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Nothing quite that widespread or dramatic has rocked the internet so far this year, but that doesn’t mean we can all start relaxing about cybersecurity. In fact, some of the scams that are making the rounds right now mix online and offline tricks to try to capture your most important information. I received one in my own home mailbox recently!
I’ve often seen parents, who have the best intentions, provide ongoing financial support to their adult children that comes at the expense of the parents’ retirement savings. There’s a delicate balance here between our desire as parents to help our children and our need to protect our retirement nest eggs.
Deciding when to start taking Social Security payments is one of the most important decisions you and your fiduciary advisor will make about your retirement plan. It’s also one of the trickiest to get right.
I’ve written before that my team at Keen Wealth places a high priority on educating ourselves about trends, innovations, and ideas that could have an impact on the financial and lifestyle planning we do for our clients. Personally, I set aside a few hours out of my workweek for learning time, and recently I came across a fascinating Ted2017 talk from Susan Pinker. She’s a developmental psychologist whose book, The Village Effect, talks about how important face-to-face social bonds are to our longevity and quality of life. I recommend watching Pinker’s entire Ted2017 talk, but I’d also like to focus on a few insights that I think can really help seniors strengthen their social bonds and enjoy a long and prosperous life in retirement.
I’ve mentioned before how vital it is that retirees replace their old 9 to 5 routines with a schedule that keeps them active and engaged. More and more retirees – including some of my own clients – have started taking retirement gap years to help them do just that.
We’re big on planning ahead at Keen Wealth. So over your holiday break, take a moment to go through my end of 2017 checklist. Tie up any loose ends, get some meetings on your calendar, and you’ll be ready to hit the ground running in 2018.