Mack, Jansen, Keeney & Associates

01/06/2025

Managing multiple financial priorities can feel like a juggling act. But together we can find a balance between today’s needs and tomorrow’s goals.

01/06/2025

In honor of National Financial Wellness Month, take time to prioritize your finances and set your financial goals for the year ahead. Let’s connect to review your financial priorities and discuss if you’re on track.

12/21/2024

It’s officially winter! What’s your favorite winter activity?

12/16/2024

As loved ones age, it’s normal to find yourself providing more support. This can often come with unique financial, medical and legacy challenges. I can help you take steps now to reduce stressors for you and your loved ones in the future.

How to manage the unique financial, medical and legacy challenges.

12/11/2024

One key benefit of having estate planning conversations is creating transparency and trust with your loved ones. Have you checked all the important estate and legacy planning boxes? Let’s connect to help ensure you have a plan in place.

11/13/2024

Passing on real estate to heirs often comes with financial and emotional challenges. Here are three ways to provide clarity and reduce worries for everyone involved:

1. Audit important property information
2. Understanding tax and other financial implications
3. Have a proactive and candid conversation

Take proactive steps today to help ensure your legacy is carried out as you wish.

11/12/2024

Discussing your estate plan with loved ones can be difficult – but it is an important conversation to have. Here are tips for how to have a healthy estate planning conversation, and ways I can help facilitate the conversation.

Learn what goes into having a successful and productive estate planning conversation.

11/08/2024

For many investors, creating an estate plan brings peace of mind, knowing that their loved ones are supported. When did you last review your plan? Let’s connect to help ensure your assets go exactly where you intend.

10/02/2024

For many investors, a 401(k) is the cornerstone of their retirement income strategy. When did you last review your plan? Let’s connect to help ensure your 401(k) investments are aligned to your retirement goals.

09/06/2024

Grandparents can offer a wealth of knowledge and experience to their grandchildren. What financial wisdom will you pass down to your grandchildren?

09/02/2024

Wishing you a safe, fun and relaxing Labor Day.

08/07/2024

Choosing when to take Social Security is one of the most important decisions you’ll make as you near retirement. You don’t have to make it alone. Let’s work together to evaluate your options and plan for your future.