As we discussed earlier this year, 2018 marks the 40th anniversary of the IRA and the 20th anniversary of the…
What is Your Return on Life?
Return on Life is the idea that money is simply a tool to help you live the life you want, instead of the goal itself.
With ROL as a focus, you don’t give up the best of life or the best parts of yourself just to get more money. The money is there to serve you, not vice versa. Instead of focusing on someone else’s definition of success, you write your own.
Take our free ROL Index assessment to see how well you are using your money to live your best life possible. It takes just a moment and you’ll receive your personalized report that assesses 10 aspects of your life. You may be surprised by the results!
More and more retirees are doing something very surprising with their nest eggs. Nothing! OK, OK, I’m exaggerating a little…
Health care was on the minds of many voters during the mid-term elections, and I suspect this will continue to…
At Keen Wealth, we encourage our married clients to participate equally in the financial planning process. One spouse might be…
“Are we going to be OK?” I know some folks are asking themselves and their fiduciary advisors that question after…
A generation or two ago, most folks retired just because they turned 65. Today’s retirement is a bit more complicated…
Last week I tried to provide some calm perspective on the recent fluctuations in the markets. Again, in summary: the…
PUTTING STOCK MARKET FLUCTUATIONS IN CONTEXT The US economy passed a major milestone this summer: the longest bull market in…
The US economy passed a major milestone this summer: the longest bull market in history. Starting with the bottom of…