road ahead less strenuous.
At Keaney Financial Services Corp., we understand the many concerns individuals and families face as they prepare for retirement, whether that is five or fifteen years away. Our goal is to help clients feel confident about their future and pursue their vision of a comfortable retirement. Through our comprehensive approach, we develop customized retirement strategies that address clients’ individual needs and goals, both short and long-term.
Retirement is a significant milestone in one’s life. Our mission is to help make that transition more manageable and less stressful by building a personalized retirement strategy and offering ongoing support, unbiased advice, and objective guidance. Start preparing for tomorrow’s retirement today by contacting us to learn more or to set up a commitment-free introductory meeting.