The Keep is the portfolio value you need today—before withdrawing this year's living expenses—to fund the years ahead and still reach your long-term goal.
The Keep Calculator™ is an on-line, non-downloadable software calculator for retirement planning — providing temporary use of on-line non-downloadable software for providing online retirement calculators for individual consumers.
Retirement videos, articles, and podcasts worth your time — with a short note on how the Keep fits in.
A case study on a deeply funded couple who still lost tens of thousands to tax sequencing mistakes in their first two years of retirement. We wrote up what "being above the Keep" does and doesn't tell you in a transition like theirs.
A sharp way to think about what your net worth curve should look like in retirement — and why dying with too much unspent money is its own kind of failure. We wrote up how the Keep calculates the specific number behind his two intentional shapes.