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Keen On Retirement

Insights Blog & Podcast

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

Forecast 2019: Anticipating Change Thumbnail

Forecast 2019: Anticipating Change

Thank you to all of our clients, family, and friends who attended our 2018 Holiday Breakfast. If you didn’t have time to schedule an annual review of your financial plan during the hustle and bustle of the holidays, give us a call and set up an appointment so we can get going on making 2019 another positive and productive year.

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Hopeful Politics: “Insider” Insights from My Recent Visit to D.C. Thumbnail

Hopeful Politics: “Insider” Insights from My Recent Visit to D.C.

As much as we caution investors against making knee-jerk reactions to the news, your investments and your long-term planning don’t exist in a vacuum either. That’s why when I attend conferences like the Barron’s Top Independent Advisors Summit or the Schwab Impact Conference, I like to come back with a report that I think will be beneficial to my clients and listeners. It’s just another way that we at Keen Wealth try to give the folks we work with a comprehensive financial-planning experience.

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20 Minutes to Live Thumbnail

20 Minutes to Live

On January 13th, I was walking through the grocery store with my mother and daughter when I noticed that I’d missed a call from my son, Devin, who was vacationing in Hawaii. I played Devin’s voicemail and listened as he very calmly told me that I didn’t have to worry. The alert of an incoming ballistic missile, headed for Hawaii, had been a false alarm. He was safe, after spending a terrifying 25 minutes huddled in a storm drain with about a dozen other people.

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