
Is $2.9 Million Enough to Retire Comfortably?
You typically don't build up a multi-million-dollar nest egg by timing the markets, cutting corners, or getting lucky. The majority of the folks we work with at Keen Wealth who hit that kind of financial milestone get there because over many years they've collaborated with their advisor on a plan they have real confidence in. Through market swings and the inevitable ups and downs of life, they've worked hard, made adjustments, stuck to their plan, and built meaningful wealth. But as you near retirement, it's not about your number. It's about what your number can do for you. Here's an example of how Keen Wealth's comprehensive planning process goes beyond the math to determine if a $2.9 million nest egg is "enough" for a married couple to enjoy a successful retirement at age 65.