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Getting older isn't easy. Aches and pains can start to pile up and linger longer than they used to. Making necessary choices about estate planning can cause people to confront their own mortality. And transitioning into retirement can pose some significant financial as well as psychological challenges.
As divided as Americans may be about a whole bunch of issues, it's heartening to see that we do still agree on the importance of giving back. According to recent reports, as America faced some of its toughest challenges ever in 2020, charitable giving rose 5.1% to a record $471.44 billion.
On today's show, we discuss why 2022 should be the year you stop making resolutions and start making action plans to hit your top goals -- especially financial ones.
Providing solid, fact-based content that’s educational and – hopefully! – entertaining is a core component of the Keen Wealth mission. 2021 certainly gave us all plenty to talk about, and as my team shifts its focus to the New Year, we’re already preparing to tackle a slate of topics that are important to folks at every stage of their financial planning.
Here are three ways that seniors can pass on some valuable money life lessons to their grandchildren.
As we discuss on today’s show, history tells us that financial planning requires a delicate balance between making the most out of the present and laying the groundwork for success in the future.