Keen On Retirement™

Here are three things seniors should be thinking about as they plan for their second or third professional act.

Getting older isn't easy. Aches and pains can start to pile up and linger longer than they used to. Making necessary choices about estate planning can cause people to confront their own mortality. And transitioning into retirement can pose some significant financial as well as psychological challenges.

If you think this might be the year that you retire, ask yourself these three questions to see if you're both financially and mentally prepared.

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.

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.