Keen On Retirement™

Nearly seven months later the Covid-19 situation remains very fluid. Infection and hospitalization numbers are stabilizing in some states and picking up in others. One constant has been the inspiring work that health care professionals and scientists are doing to help the sick and keep moving forward on a vaccine.

You have a steady job that pays the bills and puts your abilities to good use. You have loving relationships with your spouse, your children, extended family, and close friends. Your house provides enough space and security. Your golf league gives you a chance to unwind. Your volunteer work improves your community.

During the pandemic, we’ve talked quite a bit about potential positive outcomes of this unprecedented experience. One plus that I’ve noticed recently is that more people do seem to recognize the importance of having a financial plan, whether they’re just starting the process or refining some details with their fiduciary advisor in light of all that’s happened this year.

Retirement means that you're done working full time, but it doesn't necessarily mean that you're done making money.

In this webinar, Bill Keen and Matt Wilson welcome back Washington insider Greg Valliere for a conversation about the state of the U.S. economy in 2020 as well as a preview of the upcoming presidential election. Some of the topics Greg Valliere discussed with Bill and Matt include: The U.S. economy and the outlook for interest rates. The surging budget deficits and the impact on markets.

In the months since Covid-19 was declared a global pandemic, during which time the Dow Jones has seen the three worst point drops in U.S. history, I’ve had a lot of conversations with our clients about how to manage this volatility now that they’re retired.