Subscribe now & never miss a blog or podcast
A few weeks ago, I don’t think many folks had heard the phrase “social distancing.” But now, maintaining safe, hygienic spaces that help limit the spread of the coronavirus is just a part of our lives.
This time last year, the big story in finance was gearing up for our first go around with the new tax laws that were passed at the end of 2017.
There’s a good reason why many fiduciary advisors have replaced the outdated phrase “retirement planning” with terms like “life-centered planning” when describing what we do.
When it comes to tending to your marriage, Valentine’s Day is one of the easiest days of the year. Cook a nice meal, go to a nice restaurant, buy a dozen roses, and all the hassle that goes into running your family and earning a living melts away.
When we ask our clients to describe their ideal retirement, two of the most common responses are “healthy” and “stable.” In our experience, most successful retirees find ways to align these two goals … and throw in a little fun as well. In fact, it seems that there may be a psychological connection between how we plan for our money and how we plan for our health.
Now that the SECURE Act has become law, it’s time for the follow-up we promised. Here are the key themes and specific provisions in the SECURE Act that my Keen Wealth team is studying right now: