Housing and Home Equity
Should You Secure a Home Equity Loan Before You Retire?
A home equity loan at retirement may seem counter intuitive. However, there are some compelling reasons to consider taking on this debt.
Articles by Kathleen Coxwell
Budgeting & Spending
Financial Independence Blog Lessons from 18 FIRE Influencers
Some people retire in their 20s and 30s. What’s the secret? Here are top lessons from the most popular financial independence influencers.
Lifestyle
Impact Investing: Do Well by Doing Good
Impact investing – sounds exciting, but should it be for retirement? Find out if it is a good idea to support a cause with retirement funds?
Retirement Jobs
Burned Out? Sabbaticals Are a Great Alternative to Quiet Quitting or Retiring Too Early
Are you sick and tired of work but aren’t ready for retirement? The sabbatical may be the right answer for your burnout.
Retirement Savings and Investments
RMDs as a Retirement Withdrawal Strategy
The Internal Revenue Service (I.R.S.) is not usually thought of as an institution that adds a lot of value to our lives — to the contrary in fact. However, a fe…
Aging Well
Age-Related Financial Vulnerability and Decision Making
All kinds of things happen to our brains and bodies as part of the normal aging process. And while we might prefer to ignore getting old, sometimes it is useful…
Financial Wellness
How to Take Control of Your Finances: 28 Real Tips
Here are 28 unique tips for how to take control of your finances — with varied advice for all kinds of people.
Family and Relationships
5 New Books About Living Your Best Life
5 new books offer compelling arguments and strong evidence for surprising habits that will result in a healthier and happier life.
Retirement Savings and Investments
I Have $1 Million and I Still Can’t Afford to Retire!
Millionaires are nearly as worried as average savers about their retirement. Find out why.
Retirement Savings and Investments
15 Pros and Cons of Dividend Stocks for Retirement Savings
Too good to be true? Explore 15 pros and cons of dividend stocks. Good for retirement income, but also expensive, confusing, and risky.
Happy Retirement
How Gratitude Improves Your Financial Wellness (and Health Too): Happy Thanksgiving!
The holidays are a time to be thankful and practice gratitude. Science says it’s good for your emotional, physical, and financial well being.
Financial Wellness
Rethink Retirement: 12 Facts and Fictions
Here are 12 ways you might want to rethink retirement to be better prepared for what lies ahead.
Value Your Time
11 Tips to Help You Enjoy Retirement
Only half of retirees actually enjoy retirement. Here are 11 ideas to help you achieve the happiness and fun you want.
Annuities
Qualified Longevity Annuities Contract: QLAC Pros and Cons
Annuities are certainly not the only solution to being financially prepared for retirement. However, they are a financial strategy you should be aware of. In f…
Retirement Savings and Investments
Tips for a Snarling Bear Market: Stay Calm, Let the Bear Back Down
Bear markets aren’t so different from real life bear encounters. With both you want to remain calm and wait for the bear to retreat.
Happy Retirement
Financial Therapy: What is It and Why You Might Benefit from It
The bond between your emotions and money is strong and you are better off if you understand the relationship. Financial therapy can help.
Financial Wellness
Net Worth Tracker: A Simple Habit for a Wealthier Future
Discover how to track net worth (current and future). This easy habit will help you be wealthier, more secure and less stressed.
Annuities
Avoid These 7 Big Annuity Mistakes
Considering an annuity? Don’t make any of these 7 big annuity mistakes. These errors in judgement are common, but easy to avoid.
Financial Wellness
Lessons from Financial Crises for Building Wealth
Don’t repeat mistakes from history. The 5 most recent financial crises provide lessons on protecting and building wealth in troubled times.
Retirement Savings and Investments
Sample Asset Allocations: What Is Right for You?
Explore investing rules of thumb as well as sample asset allocations to help you know if you are on the right track. Read now!
Taxes
Tax-Free Retirement Income: 7 Sources to Consider
As a lifelong worker who paid their fair share of taxes, make sure you take advantage of these sources of tax-free retirement income.
Financial Wellness
How to Plan for Inflation in Your Long Term Financial Projections
Here are 7 tips for planning for inflation, especially now with rates so high. Learn about long term average inflation and more.
Happy Retirement
Retirement Depression: 9 Ways to Feel Like Yourself Again
Are you (or a loved one) experiencing retirement depression? Here are 9 ways to get help and overcome this real phenomenon.
Aging Well
Retirement Risk Planning: Plan for What Could Go Wrong
Want retirement security? You need a retirement plan that will protect you from anything and everything that could go wrong. Read more…
