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I often describe the financial planning we do at Keen Wealth as a checklist-driven process. Using checklists does not just ensure that my team always has the relevant issues covered. It gives financial planning a structure that helps folks understand how their money is working for them.
Here are three things seniors should be thinking about as they plan for their second or third professional act.
Whatever the plan may be, retirement before age 59 1/2 can pose some significant cash flow challenges for folks who need early access to their IRAs and 401(k)s. On today's show, we discuss how incorporating IRS code 72(t) into a financial plan can help.
If you think this might be the year that you retire, ask yourself these three questions to see if you're both financially and mentally prepared.
No matter how well prepared you think you are, not matter how long you've been counting down the days, that first Monday morning after retirement is going to feel like a change.
According to a recent poll by CNN, one third of Americans believe that the economy is the most pressing issue facing the country right now. That's not surprising as rising prices continue to hurt folks from the gas pumps to the grocery store and everywhere in between.