By the end of February, your financial institutions should have sent you all your relevant tax documents for 2017, like earning statements on your investment accounts, interest earned on savings, etc. If you’re missing anything important, you might want to get in touch with those institutions and make sure the info you need is on its way.

This tax season is a bit unique because many people are wondering how the laws passed at the end of last year are going to affect their tax picture and their long-term financial planning. Remember: as we discussed in a previous podcast, the vast majority of folks aren’t going to be affected by the new tax laws until filing their taxes in 2019 for 2018.

But on today’s show, we’re going tackle some other tax questions from listeners and Keen Wealth clients to help you get ready for this April.

The headlines and talking heads painted a very bleak picture last week as the market went through its first significant bout of volatility in two years. But at Keen on Retirement I’m not trying to scare you into clicking on another link or sticking around through the next commercial break. We want to give folks our honest perspective on what’s really going on in the markets and the state of the economy’s fundamentals.

So, on today’s show, we take a clear-eyed, long-term look at the recent market fluctuations and key economic indicators, explain some of the reasons for Wall Street’s jitters, and discuss the potential effects on your portfolio.