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Keen On Retirement

Insights Blog & Podcast

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

How to Navigate the Passing of Your Spouse Part 2 Thumbnail

How to Navigate the Passing of Your Spouse Part 2

No one is ever truly prepared for the loss of a spouse. And what is already an emotionally challenging life transition can be even more difficult if a couple doesn't have a comprehensive financial plan that's designed to support both people together and separately. In this three-part series, I'll discuss how to Prepare for, Cope with, and Move forward from the death of a spouse, and how Keen Wealth's planning process can help.

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Answering Your Questions About Maximizing Social Security Benefits Thumbnail

Answering Your Questions About Maximizing Social Security Benefits

We received very enthusiastic responses from folks who attended our recent webinar, Maximizing Social Security Benefits. As always, Matt Wilson, Keen Wealth's President and Chief Investment Officer, did an outstanding job of presenting up-to-the-minute information explaining some strategies for integrating Social Security into a comprehensive financial plan.

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How to Navigate the Passing of Your Spouse Thumbnail

How to Navigate the Passing of Your Spouse

No one is ever truly prepared for the loss of a spouse. And what is already an emotionally challenging life transition can be even more difficult if a couple doesn't have a comprehensive financial plan that's designed to support both people together and separately. In this three-part series, I'll discuss how to Prepare for, Cope with, and Move forward from the death of a spouse, and how Keen Wealth's planning process can help.

Read More