Retirement Planning
How the Wealthy Spend Money Differently from Everyone Else
How are the spending habits of the wealthy different from yours? Get insights into wealth accumulation and financial success.
Articles by Kathleen Coxwell
Retirement Savings and Investments
The Best Investments to Achieve Your Retirement Goals
The best retirement investments depend entirely on you and your goals. Here are 18 great opportunities for you to consider. Read now!
Retirement Planning
9 Ways to Overcome the Terror of Spending Your Retirement Savings
Uneasy about watching that retirement nest egg get smaller month after month? Don’t worry. Use these 9 tips to overcome your fear of retirement spending.
Value Your Time
Long-Term Financial Goals: Start with Your Why
Is your long-term financial goal all about your money? You are missing the point. Learn to consider your why, what’s important to you.
Financial Wellness
Financial Problems: Leaky Ceiling or Muddy Puddle?
Explore how can you make better decisions by categorizing your financial problems as either a muddy puddle or a leaky ceiling.
Financial Wellness
Daniel Kahneman and the Behavioral Finance Revolution
Daniel Kahneman made profound contributions to behavioral finance and likely to how you manage your money.
Retirement Planning
Retirement Crisis? Most People Will Retire Just Fine
Many of us are terrified of jumping into retirement. We read about the retirement crisis and worry about our own finances, but millions of people retire every y…
Happy Retirement
Stoic Wisdom: 6 Insights to Be Happier and Wealthier
Stoicism, the philosophy of enduring hardship with inner strength and tranquility, is having a moment right now. So, let’s dive in and explore key points of Sto…
Budgeting & Spending
24 Ways to Cut Costs for Retirement
Reducing expenses is a good way to deal with inflation. Here are 24 tips to make it a little easier to cut costs.
Retirement Savings and Investments
Behavioral Finance: 16 Easy Ways to Outsmart Your Brain for More Wealth and Security
Behavioral finance can show you how to be happier, wealthier and achieve a better retirement. Explore 16 rules of thumb for a better future.
Budgeting & Spending
Average Retirement Spending: Will You Spend More or Less Once You Retire?
Average retirement spending for those over 65 is $48,872 a year. See average spending in specific categories and how to project your own needs.
Earning
New Features: Model Paycheck Deductions and Employer Match
We have significantly improved your ability to model paycheck deductions and employer contributions to savings.
Retirement Jobs
Nope. Most Retirees Don’t Want to Go Back to Work
Do retirees have an obligation to work? Are the benefits of a retirement job worth it? Many say no way.
Family and Relationships
Unmarried Seniors Living Together: Pros and Cons
More and more couples over the ages of 60 are favoring cohabitation over marriage. In fact, cohabitation among people over the age of 60 more than quadrupled b…
Financial Wellness
Best Financial and Retirement Articles from 2023
Top retirement articles covered averages, happiness, fears, regrets, and more related to achieving a secure future.
Your Career
The Future of Work: Why Some Will Work 60 Years
Experts predict lifespans will increase to 100 years or more. Explore the past, present and future of retirement in light of increasing longevity.
Estate Planning
Family and Money: 12 Tips for Discussing Finances and Retirement with Your Loved Ones
The holidays can be an important time to discuss finances with your family. Get tips for how to have a productive talk with those you love!
Retirement Savings and Investments
Are Alternative Investments a Good Idea for Your Retirement?
Should you consider alternative investments as part of your retirement asset allocation? Probably not, but it depends. Explore the pros and cons.
Value Your Time
What Advice Would Your 80-Year-Old Self Offer to You Today?
Find out why putting yourself in the mindset of your 80-year-old self and hearing what they have to say is really important.
Retirement Planning
Roth Conversion Strategies: How to Model them in the Boldin Planner
Get a guided walk through of the new Roth functionality and get tips for making the most of the tool. Plus explore all the ways we help you make better decision…
Retirement Planning
Retirement Tips from Henry "Bud" Hebeler
Here are a 8 of the most important retirement and estate planning lessons from Bud Hebeler. They stand the test of time.
Aging Well
14 Secrets of Super Agers and Their Healthy Brains
What is a super ager and why do their brains stay so young? Learn more and get tips for maintaining your memory, thinking skills and vitality.
Long Term Care
Medicaid and Long-Term Care: 9 Surprising Secrets
Here are 9 things you might not know about Medicaid and long term care, and the chances you’ll be on the program in retirement.
Social Security
6 Insider Tips for Getting the Most from Social Security
Mary Beth Franklin is a nationally recognized expert in Social Security. Get her 6 insider tips for getting the most from Social Security.
