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:

Thank you to all of our clients, family, and friends who continue to make our Holiday Breakfasts such a wonderful tradition. And if you haven’t already, call us up to schedule a meeting so that we can review your portfolio and your goals for a happy, healthy, and prosperous 2020.

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.

But you can’t talk about the holidays without acknowledging that it can be stressful having so much family under one roof! Once you’re done catching up, playing with the little ones, eating, and opening gifts, it’s inevitable that conversation will drift to some topics that folks have very strong and very different opinions about.

Believe me, I understand that your checklist for the month of December is probably spilling onto another page already. And it’s not much fun to sit around the fire and think about filing taxes in April. But there’s less than two weeks left to consider some moves that could have a major impact on how you wrap up 2019 and progress into 2020.

Many people who are winding down their careers look forward to spending time at home in their retirement. They relish the thought of afternoons on the porch or woodworking in the garage. And with people living longer thanks to medical advances, aging in place has become more widespread.