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Keen On Retirement

Insights Blog & Podcast

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Putting Stock Market Fluctuations in Context Thumbnail

Putting Stock Market Fluctuations in Context

The US economy passed a major milestone this summer: the longest bull market in history. Starting with the bottom of the market in March of 2009 through August of 2018, the Dow Jones Industrial Average is up 290%, the S&P 500 is up 320%, and the Nasdaq is up 520%. 2018 has also seen more job growth, strong consumer sales and housing numbers, and Apple and Amazon hitting trillion-dollar valuations.

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Hopeful Politics: “Insider” Insights from My Recent Visit to D.C. Thumbnail

Hopeful Politics: “Insider” Insights from My Recent Visit to D.C.

As much as we caution investors against making knee-jerk reactions to the news, your investments and your long-term planning don’t exist in a vacuum either. That’s why when I attend conferences like the Barron’s Top Independent Advisors Summit or the Schwab Impact Conference, I like to come back with a report that I think will be beneficial to my clients and listeners. It’s just another way that we at Keen Wealth try to give the folks we work with a comprehensive financial-planning experience.

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If You Treat Your Nest Egg Like a Jackpot, You Could Lose Big Thumbnail

If You Treat Your Nest Egg Like a Jackpot, You Could Lose Big

Most of the clients that we work with at Keen Wealth are prudent, reasonable and disciplined with respect to their retirement resources. Every so often we will come across a soon-to-be retiree who thinks that when they gain access to their retirement nest egg, they can just stop working and crack open their accounts like they’ve just won the lottery. This occurs more often with folks who haven’t had to commit to a lifetime of saving, investing, and planning, but instead may have earned a lump sum on their pension, earned corporate profit sharing, or came into an inheritance. In s

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How Much Do You Need to Retire? Thumbnail

How Much Do You Need to Retire?

The number one question we get from clients and friends at Keen Wealth is, “How much money do I need to retire?” But that’s not the question we help our clients answer when we’re working on their financial plans. Contrary to all the late-night TV and internet ads, there’s not some magic number to hit, no secret formula for combined savings, assets and investments that’s going to guarantee a secure retirement.

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