As divided as Americans may be about a whole bunch of issues, it's heartening to see that we do still agree on the importance of giving back. According to recent reports, as America faced some of its toughest challenges ever in 2020, charitable giving rose 5.1% to a record $471.44 billion.
No matter how well prepared you think you are, not matter how long you've been counting down the days, that first Monday morning after retirement is going to feel like a change.
On today's show, we discuss why 2022 should be the year you stop making resolutions and start making action plans to hit your top goals -- especially financial ones.
Providing solid, fact-based content that’s educational and – hopefully! – entertaining is a core component of the Keen Wealth mission. 2021 certainly gave us all plenty to talk about, and as my team shifts its focus to the New Year, we’re already preparing to tackle a slate of topics that are important to folks at every stage of their financial planning.
As much as we look forward to this time of year, the holidays aren't all merry and bright for everyone. Health concerns, transportation difficulties, and complicated schedules might be preventing some folks from spending time with loved ones this year. Others who are looking forward to the first "normal" holiday dinner in a couple years could be feeling the stress of all that planning and preparation. And for many families, this might be the first holiday meal with an empty chair at the table due to the loss of a loved one.
For the second year in a row, we decided that it would be prudent to hold our Holiday Market Outlook virtually. And while we're disappointed that we can't share the fellowship of our breakfast event with you, please know how grateful the Keen Wealth team is for the privilege of serving as your financial advisor.