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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.
These are just some of the questions that we've been fielding about the IRA at Keen Wealth. On today's show, we answer these questions and discuss five major bullet points about the new law.
There are many reasons why people decide to start working with a financial advisor. Sometimes, the trigger is a major life event, such as getting married, starting a new job, or preparing for retirement.
Here are three strategies for weathering this bout of volatility that I hope you'll think about and discuss with your financial advisor.
Headline writers love superlatives: the "biggest" drop, the "highest" inflation rate, the "most" pessimism, and so on. Those words might generate clicks and keep you glued to cable news. But they don't tell the full story of where our economy has been, where it is right now, and where it's probably headed.
As we discuss on today's episode, this year's report, released on June 2nd, is a bit more optimistic. But the ongoing social, political, and economic challenges that will affect your benefits in retirement mean it's critical that folks understand how these funds work, maintain realistic expectations, and work with an advisor to plan ahead.