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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.
Spring is finally here! Time to throw open the windows, and let some sun and fresh air back into your house — and your finances. Yes, we recommend working with a fiduciary advisor who will be thinking about your financial situation consistently throughout the year. But why not let spring time be a catalyst for a personal spring clean for your financial house just as much as for your cluttered garage and closet? Here are some tips we at Keen Wealth Advisors encourage our clients to consider:
At Keen Wealth Advisors, we believe that long-term financial success requires a focus on two distinct areas: First, crafting a financial plan specifically tailored to your needs, abilities, and hopes for the future; and second, choosing the right investments to fund the plan.
Health care costs are a wildcard for retirees and are only expected to rise due to an increase in life expectancy, a rise in the utilization of medical services, and rising prescription drug costs.
What if you are healthy at 100? Will your retirement savings last that long? We all know how important it is to create a retirement plan and save to ensure that we have enough to last through those Golden Years, but many people haven’t saved enough. Only one in four people aged 55 and over has more than $300,000 saved. Fortunately, most of our clients at Keen Wealth Advisors fall in that “one in four” category and have done a nice job saving for retirement.
One lesson that was driven home again during the recent 24-hour news cycle surrounding the election was, “Don’t believe everything you read and hear.”