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Keen On Retirement

Insights Blog & Podcast

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

Separating “Needs” from “Wants” Could Be Harming Your Financial Planning Thumbnail

Separating “Needs” from “Wants” Could Be Harming Your Financial Planning

When we set our monthly budgets or make a long-term plan for retirement, it's common to separate line items into three categories: needs, wants, and wishes. Then, we do the sensible thing and prioritize our needs. Once the mortgage, car payments, utilities, and grocery bills are covered, we move on to deciding if we can schedule a date night at that new restaurant. Maybe a weekend getaway will have to wait until next month.

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Are You Planning for “The New Long Life”? Thumbnail

Are You Planning for “The New Long Life”?

Instead of looking for ways to stay "young at heart," this generation of retirees might just end up staying younger, longer. In his book The New Long Life, Professor Andrew Scott of the London Business School argues that the intersection of technology and longevity is going to fundamentally change how all of us approach life. Instead of a traditional three-stage journey from education to work to retirement, folks who stay healthier and more active as they age will have more power to shape and reshape themselves over multiple stages.

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A Positive Outlook Can Lead To a Fulfilling Retirement Thumbnail

A Positive Outlook Can Lead To a Fulfilling Retirement

According to a new study from Oregon State University, “If you believe you are capable of becoming the healthy, engaged person you want to be in old age, you are much more likely to experience that outcome.” But that’s not typically how folks think about old age or even retirement. Instead of focusing on all the opportunities that lie ahead in the second half of our lives, we worry about experiences that may have passed us by forever or negative end-of-life transitions that we’re anticipating.

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