Estate Planning
How to Increase Wealth… AFTER Retirement…
Too many people think that retirement is a time of drawing down assets. However, it is entirely possible to increase your wealth AFTER you have retired. Um… No…
Articles by Kathleen Coxwell
Family and Relationships
How to Fund College Education When You Are Trying to Retire
College costs can feel overwhelming — especially if you are trying to retire sometime soon (or even just save for a future retirement). How to fund college educ…
Retirement Savings and Investments
Drip or Draw: What to Do with Stock Dividends in Retirement?
Stocks that pay dividends can be enormously appealing to retirees. But what to do with those dividends can be confusing. Should you participate in a Dividend…
Retirement Planning
How to Prepare for 7 Hard Things Likely in Retirement
There are a lot of things that can potentially go wrong in retirement. Stocks could fall, inflation could skyrocket, high tides might flood your beach side ret…
Retirement Savings and Investments
Americans Hold 58% of Investable Assets in Cash
Of all the tactics you can use to achieve a secure retirement, one of the easiest things you can do is to invest your money and earn returns on that investment.…
Social Security
The Smartest Social Security Decision for Married Couples
You have a lot of decisions to make about retirement. And, if you are married, you have nearly twice the number of choices – plus the complications of competing…
Happy Retirement
5 Truths About Retirement No One Tells You (Until It’s Too Late)
Some 93% of retirees say life is as good as ever, but retirement reshapes marriages, budgets, and mental health in ways most plans ignore.
Housing and Home Equity
7 Tips to Help People Who Are Retired Stay in Their Homes Longer
Nine in 10 older Americans want to remain in their own homes as they get older. But most people aren’t planning ahead when it comes to making sure their houses…
Housing and Home Equity
The Cheapest Places to Retire
In the years leading up to retirement, people often ask themselves, “When should I retire?” As retirement becomes a closer reality, the question turns to “Where…
Retirement Savings and Investments
What is an IRA Account and Why You NEED One?
Planning for retirement is probably one of the most confusing jobs that you’ve ever taken on. There are so many choices to make, and so many so many questions t…
Retirement Planning
Simple Living in Retirement: A Happy Retirement is the Ultimate Luxury
There’s a trend in retirement, and it’s not the luxurious life dripping with luxury vehicles and champagne breakfasts. A simpler and more modest approach has st…
Retirement Planning
6 Financial and Retirement Planning Blogs You Should be Reading
The more you read, the more you know, and the more you read about retirement planning, financial planning and personal finance the better off you’ll be. You cou…
Happy Retirement
12 Lifestyle Blogs That Help You Imagine a Happy and Healthy Retirement
There’s certainly no shortage of retirement blogs, but many, if not most of them, focus on financial matters. That’s important, but not everything in retirement…
Long Term Care
How to Get the Veteran’s Administration (VA) Aid and Attendance Pension Benefit
After struggling to help her mother–the wife of a World War II veteran–receive benefits from the Veterans Administration (VA), Debbie Burak founded VeteranAid.o…
Financial Advisors
Types of Financial Advisors: How to Find the Right Help
If you’re like many Americans, you probably have concerns about your retirement plan. But research shows that those who work with a financial planner are often…
Financial Advisors
What is a Certified Financial Planner — CFP: What They Do, How to Choose, Benefits of Using, Differences from Other Financial Advisors, Fees and More…
What is a Certified Financial Planner? It seems like every day Americans are reminded how ill-prepared they are for retirement — especially as numerous reports…
Social Security
How is My Social Security Payment Calculated?
You can reasonably count on Social Security benefits once you retire, but determining how much you’ll receive is a different story. There is a formula, of sorts…
Reverse Mortgages
Your Guide to Reverse Mortgage Counseling
Reverse Mortgage Counseling Can Help You Make the Best Decision for You Reverse mortgage HUD counseling is not only required but is an important part of securin…
Retirement Planning
Retirement Planning Strategies for Veterans
Veterans and service-members approaching retirement age may need to take a slightly different strategy to financial planning relative to their civilian counterp…
Social Security
Social Security Dependent Benefits and Claiming Early
You have probably read and reread that you should delay the start of your Social Security benefits until at least your full retirement date (typically around ag…
