Coming Soon
Turning 59½
Understand how new retirement account access and withdrawal options can affect your strategy.
Your financial life changes. Your retirement strategy should keep up.
At Kenai Investments, wealth management isn't something we review once and put on a shelf. Our 90-Day Wealth Program creates a regular opportunity to identify changes in your life, review planning decisions, and keep your retirement strategy moving forward.
How the Program Works
Every 90 days, we give you an opportunity to tell us what's changed and what deserves attention. Your responses help us prepare for meaningful conversations about your financial future.
01
Check In
Complete a short quarterly questionnaire about your life, finances, and retirement priorities.
02
We Review
Your Kenai team reviews your responses and identifies questions or opportunities that deserve follow-up.
03
Keep Moving Forward
Relevant topics become part of your planning conversations, helping us keep your strategy aligned with your goals.
Retirement Milestones Matter
Some retirement decisions are tied to important ages. Others arise because of changes in your family, career, health, or financial situation.
Our Retirement Milestones video series helps you recognize these moments and decide which conversations belong in your next 90-Day Wealth Check-In.
Coming Soon
Turning 62
Explore the Social Security claiming decision and how timing affects retirement income.
Coming Soon
Turning 65
Review Medicare decisions and how healthcare coverage fits into your retirement plan.
Coming Soon
Approaching RMD Age
Consider required minimum distributions, taxes, and potential planning opportunities before withdrawals begin.
Coming Soon
Five Years Until Retirement
Review the decisions that become more important as your retirement date approaches.
Coming Soon
The First Five Years of Retirement
See why early retirement spending, withdrawals, and market conditions deserve special attention.
Coming Soon
The Retirement Tax Window
Explore how lower-income years may create opportunities for Roth conversions and other tax strategies.
Coming Soon
When One Spouse Dies
Understand how a surviving spouse's income, taxes, and retirement plan may change.
Coming Soon
From Saving to Spending
Explore the transition from accumulating investments to using them to fund retirement.
Coming Soon
Estate and Beneficiary Milestones
Review beneficiary designations, estate documents, and the people involved in your financial plan.
Make It Part of Your Next Check-In
See something that applies to your retirement strategy? Make a note in your next 90-Day Wealth Check-In. We'll review it and determine whether it belongs on your meeting agenda.
Not Yet a Kenai Client?
The 90-Day Wealth Program is part of our ongoing client relationship. If you're looking for coordinated investment management and retirement planning, learn how working with Kenai begins.