Financial Wellness
Best Books for a Retirement Gift: Financial Peace of Mind
Skip the stuff. These last-minute books for financial peace of mind can change how someone thinks about money, time, and what really matters.
Articles by Kathleen Coxwell
Planning
Budgeting Time: How Are You Measuring Your Hours?
You probably budget or measure your money. But, are you budgeting time? Explore 9 ideas for measuring and valuing what really matters.
Retirement Planning
Real Life Retirement Lessons from Unexpected Journeys
Explore real life retirement lessons from everyday people and uncover practical insights to shape a more confident, meaningful retirement.
Retirement Planning
Financial Worry: How It Tricks You and What to Do Instead
Worrying is not the solution to financial stress. Find out about the one powerful thing you can do to feel better about your future.
Retirement Planning
Year-End Retirement Checklist: Prepare for 2026
Use this retirement checklist of 28 wise things to do before each year’s end to set yourself up for a great 2025 and a secure future.
Value Your Time
Plan Your Dreams: 11 Guidelines for a Life-First Plan
The most important part of your financial plan isn’t your rate of return. It is planning your dreams – whatever is important to you.
Retirement Savings and Investments
Should You Pay Off Mortgage or Invest?
Get insights for the best way to use your money. What are the pros and cons of paying off mortgage vs. investing?
Happy Retirement
Gratitude and Money: How Thankfulness Supports Financial Success
Explore how gratitude can improve your financial life by grounding decisions, reducing anxiety, and helping you plan in a way that reflects your values.
Planning
A Recipe for Financial Success: It’s as Easy as Pumpkin Pie
Do you have all the ingredients and the right recipe for financial success? It needn’t be complicated. In fact, it can be as easy as pie.
Retirement Planning
Want Reliable Retirement Income? Use the Spend Safely in Retirement Strategy
Spend safely in retirement? It sounds promising. Discover how to implement this retirement income strategy developed at Stanford. Read more…
Happy Retirement
Swedish Death Cleaning: 7 Reasons to De-Clutter Now
Explore why de-cluttering is the ultimate retirement and estate planning task. 7 compelling reasons to clean out your closets this year. Read now…
Retirement Planning
20+ Eye-Opening Scenarios to Try with a Comprehensive Retirement Planning Tool!
Explore 20 scenarios to try with the Boldin Planner. These will increase your planning know-how and build your financial confidence.
Retirement Savings and Investments
Financial Wisdom: What Is the Best Investment?
The best investment? It isn’t always a stock or financial instrument. Other life choices can improve both your monetary and overall well being.
Retirement Planning
Why Financial Planning is the Ultimate Marshmallow Test
Let’s find out why financial planning is the ultimate marshmallow test and explore a few tips for how you can ace it.
Retirement Savings and Investments
Year End Tax Planning Strategies to Keep More Money and Prepare for Future Wealth
These 13 year-end tax tips for retirement will help you minimize your 2025 taxes and reduce future tax bills.
Planning
How Much Time Do You Have? Money vs. Time Around the World
You’ll be surprised by how much collective time there is in the world and how it is used. See how it compares to how you spend your time.
Retirement Planning
How Much Do You Need for Retirement if You Will Live to Be 100?
What chance do you have of living to 100? And, can you afford to do so? Explore life expectancy trends and what it takes to fund a long life.
Happy Retirement
New Retirement Books: Lessons from 6 Late-2025 Releases
Looking for a spark of insight, we found 6 new releases that will expand how you think about money, markets, and life.
Social Security
Social Security and Wealth: Who Gains the Most
Discover how Social Security and wealth interact — and why the program plays a different role depending on your income and resources.
Insurance
11 Alternatives to Long-Term Care Insurance
You need a plan for dealing with long term care costs. Luckily there are some great alternatives to long term care insurance.
Retirement Planning
Quotes from John Wooden: 8 Lessons for Your Retirement
Through quotes from John Wooden, learn how consistency, patience, and focusing on what you can control build a more secure financial future.
Retirement Savings and Investments
Break These 6 Personal Finance Rules for a Wealthier Retirement
Some personal finance rules are helpful, others work against you as you near retirement. Here are 6 rules meant to be broken for a more secure future.
Insurance
What Is Umbrella Insurance and Do You Need It?
Umbrella insurance adds extra liability protection but it isn’t for everyone. Learn who needs it and what it covers.
Retirement Planning
The Nearing Retirement Checklist: 19 Things You Need to Do Just Before and After You Retire
There is a lot to do as you near retirement. And, it goes beyond creating a robust financial plan. Money is only part of the equation.
