facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Keen On Retirement

Insights Blog & Podcast

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


Subscribe now & never miss a blog or podcast

Thank you for submitting your information. Please make sure we are on your safe sender list so you don’t miss our emails.




SUBSCRIBE

Prepare for 3 Important Changes to Social Security Coming in 2021 Thumbnail

Prepare for 3 Important Changes to Social Security Coming in 2021

Now that the presidential election is nearly over, I hope that folks will start to focus a little bit more attention on their financial planning to-do lists as we close out 2020. I know it’s tempting to get caught up in speculating what Congress and the Federal Reserve will or won’t do with regards to the economy, the markets, and health care. But those are unknown variables right now that none of us can control.

Read More
Don't Click on These 4 Covid-19 Scams Thumbnail

Don't Click on These 4 Covid-19 Scams

Any time there’s a lot of data moving from A to B, folks have to be extra vigilant about protecting themselves from hacks and scams. Back in 2018, when approximately 59 million Americans started receiving new Medicare and Medicaid cards, fraudsters pounced, claiming they were calling on behalf of the government to “confirm” those new ID numbers.

Read More
Better Habits for Better Health, Better Financial Stability, and a Better Retirement Thumbnail

Better Habits for Better Health, Better Financial Stability, and a Better Retirement

When we ask our clients to describe their ideal retirement, two of the most common responses are “healthy” and “stable.” In our experience, most successful retirees find ways to align these two goals … and throw in a little fun as well. In fact, it seems that there may be a psychological connection between how we plan for our money and how we plan for our health.

Read More
The Go-Go, Slow-Go, and No-Go Years: A Spending Plan for All Three Phases of Retirement Thumbnail

The Go-Go, Slow-Go, and No-Go Years: A Spending Plan for All Three Phases of Retirement

At Keen Wealth, we stress planning for retirement as far in advance as possible so that our clients will be ahead of the game. We encourage clients to create a retirement blueprint with measurable milestones and specific achievable goals. And we help them implement personalized strategies for disciplined wealth-building over time.

Read More