Have an Inherited IRA? Here is Your Guide to Strategizing Required Withdrawals from Your Account December 12, 2024byKathleen Coxwell Learn about distribution rules for inherited IRAs and learn how to strategize your distributions for your financial goals. Read more about Have an Inherited IRA? Here is Your Guide to Strategizing Required Withdrawals from Your Account
What is a Health Savings Account (HSA)? And, Why It’s a Great Retirement Savings Option December 5, 2024byKathleen Coxwell What is a Health Savings Account? Explore 4 ways it saves you money and why you might want to use one for retirement savings. Read more about What is a Health Savings Account (HSA)? And, Why It’s a Great Retirement Savings Option
Average Net Worth by Age November 27, 2024byKathleen Coxwell We’ll argue that average net worth is a meaningless benchmark. However, we will concede that it can be very interesting. Read more about Average Net Worth by Age
Habits of High Achievers: When to Copy and When to Follow Your Own Path November 27, 2024byKathleen Coxwell Adopting strategies of high achievers can be helpful. Consider when to follow and when to forge your own way. Read more about Habits of High Achievers: When to Copy and When to Follow Your Own Path
The Pros and Cons of Tracking Net Worth and How to Keep This Metric in Perspective November 27, 2024byKathleen Coxwell Measuring net worth is popular, but is it the only (or even best) way to assess your financial health? Explore the pros and cons of tracking this metric. Read more about The Pros and Cons of Tracking Net Worth and How to Keep This Metric in Perspective
A Recipe for Financial Success: It’s as Easy as Pumpkin Pie November 21, 2024byKathleen Coxwell Do you have all the ingredients and the right recipe for financial success? It needn’t be complicated. In fact, it can be as easy as pie. Read more about A Recipe for Financial Success: It’s as Easy as Pumpkin Pie
Think Abundance and Be Grateful: The Secret Mindsets for Building Wealth November 21, 2024byKathleen Coxwell Feeling grateful creates a sense of abundance and that has powerful wealth building powers. Learn how. Read more about Think Abundance and Be Grateful: The Secret Mindsets for Building Wealth
Your Year End Retirement Checklist: Put 2024 Behind You and Prepare for a Great 2025 and Beyond November 14, 2024byKathleen Coxwell Use this retirement checklist of 28 wise things to do before each year’s end to set yourself up for a great 2025 and a secure future. Read more about Your Year End Retirement Checklist: Put 2024 Behind You and Prepare for a Great 2025 and Beyond
10 Reasons Why Talking About Money Can Give You a Better Future November 14, 2024byKathleen Coxwell Talking about money with friends, family, and peers can improve your financial outcomes. You’ll make better decisions. Read more about 10 Reasons Why Talking About Money Can Give You a Better Future
Can an Investment Policy Statement Make You 5 Times Wealthier? November 14, 2024byKathleen Coxwell Find out why an investment policy statement will keep your financial goals on target and how to get one set up. Learn more now… Read more about Can an Investment Policy Statement Make You 5 Times Wealthier?
12 Year-End Tax Planning Strategies to Keep More 2024 Money and Prepare for Future Wealth November 7, 2024byKathleen Coxwell These 12 year-end tax tips for retirement will help you minimize your 2024 taxes and reduce future tax bills. Read more about 12 Year-End Tax Planning Strategies to Keep More 2024 Money and Prepare for Future Wealth
Heart Health and Your Retirement Well Being November 7, 2024byKathleen Coxwell Did you know that the risk of heart disease is especially high right after retirement? Discover why and how to protect your health. Read more about Heart Health and Your Retirement Well Being
The Election is Over: Should You Think Any Differently About Your Retirement Plans? November 7, 2024byKathleen Coxwell President Trump’s reelection likely means major policy shifts. Here are 5 considerations for preparing your retirement plans for these changes. Read more about The Election is Over: Should You Think Any Differently About Your Retirement Plans?
8 Ways to Cut Housing Costs for Retirement November 4, 2024byKathleen Coxwell Should you try to cut housing costs? Is there an option that is right for you? Downsizing? Retire abroad? Refi? Explore your options. Read more about 8 Ways to Cut Housing Costs for Retirement
How Do You Compare? Average Cash Savings, Home Equity, Retirement Savings and Other Balances of the American Middle Class October 31, 2024byKathleen Coxwell Worried about money? You’re probably in better shape than average! Compare your balance to the average cash, savings, home equity of others. Read more about How Do You Compare? Average Cash Savings, Home Equity, Retirement Savings and Other Balances of the American Middle Class
Giving Money to Family? Are You Handing Out More or Less than Average? October 31, 2024byKathleen Coxwell Giving money to family can be rewarding, but at what cost? Explore 6 important facts about supporting family members. Read more about Giving Money to Family? Are You Handing Out More or Less than Average?
The 24 Best TED Talks on Money, Retirement, and Aging to Help You Have a Better Future October 31, 2024byKathleen Coxwell Want a short cut to a wealthy and happy retirement? These 24 Best TED Talks can help you feel inspired, be smarter and have a better future. Read more about The 24 Best TED Talks on Money, Retirement, and Aging to Help You Have a Better Future
Planning is the Missing Link to True Financial Security October 24, 2024byKathleen Coxwell The evidence is mounting that maintaining a comprehensive financial plan is the missing link for most people who want financial security. See why everyone needs a written financial plan. Read more about Planning is the Missing Link to True Financial Security
Surviving the Financial Vortex: 5 Ways to Find Calm in the Swirl of Competing Financial Priorities October 24, 2024byKathleen Coxwell Feeling overwhelmed by a swirl of competing priorities in midlife and beyond? Here are easy-ish ways to calm your financial vortex. Read more about Surviving the Financial Vortex: 5 Ways to Find Calm in the Swirl of Competing Financial Priorities
Trick or Treat? 13 Terribly Frightening (Or Not, if You Are Prepared) Retirement Facts October 24, 2024byKathleen Coxwell If you’re near retirement age, then perhaps what scares you more than spiders and goblins is your financial future. Read more about Trick or Treat? 13 Terribly Frightening (Or Not, if You Are Prepared) Retirement Facts
Are You Better Off Waiting to Start Social Security Benefits? October 24, 2024byKathleen Coxwell There may be $100,000 reasons to delay the start of Social Security. It’s tempting to start early, but your paycheck increases if you wait. Read more about Are You Better Off Waiting to Start Social Security Benefits?
Medicare Open Enrollment: Why You Need to Assess Your Insurance Annually and 14 Tips for Getting Great Coverage October 19, 2024byKathleen Coxwell It’s 2024 Medicare Open Enrollment time. Here are 14 tips for getting great coverage and lowering medical costs. Read more about Medicare Open Enrollment: Why You Need to Assess Your Insurance Annually and 14 Tips for Getting Great Coverage
Radical Optimism as a Financial Strategy: 7 Ways to Optimize for Greater Wealth and Well Being October 17, 2024byKathleen Coxwell Discover how radical optimism can reshape your personal finance approach—from embracing uncertainty to anticipating the future—and unlock sustainable wealth and well-being. Read more about Radical Optimism as a Financial Strategy: 7 Ways to Optimize for Greater Wealth and Well Being
How to Deal with Dementia or Alzheimer’s: 5 Financial Planning Steps to Take Now October 17, 2024byKathleen Coxwell Click here for 5 simple financial planning steps that can help or a loved one plan for the financial stress of dementia or Alzheimer’s. Read more about How to Deal with Dementia or Alzheimer’s: 5 Financial Planning Steps to Take Now
