Curated articles and podcasts from trusted financial experts and real retirees.
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Folks reach out to Keen Wealth for all sorts of reasons, at all different points in their lives. We talk to young couples just starting out who want to put themselves on a path towards financial secur...
So according to the number thus far in 2025, inflation from regular sources seems under control - but any tariffs applied to foreign good could change that, with the inflationary nature of tariffs. So...
Teaching financial skills early isn’t optional anymore, it’s essential. Kids are surrounded by ads, digital payments, and peer pressure before they even hit middle school. If they don&rsqu...
It may be oh-so tempting to cash out your upscale home and leave work for good. But should you? We ask the experts....
Here are some strategies that can help reduce the effort and stress involved....
Adele's mournful melodies kick off this generation's financial playlist, but with the right plan, Millennials can finish strong....
Most real estate agents, mortgage brokers, and fake gurus push 30-year mortgages because the monthly payment looks easier to handle. But I’ve never bought into that. If you can’t afford th...
Savvy docs consider disability insurance their most important insurance policy. Here are 12 reasons why residency is the best time to buy it. The post Top 12 Reasons to Buy Disability Insurance as a R...
To celebrate the launch of my new book, Millionaire Milestones: Simple Steps To Seven Figures, on May 6, 2025, I thought it’d be fun to explore various millionaire topics leading up to the relea...
Most investors rely heavily on traditional stocks and bonds to build their wealth — and for good reason. These assets ... Read more...
It’s hard to bury your head in the sand when the markets are volatile. Here’s when it makes sense and when it doesn’t....
We are probably a few years from retirement. Depending on health and finances it would be between 2-5 years. I am 60 and my wife will hit 60 in a few months. We have two of our kids live in the area b...
I retired in June 2023, and during the 20 years I was at my last company, I made a best friend with one of my co-workers; we traveled together on many projects, as well as to annual conferences, and a...
It’s easy to say money’s tight, but even easier to waste it without realizing. Little things add up, and before long, thousands are slipping through the cracks for stuff that never really ...
Understanding the allocations in your Roth IRA can help manage volatility and set realistic expectations for long-term returns....
Market volatility is never comfortable, but with the right mindset and a thoughtful plan, you can face downturns not as a victim, but as an opportunist. On this episode of the Financial Symmetry Show,...
? Show Notes In this episode, we dig into fixed annuities and U.S. Treasuries—how they can bring stability and income to your retirement. We’ll also discuss Social Security risks and how t...
If you’re sitting on large investment gains in a brokerage account and wondering whether it’s worth taking the tax hit, this episode is for you. I walk through a clear framework I use with...
One of the things I liked about working was wearing nice outfits. I have a closet with dresses, skirts, and nice tops that I just don’t wear anymore because my partner and I are really casual. I...
Given a host of pressures to keep working, Americans are retiring later in life. Will regulatory and economic forces encourage you to work longer?...
The GOP budget blueprint could slash lifesaving programs for millions of U.S. households....
How can you access the mental health support you need while protecting your career and livelihood as a doctor? Here are some suggestions. The post Seeking Mental Health Support as a Doctor appeared fi...
Downsizing used to sound like a last resort. Now it looks more like a smart financial reset. The big house with extra rooms might be costing more than it’s giving back. A 2023 study found that b...
Retirement can be expensive, especially when you do it alone, surveys show. But there are ways to maximize your retirement savings even when facing your second act without a partner....
I was trying to decide what to focus on in this post because I’ve had several random thoughts spending some quality time in my mind lately. Sometimes my brain just has stuff bouncing all over th...
A few weeks ago, we did an example of how our portfolio is taxed after retirement, and showed that by constructing a portfolio using low-cost index ETFs and holding those assets in the right retiremen...
When it comes to saving for retirement, knowing which account to fund first is like knowing which steps to take when climbing a mountain. You want to reach the summit with enough oxygen (money) and en...
Plan and enjoy a financially secure retirement....
It’s that time of year again: Earth Day! You’re probably thinking it’s about planting trees or maybe getting lectured about ... Read more...
Medicaid spends more than half its budget on medical and long-term care for frail, low-income older adults and younger people with disabilities....
There are numerous myths, rules of thumb, traditions and other shortcuts surrounding retirement planning. Fallacies and poor assumptions are behind many of them....
College students aren't the only ones getting an education. Retirement communities on college and university campuses are growing in popularity....
Bad credit doesn’t show up all at once. It creeps in, and before long, it’s dragging everything down: loan rejections, higher interest, closed doors. It’s not always loud, but it&rsq...
Just about every week here on YMYW, Joe and Big Al talk about converting your retirement savings to Roth accounts. But why? What’s the big deal? Today the “IRA guru” Ed Slott, CPA re...
Privatizing Social Security could mean more investment options for workers. It could also mean the loss of guaranteed income in retirement....
In the first part of our series on estate planning, we laid the groundwork for why incapacity planning matters and what documents you need to get started. But there’s more to it than just having...
FROM THE ARTICLE: 8 Lessons Retirees Can Learn From Past Bear Markets. Downturns are never fun, but understanding historical trends can help steady nerves. By David Rodeck, AARP. Published April 22, 2...
Trong bối cảnh bóng đá hiện đại, khám phá vị trí tiền đạo cánh trong bóng đá hi...
It's important to stay tax aware when it comes to your finances. On this episode, we explore some of the latest updates for 2025. Glenn is available for in person and online meetings if you'd like to ...
What Harvard’s $3.26B (and Counting) Funding Freeze Means for the Future of Medical Research A closer look at how a ... Read more...
Job searching at 60 isn’t just tough, it’s a different game entirely. Resumes get ignored, interviews become rare, and doors start closing that used to swing wide open. Perception, bias, a...
Making more money doesn’t always mean starting a side hustle or getting a second job. Sometimes it’s just about looking at what you already have and putting it to better use. There’s...
Hey Everyone! Have you seen the movie Wicked? We watched it at home last week. It was so good! We saw Wicked on stage about 16 years ago. I loved ... Read more The post Defying Gravity appeared first ...
The secret to retirement planning? "The best time to hand over the keys is before you’ve realized you need to hand over the keys."...
It's important to move fast on legal safeguards, estate planning and more while your loved one still has the capacity to make decisions....
With more pet owners than ever taking their furry friends along on family vacations, pet travel is emerging as a major industry, expected to reach $4.6 billion by 2032....
As everyday entertainment and tasks become more digital, televisions sit at the center of home life....
From application fees to test prep and consultants, the expenses just to apply to college have some families dipping into education savings long before acceptance letters arrive....
Thinking of converting a traditional IRA to a Roth IRA? The Kiplinger Tax Letter Editor highlights nine factors you should consider before making a move....
In healthcare’s intricate ecosystem, a name is never just a name. It’s an identity, a marker of expertise, and a ... Read more...