Keen On Retirement

The successful retirees we work with at Keen Wealth aren't necessarily the folks who head into retirement with the most assets. It's retirees who are filled with the most purpose. Discussing these questions with your spouse and/or financial advisor can help you zero in on that purpose, and the best age for you to retire.

These are just some of the questions that we've been fielding about the IRA at Keen Wealth. On today's show, we answer these questions and discuss five major bullet points about the new law.

Here are five reasons you should consider adding a few extra days to your next trip.

On today's show, we discuss the differences between estate planning and the comprehensive legacy planning that's part of our checklist-driven process at Keen Wealth.

There are many reasons why people decide to start working with a financial advisor. Sometimes, the trigger is a major life event, such as getting married, starting a new job, or preparing for retirement.

I hope our longer answers on these important topics are a reminder that while there are some universal principles upon which you can build a financial plan, the long-term success of that plan will depend on how you and your advisor work together to find the best solutions for your specific needs and goals.