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Katie Keary

 

Retirement Tips for a Long Lifetime

Katie Keary, Wealth Advisor, 2/7/2019
 
 

Women face all the same issues that men face in retirement, plus they have additional complicating factors. Larry Swedroe and Katie Keary address these factors and offer tips to help even the scales.

Find it on Kiplinger.com

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Katie Keary, Wealth Advisor

As a wealth advisor, Katie takes pride in helping individuals navigate the challenges of balancing daily expenses with their savings goals, and seeing the impact that it has on their lives is what keeps her coming back for more. She finds joy in collaborating with her team to truly understand how she can help clients in any unique situation; the problems that keep them up at night and the goals that they have set for themselves. Thinking critically to help clients find the solutions to these complex issues is the part of the job that is most rewarding to her.