Keen On Retirement

Tax season may – finally! – be behind us, but taxes are still very much on the minds of our listeners, and my clients at Keen Wealth. President Trump recently unveiled a new tax plan, the consequences of which are still being unpacked and analyzed. And changing taxes is just one part of the broader Trump economic plan that the president and Congress are trying to convert from campaign promises into actual legislation. On today’s show, we open the listener mailbag to answer some common questions about the Trump economic plan, and how it could affect your finances. We also take a look at life insurance for retirees, and revisit the crucial distinction between a fiduciary advisor and a broker.