Keen On Retirement

Now that the SECURE Act has become law, it’s time for the follow-up we promised. Here are the key themes and specific provisions in the SECURE Act that my Keen Wealth team is studying right now:

But sustaining that can-do attitude can be really challenging once we settle back into our daily routines. Study after study has shown that most New Year’s resolutions fail in a matter of weeks. That can lead to feelings of defeat and even depression before the year has even begun.

Black Friday used to be a one-day event for all those power shoppers sleeping off their turkey dinners in tents outside the mall. Today, that quick sprint for a bargain TV or Tickle Me Elmo has turned into a two-month shopping marathon that many of us run from the comfort of our homes. I’ve been seeing Black Friday and Cyber Monday offers in my email and social media feeds since early November!

So on today’s show, we’re going to move from the high-level view of the economy down to the trenches here at Keen Wealth. These are the strategies we use for both our working and retired clients during volatile times.

At Keen Wealth, we stress planning for retirement as far in advance as possible so that our clients will be ahead of the game. We encourage clients to create a retirement blueprint with measurable milestones and specific achievable goals. And we help them implement personalized strategies for disciplined wealth-building over time.

When is the best time to start planning for retirement? Right now! Whether you’re new to the workforce or just starting to see retirement on the horizon, you never know what tomorrow is going to bring. Hopefully you’re able to work as long as you want, doing something that’s fulfilling until you’re ready to retire.