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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.
I believe that your retirement equation breaks down into three parts: things that you have total control over (such as how much you save and where you put those savings and investments); things you have some control over (how long you work); and things that you have no control over (short-term market returns, government policy).
At Keen Wealth, we try to do our part to keep our clients and listeners informed about the latest online threats. On today’s show we discuss how the Equifax breach happened, and offer some simple but effective cybersecurity tips that will help protect your info, and your money.