Keen On Retirement™

When it comes to investing, I believe success begins with developing a long-term perspective. Many of the clients I’ve worked with started with nothing, but they’ve saved and lived within their means over the years.

Back when we were all living in quarantine, many of us saw celebrating the 4th of July as a short-term goal. If we all did our part to keep ourselves and our communities safe, maybe fireworks, parades, and backyard BBQs could mark the return to normalcy we were all craving.

More often than not, the skills and processes that make folks successful in one business work in other businesses as well. I think that’s a big reason why Keen Wealth Advisors has been able to establish such a strong relationship with the engineering community in Kansas City and around the country. Engineers respond to our checklist-driven planning process because they use the same kind of diligence in their own work. And we love working with folks who are hardworking, curious, and dedicated to following through on a plan.

Under perfect circumstances, retirement can still be a very difficult transition. Even if you’re lucky enough to be retiring when you want and how you want, leaving behind your career and adjusting to a new routine is not easy. Many retirees experience a profound loss of identity and purpose as well as feelings of isolation.

The May 2020 jobs report could mark a turning point in our country’s struggle to get back on its feet after the Covid-19 pandemic. While some experts were bracing for up to 7 million more lost jobs, instead we got a pleasant surprise: 2.5 million jobs added and a 1.4% drop in unemployment.

Any time there’s a lot of data moving from A to B, folks have to be extra vigilant about protecting themselves from hacks and scams. Back in 2018, when approximately 59 million Americans started receiving new Medicare and Medicaid cards, fraudsters pounced, claiming they were calling on behalf of the government to “confirm” those new ID numbers.