S2 Wealth Planning

03/31/2026

April is National Financial Literacy Month, and if you're looking for one conversation that could change how the teens and young adults in your life think about money, start with their coffee order.The $5 That Could Be Worth Half a...

April is National Financial Literacy Month, and if you're looking for one conversation that could change how the teens and young adults in your life think about money, start with their coffee order. The \$5 That Could Be Worth Half a...

03/06/2026

When you’ve done something special you know it right away.

I’m at the Hawkeye Farm Show providing tips on brain health, educating farm families on the 10 warning signs of and dementia, and sharing the positive news about developments early detection, treatments for the disease and impact on symptom improvement provided by positive lifestyle changes tracked in the .

The topper? I’m able to offer a free download of my new book, “Tending What Matters: A Financial Planner’s Guide to Agricultural Families Navigating Dementia” through Amazon for the duration of the show. Dozens of families have shared that they wished they had a field guide like this years ago when they dealt with the dementia challenges faced with their parents. .

https://a.co/d/0jfp4Buy

12/23/2025

This is the season where memories can become nostalgic traditions that we look back on fondly. We hope this season brings you the type of experiences that feel like they were pulled from a Norman Rockwell painting--wonderful memories of time spent together joyfully with family and friends. Merry Christmas, and wishes for a Healthy, Happy and Prosperous New Year!

11/26/2025

As an investor, should you be more concerned about the value of your groceries or artificial intelligence? It may seem like a silly question, but there’s a serious answer. One way to measure a stock’s valuation is by looking at what’s...

A look at Price to Earnings shows a different story for the major AI players when compared to the 2000

10/08/2025

I'm honored to be recognized by the as the 2025 Volunteer Community Educator of the Year. As long as this disease continues to affect the population, I will continue to share guidance to families affected by the disease.

08/06/2025

August is "Make a Will Month." 10% of all planning engagement revenue received between now and September 27, 2025 will be donated to the "Alzheimer's Association Walk to Remember-Des Moines" Make a difference to your family and others managing the care of a family member with dementia. Contact Keith to get started at (847) 917-0076 or online at https://calendly.com/s2wealth-kp/15min

04/22/2025

I am honored to be recognized as the Community Educator of the Year for the Iowa Chapter. As a CFP® professional, I have seen firsthand the financial impact a dementia diagnosis can have on a client, their spouse, and their circle of family and friends.

I became a community educator for the Alzheimer's Association to help guide more families facing the disease in finding answers to their key questions about what they should consider in their legal and financial planning, what other resources are available, and how to best manage the financial, physical, and emotional toll that comes from assuming the role of caregiver of someone battling Alzheimer's Disease or other dementias.

04/01/2025

🚨 BREAKING NEWS: The Social Security Administration has announced a new "Find Our Own Lifetime Security" program allowing Americans to self-identify to the administration at the age that would provide their full retirement benefits. With recent market volatility, many consumers are looking to "self-identify" as a 62-, 67- or even a 70-year old providing for Social Security Retirement income benefits immediately.

Sam Clemmons, spokesperson for Social Security stated, "They say the problem with youth is that it's wasted on the young. This new program gives younger adults the ability to spend their retirement years while they're still young enough and foolish enough to enjoy them."

The official name of the program is "Accounting Plans Require Innovative Logic--Find Our Own Lifetime Strategy" 🤑💸

Time to retire tomorrow, right? APRIL FOOL'S! 😂

While we can't promise overnight riches, we CAN help you grow your wealth responsibly. Let's get serious about planning for your financial future today (no jokes here)!

02/21/2025

One of the common mistakes we find when working with new financial planning clients is they've gone through the effort of drafting a well-thought-out estate plan with a revocable trust intended to keep their assets out of the expense, delays, and publicity of the probate courts, however, they never "fund" their trust by retitling their accounts or property in the trust.

Having a trust drafted but not funding it with individually or jointly owned assets is like spending money for a fancy sports car and not buying any gas to put in it. It may look pretty but won't do what it's built to do.

02/11/2025

"5-ball, corner pocket" The goal is to have retirement planning is more than just calling your shot.. If you're not working with a financial planner, the path to the goal may look a bit fuzzy and you may not realize that there are potential roadblocks that can send you off-course.

Working with a financial planner, your new view should be much clearer and by implementing certain planning strategies together, you may be able to reduce the risks of running into something that can send your financial security off course. The risks are still there, but you're aware of them and less likely to impact your plan.

Contact us to schedule a consultation to see your way more clearly and improve the chances that you can have financial security all the way to the end.

https://calendly.com/s2wealth-kp/phone-call-or-zoom-meeting