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At the beginning of the new year, Keen Wealth makes it a priority to run through our financial planning checklists with clients. This helps us put a bow on the year we just finished and make sure that folks have everything in order to try to make the year ahead as productive and prosperous as possible.
Most New Year’s resolutions are made to fail. Only 8% of people manage to keep their resolutions, and according to some studies, an incredible 80% of resolutions don’t even make it to February.
Friday afternoon you clock out for the last time and walk into a big retirement party with all your co-workers. Following that, there’s another celebration over the weekend at home with friends and family. You’re looking forward to Monday morning, sleeping a little later, taking time to cook a nice breakfast with your spouse, and then spending the rest of your day doing what you want, when you want, with the people who matter the most to you
More and more retirees are doing something very surprising with their nest eggs. Nothing! OK, OK, I’m exaggerating a little bit. After all, cracking open that nest egg you’ve worked so hard for and finding money that will support you through your golden years is definitely a very big something.
At Keen Wealth, we encourage our married clients to participate equally in the financial planning process. One spouse might be the primary breadwinner and the other might keep up the home and raise the kids. Or both spouses may have careers but one still handles all of the financial planning.
A generation or two ago, most folks retired just because they turned 65. Today’s retirement is a bit more complicated than that. Age is still an important factor, but your ability to connect your financial resources to your lifestyle goals is just as important. And that brings us to one of my favorite planning tools – Checklists!