Keen On Retirement

Clients and friends of Keen Wealth have questions surrounding the Setting Every Community Up For Retirement Enhancement (SECURE) Act that was passed at the end of 2019. And with good reason! In many ways, the SECURE Act represents a significant rethink of retirement and estate planning. The government has recognized that as folks begin working longer at a wider variety of jobs, individuals need to start taking more personal responsibility for their retirement planning.

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.

Anthony is a professional engineer who learned early in his career that the success of an engineering firm relied heavily on its employees’ ability to communicate and mange effectively. Anthony founded the Engineering Management Institute to bring his passion for engineering management training to engineering organizations worldwide through customized on-site and online training.

Now that the SECURE Act has become law, it’s time for the follow-up we promised. Here are the key themes and specific provisions in the SECURE Act that my Keen Wealth team is studying right now:

Thank you to all of our clients, family, and friends who continue to make our Holiday Breakfasts such a wonderful tradition. And if you haven’t already, call us up to schedule a meeting so that we can review your portfolio and your goals for a happy, healthy, and prosperous 2020.

Believe me, I understand that your checklist for the month of December is probably spilling onto another page already. And it’s not much fun to sit around the fire and think about filing taxes in April. But there’s less than two weeks left to consider some moves that could have a major impact on how you wrap up 2019 and progress into 2020.