S2 Wealth Planning

06/11/2026

If you could choose between living to 90 with 25 years of declining health, or living to 85 with 20 vibrant, independent years, which would you choose?
Most people already know the answer. The key is making sure your plan supports it.

Lifespan tells us how long we may live. Healthspan tells us how fully we get to live those years. You should include both in your financial planning discussions.

05/22/2026

As we celebrate the unofficial start of summer, we take a moment to give heartfelt thanks to the brave soldiers who fought for our country, protecting the special life we too often take for granted.

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.