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Retirement planning isn’t just about fueling up for the flight to that dream destination. A lot of my clients at Keen Wealth also want to plan the most tax-efficient and responsible ways to set aside resources now that will support their kids and grandkids as they get started on their financial journey. That may mean a college education, buying a first home, or even giving them a head start on their retirement planning.
Imagine getting on an airplane for a dream vacation that you’ve been saving and planning for your entire life. Just as you’re settling into your seat, there’s an announcement from the captain: “Ladies and gentlemen, we’ve completed our pre-flight check, but I didn’t worry about the required fuel this time. If we end up being short, hopefully we will catch a tailwind that will get us to our destination. Should be fine.”
If your household is anything like mine, couples often divvy up jobs and responsibilities to make sure everything gets done, and everyone’s needs are met. Maybe one spouse works, and the other takes care of the kids. Maybe one spouse handles the meals, and the other handles transportation to lessons and practices. Maybe one spouse takes care of the yard, and the other takes care of home repairs.
We all want to thrive in life, and being healthy physically and emotionally is a huge first step. An important issue that often gets overshadowed by other wellness concerns is how we deal with the stresses in our lives.
There are few things in life more trying than the death of someone close to you. But if you are a spouse, executor, or chief beneficiary, settling that loved one’s estate adds a whole extra layer of complication and stress to what is already a very difficult time.
Whether you are currently enrolled in Medicare or are planning for it in the future, this episode will provide you with important information you need to be aware of. Medicare’s options and intricacies can be overwhelming if you’re not prepared for them – and like many issues in financial planning – they are a moving target.iTunes Between Now and Success