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Keen On Retirement

Insights Blog & Podcast

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Analyzing October’s Bumpy Market History and Other Listener Questions Thumbnail

Analyzing October’s Bumpy Market History and Other Listener Questions

That's probably a big reason why October has a reputation for being the worst month for investing. But as we discuss on today's show, digging into the numbers and taking in the broader historical perspective reveals some more important lessons for investors who get spooked by volatility. We also bring that same long-term perspective to a couple questions our Keen Wealth clients have been asking recently.

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Deficits, Inflation, and Your Retirement Planning Thumbnail

Deficits, Inflation, and Your Retirement Planning

Do budget deficits matter to the health of the U.S. government and economy? That's been a hot topic of conversation among economists, especially as debate raged about the most effective way for the government to support folks during the pandemic. And it's been a topic that's popped up on a few of our Keen on Retirement episodes and blogs as well.

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Will the Build Back Better Plan Affect Your Tax Planning? Thumbnail

Will the Build Back Better Plan Affect Your Tax Planning?

One reason we advise our clients not to overreact to election results is that the plans candidates propose on the campaign trail often look very different once they've worked through the U.S. lawmaking process. President Biden's agenda has struggled with that very reality in recent weeks. As Congress continues to debate and negotiate the Build Back Better Plan, perhaps the central topic of discussion has been balancing ambitious spending with changes to tax codes that would be necessary to pay for that spending.

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Know Your Options for the 2021 Medicare Open Enrollment Period Thumbnail

Know Your Options for the 2021 Medicare Open Enrollment Period

It's that time again! Every year, during the open enrollment period from October 15th through December 7th, we recommend that all seniors review their Medicare coverage and see what new options might be available to them. It's also extremely important that new retirees who are signing up for Medicare for the first time get a handle on the ABCDs of Medicare, as well as the things that Medicare does and doesn't cover.

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