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Keen On Retirement

Insights Blog & Podcast

Focused insight on timely, relevant topics. Start planning your retirement. 

3 Factors That Make Affluent Seniors More Satisfied in Retirement Thumbnail

3 Factors That Make Affluent Seniors More Satisfied in Retirement

According to a recent study by the Employee Benefit Research Institute’s Retirement Security Research Center, affluent retirees are, on average, more satisfied than retirees with modest assets and folks who are just managing to get by. Now that probably doesn't sound like a very eye-opening conclusion. But what the EBRI found was that it wasn't really money that made affluent retirees feel better about retirement. It was three factors that I believe should be a cornerstone of any retirement plan, no matter how big your nest egg is.

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How to Pick the "Right" Beneficiaries for Your Retirement Accounts Thumbnail

How to Pick the "Right" Beneficiaries for Your Retirement Accounts

Making sure that you and your assets are protected at the end of your life is a standard part of our planning process at Keen Wealth. Over the past several years, we’ve welcomed many new clients who have been putting off estate planning decisions for far too long. Living through the pandemic gave these folks the sense of urgency they needed to sit down with my team and start thinking about the legacy they want to leave to their heirs.

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Keeping Your Financial Plan in Sync with an Early Retirement Goal Thumbnail

Keeping Your Financial Plan in Sync with an Early Retirement Goal

The pandemic given us all a new perspective on our lives and our work. I think that’s a big reason why we’ve had a number of our clients at Keen Wealth ask us about early retirement scenarios this year. After a year of locking down, missing friends and family, working from home, and in far too many cases, losing loved ones, folks want more than just financial security. They want to use their assets to live their best lives for as long as they can.

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Is Your Retirement Plan Ready For Higher Inflation? Thumbnail

Is Your Retirement Plan Ready For Higher Inflation?

As good as it feels to be exiting the pandemic and enjoying a relatively normal summer, the ongoing economic fallout from COVID-19 and the levers our government pulled to accelerate recovery have a lot of folks worried about inflation. Those fears spiked recently after the Bureau of Labor Statistics reported that consumer prices rose by 5% during the month of May, the biggest jump since 2008. Those numbers are ringing alarm bells for some of our older clients who don't like being reminded of 1970s stagflation as they're nearing or beginning retirement.

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