Keen On Retirement

There are few things in life more trying than the death of someone close to you. But if you are a spouse, executor, or chief beneficiary, settling that loved one’s estate adds a whole extra layer of complication and stress to what is already a very difficult time.

Whether you are currently enrolled in Medicare or are planning for it in the future, this episode will provide you with important information you need to be aware of. Medicare’s options and intricacies can be overwhelming if you’re not prepared for them – and like many issues in financial planning – they are a moving target.iTunes Between Now and Success

Spring is finally here! Time to throw open the windows, and let some sun and fresh air back into your house — and your finances. Yes, we recommend working with a fiduciary advisor who will be thinking about your financial situation consistently throughout the year. But why not let spring time be a catalyst for a personal spring clean for your financial house just as much as for your cluttered garage and closet? Here are some tips we at Keen Wealth Advisors encourage our clients to consider:

On today’s show, my good friend Dick Blaisdell joins us to share his experiences of what it has been like during his 16 years of retired life to date.

In my last few blogs and podcasts, I’ve discussed how a good financial advisor, operating to the fiduciary standard, can help co-pilot your financial journey into retirement, and prepare you for accompanying changes to your taxes.

On today’s show, we offer some timely and helpful advice on things we see the most in our firm during tax season. This episode will be especially helpful if you’re new to the various 1099 forms.