Keen On Retirement™

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A Simple Checklist Saves Lives...and Improves Financial Planning Outcomes Thumbnail

A Simple Checklist Saves Lives...and Improves Financial Planning Outcomes

December 20, 2015 Retirement Planning Financial Planning Blog

Financial planning can be complex and overwhelming and that’s why we look for ways to keep the process organized and on track.

What Exactly is a “Financial Plan?” Thumbnail

What Exactly is a “Financial Plan?”

November 10, 2015 Retirement Planning Financial Planning Podcast

People throw around the phrase “financial plan” rather loosely. Today, we’ll discuss how we define what a financial plan is and why everyone should have one.