Keen On Retirement

Each year, we invite our clients and friends of the firm to an Open House at our headquarters. This year, we hosted over 400 guests! With all the storms recently in the Midwest, we were grateful to have enjoyed an almost perfect weather day for the event. As has become a bit of a tradition, we served Jack Stack barbeque with a special burnt ends demonstration, enjoyed a wonderful jazz band, snacked on Sheridan’s frozen custard, and crowded into photo booths. We sprinkled in some games to make for a wonderful amount of fun, fellowship, camaraderie and good times. We are so grateful that our friends and clients would spend an afternoon and evening with us to bring in the Summer.

Our thoughts are with everyone affected by the storms that hit the Midwest recently. In particular, the mile-wide tornado that tore through Linwood, KS was a sobering reminder that we’re going to be dealing with peak tornado season for at least a few more weeks, as well as ongoing concerns about flooding as our rivers continue to swell. You know our mantra at Keen Wealth when it comes to your finances and your life: plan ahead. And in our part of the country, tornado and flood prep has to be a part of that larger picture. Take a moment to go through these important tips that will help protect you, your family, your home, and your money.

It’s easy to slip into this kind of thinking when you read about the biggest companies in the world achieving a trillion-dollar valuation. Once upon a time, you could have bought that stock for peanuts, and today you’d be sitting on a fortune!

On this special episode of Keen on Retirement, Don talks about his transition from a successful broadcasting and media career to running a nonprofit organization. We also explore Angel Flight’s mission and how Don views retirement. Hopefully, this conversation will give you a new perspective on how reaching out into your community can make any stage of your life more rewarding.

So, what exactly is a reverse mortgage? What are the options that Chuck alludes to in his question? And is Magnum, P.I. giving you good advice in all those TV ads you’ve been seeing?

In finance, as in life, it’s never a good idea to generalize. However, in my experience as a fiduciary advisor, there are some generalizations that you have to discuss openly in order to provide your clients with the information they need.