‘Tis the season here at Keen Wealth!

While folks are wrapping up their holiday shopping and party plans, we’re helping clients put a bow on their 2018 finances. This time of year I’m always moved and inspired by how many of our clients are looking outside of themselves, using the assets they’ve worked so hard for to improve our community and help those in need.

On today’s show, we discuss how charitable giving factors into your year-end tax planning preparation. A little forethought and some guidance from a financial professional can help you maximize your generosity – which could make a big difference in another person’s life this holiday season. According to experts, giving could give your own health and happiness a big boost as we head into the new year.