Author: Kathleen Coxwell

‘Atomic Habits’ and Your Money: 6 Lessons for a Wealthier Future

Using ‘Atomic Habits’ to reach your financial goals — James Clear’s habit framework applied to wealth building and long-lasting confidence.

Creative Tax Planning: 8 Unusual Strategies — and What Works Better

We cover 8 creative tax strategies, plus the retirement planning approach that can save you more money.

Hiro Finance Is Shutting Down: Here Are the Best Alternatives for Users Looking for a Smarter Financial Planning Tool

Hiro Finance is gone. Compare the best alternatives, including a powerful AI tool built for smarter financial planning.

5 High-Impact Retirement Planning Strategies Most People Never Use

Most people skip retirement planning strategies with the highest payoff. Here are 5 of them, including one that’s essentially free money.

Emotional Intelligence and Money: Are You Making the Right Decisions With Your Investments?

Money is not all about numbers and analysis. Emotions can help and hurt your financial security. Learn how to be an emotionally intelligent investor.

From Strength to Strength: The Smart Case for Retiring Earlier Than You Think

Arthur C. Brooks argues that staying in your career too long is a real risk, and that most successful people retire later than they should.

The Odyssey Plan: Design 3 Futures Before You Lock in Your Retirement

The Odyssey Plan helps you explore bigger possibilities, test tradeoffs, and choose with real confidence.

Where Should You Retire? A 9-Factor Framework to Get It Right

Explore 10 things to think about – lifestyle and financial factors – when considering the best state for retirement.

10 Questions to Ask Yourself During Market Volatility

When markets feel uncertain, asking the right questions matters. These 10 questions can help you review your financial plan and make smarter decisions during volatility.

The One Chart to Review Every Time the Markets Get Unsteady

Review the long term trajectory of the S&P 500, see how long historic recoveries have taken, and learn how to protect your financial security.

Which Are the Most Tax Friendly States for Retirees 2026?

Are you in a tax friendly state for retirees? Explore the best states for taxes and review the income and sales tax rates in all 50 states.

Blue Zones Report: 3 Okinawan Secrets to a Long Emotionally, Intellectually, and Physically Healthy Life

Want to live healthfully to 100? Learn the powerful and well researched Okinawan secrets to a long life: ikigai, moai, hara hachi bu and more.

19 Reasons to Create Your Own Retirement Plan (It’s A Lot More than Knowing, “When Can I Retire?”)

What can you learn by creating a retirement plan? Get inspired by 19 planning insights and discover your path to a secure future.

Understanding How Concepts of Time Impact Your Financial Plans

Explore how different philosophical and cultural definitions of time can provide insights into your financial decision-making process.

Write A Retirement Manifesto: A Declaration of What You Want Your Life to Be

The transition to retirement is an ideal time to write a manifesto. In retirement you are no longer defined by the work you do for money. You can be defined by you.

Surprising Financial Wellness Wisdom from Lunar New Year Traditions

Explore how the symbolism behind lunar new year traditions actually creates the right conditions for wealth and security.

Kinder’s 3 Powerful Questions: Use These to Transform Your Financial Plan — and Your Life

George Kinder’s 3 powerful questions about life are great for anyone planning their future and wanting to ensure meaningful and thoughtful outcomes.

Harness the Explosive Energy of the Fire Horse to Build Your Wealth in 2026

The Lunar new year starts on Feb. 17. Explore the symbolism of the Fire Horse and how to harness that energy for more wealth in 2026.

The 7 Dirty Little Financial Secrets People Don’t Tell Their Spouses — or Their Advisors

7 common financial secrets that quietly undermine goals — and how bringing them into the open leads to better decisions and more confidence.

The No-Regret Retirement: 16 Ways to Plan for a Life of Freedom and Confidence

A no-regret retirement isn’t about timing or a big bank account. Learn how to plan with clarity and confidence for the life you want.

Aging Parents and Finances: How to Protect Them Without Taking Over

Worried about aging parents and their finances? Learn how to prevent costly mistakes, reduce fraud risk, and plan ahead.

Mandatory Retirement Ages: Pros, Cons, and Why Age Alone Falls Short for Planning

Explore why you should break from conventional thinking on retirement ages, particularly the idea of a mandatory retirement age.

The 4 Mindset Shifts That Unlock Retirement Planning Progress

Here are 4 mindset shifts for overcoming the mental blocks that might be preventing you from retirement planning progress.

What Great Minds Say About the Power of Planning and How Their Wisdom Can Improve Your Future

What’s the key to feeling great about your retirement? The power of planning. Explore the wisdom of great minds for a fresh perspective.