Aging Well
Chronic Disease Financial Planning at Every Age
No matter your current health status, safeguarding your finances against chronic disease is a critical aspect of securing your future.
Articles by Kathleen Coxwell
Happy Retirement
How to Start a Retirement Planning Group or Club: Plan for a Happier Wealthier Future, Together
As retirement approaches, financial security becomes an increasingly important topic. Many people face the challenge of ensuring they have enough savings, under…
Aging Well
Oldest Olympians at the 2024 Paris Games
Think Olympic glory is only for people who are quite young? Think again! Learn about the athletes who are in their 40s, 50s and 60s.
Value Your Time
How Much Is Enough? Earning and Saving for Happiness
If there ever was a million dollar question, it just might be: “how much is enough?” (Although, maybe in your case it would be a $50,000, $200,000, $500,000, $5…
Retirement Income
Annual Retirement Income: Can You Live on 66% of Pay?
Research suggests that average annual retirement income for retirees is far less than what they earned before retirement. And, it’s not a problem!
Retirement Planning
Boldin’s Retirement Rules: 18 Guidelines for Financial Security in this Crazy Modern World
Many ideas about retirement are out of date. Explore these 18 NEW retirement rules for a more secure future.
Your Career
10 Surprising Facts About Success Later in Life: (It is the Right Time to Start a Business)
You might be surprised by the facts of being an entrepreneur after 50! Financial success later in life is FAR more common than you might think.
Your Career
Solo 401k: Massive Savings Opportunities for the Self-Employed
The ability to open a Solo 401k is a big perk for the self employed. Learn about 12 big advantages, including the huge contribution limits.
Financial Wellness
Today's Dollars vs. Future Dollars: What's the Difference?
Let’s face it, money can be confounding. You might think it’s “just math,” but the reality of personal finance is that there is never just one “right” answer. I…
Retirement Planning
Should I Retire? The Financial and Personal Signs It’s Time
Most are ready to retire when they can cover 25–30 years of spending, know what they’ll do, and aren’t pulled to work. Here’s how to know.
Financial Wellness
16 Retirement Numbers You Need to Know for a Secure Future
How to make sense of retirement planning? Here is your guide to 16 retirement numbers that could be important for a secure future.
Aging Well
How to Live a Long Life: 10 Habits of Happy and Healthy Aging
You know diet and exercise can help you live a long life. Have you also developed the social, emotional and financial habits you need to thrive?
Financial Wellness
Don’t Worry, Be Happy: 11 Ways to Reduce Financial Stress
Financial stress is real, but there are ways to address it. Here are 11 ways to “don’t worry, be happy…” about your money. No matter what is going on in the eco…
Financial Wellness
The Algebra of Wealth: 10 Lessons from Scott Galloway’s New Book
In his new book, The Algebra of Wealth, Professor Scott Galloway offers a path to economic security.
Value Your Time
Motivation for Retirement: What's Pulling You Forward?
Explore 8 most often cited motivations for leaping into retirement. A few of them might really surprise you.
Housing and Home Equity
Housing Market vs. Stock Market: Which Matters More?
People often worry about the wrong things. You might be watching the stock market, but other metrics are significantly more important to most.
Happy Retirement
Midlife Crisis and the U-Curve of Happiness
It’s easy to assume that financial confidence increases over time. You make more money as you get older after all. However, the opposite appears to be true. Rec…
Value Your Time
Financial Planning Myths: 18 Things People Get Wrong
There is a lot of confusion about financial planning. Here are 18 of the biggest misconceptions.
Retirement Jobs
Keys to a Successful Retirement: The 3 Attributes of Financially Solvent Retirees
A recent study found 3 traits to help you achieve a successful retirement. Adopt these maxims to achieve a more secure future.
Housing and Home Equity
Benefits of Relocating: Why Moving Can Pay Off
Relocation may have surprising emotional benefits. However, most people want to stay put. Explore pros and cons of moving for retirement (or anytime).
Budgeting & Spending
Is a Retirement Bucket Strategy Right for You and Your Money? (And, How to Calculate)
Is a retirement bucket strategy right for you? Learn how to calculate your buckets and model them in your financial plan.
Value Your Time
Understanding How Concepts of Time Impact Your Financial Plans
In the realm of financial planning, numbers and calculations often take center stage, overshadowing the profound influence of time on our decisions. However, th…
Budgeting & Spending
Stagflation: What It Is and What to Do About It
First, before reading this article, know that there are solutions to every economic problem – at both the personal and macro economic level. So, even though the…
Insurance
Why is Your Property Insurance So High? 10 Ways to Lower the Cost
Explore the 3 main reasons why your property insurance is so high and discover ways to reduce your expenditure.
