Keen On Retirement

As much as we look forward to this time of year, the holidays aren't all merry and bright for everyone. Health concerns, transportation difficulties, and complicated schedules might be preventing some folks from spending time with loved ones this year. Others who are looking forward to the first "normal" holiday dinner in a couple years could be feeling the stress of all that planning and preparation. And for many families, this might be the first holiday meal with an empty chair at the table due to the loss of a loved one.

For the second year in a row, we decided that it would be prudent to hold our Holiday Market Outlook virtually. And while we're disappointed that we can't share the fellowship of our breakfast event with you, please know how grateful the Keen Wealth team is for the privilege of serving as your financial advisor.

Here are three ways that seniors can pass on some valuable money life lessons to their grandchildren.

As we discuss on today’s show, history tells us that financial planning requires a delicate balance between making the most out of the present and laying the groundwork for success in the future.

Moving into the holiday season, our thoughts naturally turn to the friends and family we're so grateful to have in our lives. Seeing those people may feel extra special if, after a Zoom Thanksgiving in 2020, you're finally going to be able to share your dinner table with loved ones this week.

On today's show, we discuss how to prevent your own estate from getting tangled in red tape and bad blood.