Budgeting & Spending
Charitable Giving in Retirement: 4 Questions to Ask
For many of us, the desire to engage in charitable giving — giving to our family, communities or world — only grows as we age. And there may be good reason tha…
Articles by Kathleen Coxwell
Retirement Planning
When Can I Retire?
When can I retire? It’s a question you probably ask weekly or monthly, if not daily. The problem is that there is no one “right” answer. There are a variety of…
Retirement Savings and Investments
Inflation Risk: Should You Be Worried About Inflation and Your Retirement?
What is your inflation risk? (It just went up.) Here are 8 ways to protect your retirement finances from rising inflation. Read now…
Family and Relationships
The Retirement Calculator for Married Couples
Retirement planning is complicated. Retirement planning when you are married – or part of any kind of committed couple – is doubly complicated. If you are marri…
Family and Relationships
Empty Nest? Why It’s a Great Time to Fill Up Your Retirement Nest Egg!
As you prepare for children to fly the coop, it is worthwhile to consider what type of empty nest parent you might be. Are you: Super proud that they are settin…
Reverse Mortgages
Reverse Mortgages and Repairs to Your Home: What You Need to Know
One of the biggest draws for reverse mortgages is their ability to help older adults remain in their homes, while also providing them with some additional cash…
Retirement Planning
What Are the Best Retirement Forums and Early Retirement Forums?
Online retirement forums are great options for discussing money and getting answers to financial planning questions.
Aging Well
Retired Athletes: 20 Valuable Lessons from their Financial Victories and Agonizing Defeats
Retired athletes too often face financial ruin. According to authoritative reporting by Sports Illustrated, approximately 78 percent of NFL players either go ba…
Financial Wellness
The 22 Most Foolish Financial Decisions Ever Made
Recently online, individual Boldin subscribers were discussing the most foolish financial decisions they had ever made. The conversations were interesting in th…
Retirement Savings and Investments
What Is an Exchange Traded Fund? ETF Pros and Cons
Estate Planning
Predatory Guardianship: 9 Ways to Protect Yourself
“I Care a Lot” is a new, well-rated movie on Netflix. It is creepy but entertaining, and it also highlights the need for seniors to be aware of potential financ…
Retirement Jobs
Need or Want to Work? Here Are Some of the Best Jobs for After Retirement
So, for either financial or personal reasons you might want to work after retirement or past the traditional retirement age of 65. Read below to get answers abo…
Retirement Savings and Investments
What is a Self Directed IRA? Is it a Good Idea for Retirement Savings?
A self-directed IRA lets you hold real estate, private companies, and other alternatives with IRA tax benefits. See how it works, its rules, and pros and cons.
Financial Advisors
10 Resources and Web Sites for Reliable Retirement Information
Can you retire without consulting a financial advisor or some kind of retirement professional? Of course. The question is, do you have good resources for reliab…
Aging Well
Growing Old is Optional! 14 Stories of Amazing Accomplishments by People Older than You
Age is just a number. In fact, even the word “old” means less and less these days as many of us stay healthy and active well past the traditional retirement ag…
Annuities
The Pros and Cons of Annuities: How to Evaluate Annuities for Your Retirement
If you are worried about paying for retirement, it is worth evaluating the pros and cons of annuities. The Big Takeaways… Annuities are a great way to provide…
Debt
What Happens to Your Debt When You Die?
What happens to your debt when you die? It’s possible that an individual can have so much debt after they die that it will wipe out the assets that they’d hope…
Estate Planning
6 Meaningful Ways to Leave a Financial Legacy to Your Heirs
When approaching retirement, it’s common for people to start thinking about legacy planning: how they’ll be remembered and what they’ll leave behind. In most ca…
Financial Advisors
Should You Use a Financial Advisor Affiliated With Your Bank?
Pensions have pretty much gone away. We spend 20 to 30 years in retirement. And Social Security covers only a fraction of our retirement expenses. This means…
Financial Advisors
Should You Meet with a Financial Planner? What to Discuss
How often have you met with your financial planner? Never? Many people are afraid of contacting a financial planning professional sometimes because they don’t t…
Value Your Time
The Secret to a Happy Retirement? A Schedule!
Before retirement, life has a predictable routine. Work takes priority, and oftentimes everything else is scheduled around it. From laundry to mowing the lawn,…
