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Keen On Retirement

Insights Blog & Podcast

Focused insight on timely, relevant topics. Start planning your retirement. 

Separating “Needs” from “Wants” Could Be Harming Your Financial Planning Thumbnail

Separating “Needs” from “Wants” Could Be Harming Your Financial Planning

When we set our monthly budgets or make a long-term plan for retirement, it's common to separate line items into three categories: needs, wants, and wishes. Then, we do the sensible thing and prioritize our needs. Once the mortgage, car payments, utilities, and grocery bills are covered, we move on to deciding if we can schedule a date night at that new restaurant. Maybe a weekend getaway will have to wait until next month.

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Tiny Homes Make a Huge Difference for Kansas City’s Veterans Thumbnail

Tiny Homes Make a Huge Difference for Kansas City’s Veterans

A few years ago, I was intrigued by the many news stories I was seeing about the new “tiny homes” helping homeless veterans around Kansas City. I reached out and connected with the Veterans Community Project, and the more I learned, the more impressed I was by the impact that the VCP is having. One number really stood out: over 90% of the veterans whom the VCP work with are able to get back on their feet and reacclimate into society.

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Are Your Biases Giving You Bad Investment Advice? Thumbnail

Are Your Biases Giving You Bad Investment Advice?

Wall Street seems to share Greg’s cautious optimism, as does my team at Keen Wealth. But when the markets approach record highs or record lows, many investors let their financial biases get the better of them. Here’s what three common biases might be telling you about the markets right now, and why you’re better off following the course you and your advisor have set out.

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