Retirement Savings and Investments
28 Retirement Investing Tips from Today’s Financial Geniuses
Here are 28 retirement investing tips from today’s greatest financial minds. Just one of these lessons might make your dream retirement a reality.
Articles by Kathleen Coxwell
Podcast
Podcast 88: Invest with Impact with Toussaint Bailey
Toussaint Bailey, CEO of Uplifting Capital, discusses his journey from law to wealth management and aligning wealth with impact.
Happy Retirement
Tips for Happy Retirement: 13 Ways to Boost Happiness
Happiness is easier than ever as you age. If you want to do a little extra to make sure you have a happy retirement, try these tips.
Retirement Savings and Investments
Wealth by Generation: What It Takes to Feel Rich
What is financial success? Gen Z says $9.5M! Boomers get by with $100K. See how generational money goals compare to reality and what’s needed to get by.
Retirement Planning
Running Out of Money? Try a 1-2 Punch for Retirement Income
You are probably worried about running out of money in retirement. Use this simple two-phase approach to significantly reduce your risk.
Retirement Planning
Retiring Alone: 17 Tips for Solo Seniors
Whether by choice or circumstances, there are some challenges to retiring alone. Here are 17 tips for a secure, happy and single retirement.
Retirement Planning
Economic Indicators: 22 Data Points to Watch
No one has a crystal ball, but leading economic indicators as well as unusual and personal economic indicators can help you assess the future and assist in fina…
Retirement Planning
From a Saving to a Spending Mindset: How to Stop Worrying About Retirement
Here are tips for transitioning into retirement. Once you shift to a smart spending mindset, you’ll enjoy life more than ever before.
Retirement Planning
10 Creative Ways to Retire If You Haven't Saved Enough
Think you haven’t saved enough? Think again. The impossible becomes possible with these 10 creative ways to retire securely no matter how much you have.
Retirement Planning
Scarcity: Don’t Let it Steal Your Retirement
Focusing on the scarcity of time and money can exacerbate the shortage, not improve it. Learn how to focus on what’s important for a wealthier future!
Budgeting & Spending
16 Ways to Stop Wasting Money and Save More for Retirement (Like $100,000 More)
It’s easy to overlook dumb spending, pay hidden fees, or get scammed. Avoid the most common ways people waste money and save more for your retirement.
Budgeting & Spending
Debt Ceiling Crisis: 8 Ways to Prepare for the Fallout
Understand the basics of the federal debt ceiling and how to prepare for the X date and the financial fallout that may follow.
Aging Well
Oliver Burkeman on Being Less Productive and Retiring Early
Explore how redefining your relationship with productivity can lead to a more meaningful and fulfilling life and perhaps an earlier retirement.
Retirement Planning
How to Set Financial Goals: Short, Medium, and Long Term
Everyone knows that if you want to achieve something, you had better set a goal. However, very few Americans actually do or even know how to set financial goals…
Housing and Home Equity
Climate Change and Your Retirement: Protect Money and Home
Learn how climate disasters could impact your retirement and take steps now to protect your health and wealth from possible negative impacts.
Planning
Boldin New Features: Everything We Released in 2024
Did you miss any of our new features in 2024? Are you taking full advantage of the updates? Can you guess the favorite tools in the Planner?
Taxes
Planning for Uncertainty: Roth Conversions Take Iteration
Discover the opportunities and limits of modeling your Roth conversion opportunities and get 6 tips for doing better.
Family and Relationships
Cross-Class Friendships: Why Friends with Money Help
New research on cross class friendships is another data point on why we are better off when we mix across wealth, health, and age.
Financial Wellness
Inherited IRAs? Here is Your Guide to Strategizing Required Withdrawals from Your Account
Learn about distribution rules for inherited IRAs and learn how to strategize your distributions for your financial goals.
Family and Relationships
Investment Gifts for Everyone in the Family, Kids Included
This gift guide is focused on helping you give long term financial success and happiness to everyone on your list, young and old.
Financial Wellness
How and Why to Pass on Financial Values to Your Heirs
Most parents want their kids to be good with money. The harder question is how to actually make that happen — especially when kids aren’t exactly asking for fin…
Happy Retirement
Habits of High Achievers: When to Copy, When to Diverge
Adopting strategies of high achievers can be helpful. Consider when to follow and when to forge your own way.
Value Your Time
Pros and Cons of Net Worth Tracking: Keep It in Perspective
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.
Planning
Abundance and Gratitude: Mindsets for Building Wealth
Feeling grateful creates a sense of abundance and that has powerful wealth building powers. Learn how.
