Annuities Most Popular 15 Common Roth Conversion and Savings Mistakes People Make April 11, 2024byKathleen Coxwell There are a lot of potential Roth IRA mistakes to be made: 1) Not doing it, 2) Not knowing the rules, 3) Timing, 4) Poor planning, 5) Overlooking spouse… and more! TaxesRetirement Savings and Investments Read more about 15 Common Roth Conversion and Savings Mistakes People Make Secure the the Life You Want: 7 Questions To Ask Before Retirement (It’s Not Just About Savings) April 11, 2024byMike Being prepared for retirement means a lot more than having adequate savings. Here are 7 questions to ask yourself. Retirement Planning Read more about Secure the the Life You Want: 7 Questions To Ask Before Retirement (It’s Not Just About Savings) What’s Your Why? How to Set Life Goals and Create a Financial Plan for Achieving Them April 11, 2024byKathleen Coxwell 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. LifestyleValue Your TimeHappy Retirement Read more about What’s Your Why? How to Set Life Goals and Create a Financial Plan for Achieving Them Podcast: Rising Above the Money Fog with Mikelann Valterra April 10, 2024bySteve Chen Hear from coach Mikelann Valterra about the “money fog,” making better decisions, female-specific financial challenges, money personality types, and more. PlanningFinancial WellnessHappy Retirement Read more about Podcast: Rising Above the Money Fog with Mikelann Valterra Financial Spring Cleaning: 10 Ways to Spruce Up Your Finances April 4, 2024byMike Take a look at 10 things to do now for a financial “spring cleaning.” Ensure your financial plan is on track for the new season. PlanningFinancial Wellness Read more about Financial Spring Cleaning: 10 Ways to Spruce Up Your Finances 12 Reasons to Retire Early: Why You Should Retire at 62 (or Before) April 4, 2024byKathleen Coxwell If you’re wondering whether retiring at 62 (or earlier) is the right thing to do, click here for 12 reasons why you really should go for it. PlanningRetirement Planning Retirementearly Read more about 12 Reasons to Retire Early: Why You Should Retire at 62 (or Before) What You Need to Know About Social Security and Taxes April 4, 2024byKathleen Coxwell Yes. You might pay taxes on Social Security. Learn what to expect (federal, state and work penalties) and explore ways to reduce the expense. TaxesSocial SecurityBudgeting & Spending Read more about What You Need to Know About Social Security and Taxes Average Inheritance: How Much Are Retirees Leaving to Heirs? April 4, 2024byKathleen Coxwell Explore average inheritance numbers. Find out if you can you afford retirement and a financial legacy and get tips regarding what to leave behind. Family and RelationshipsEstate Planning Read more about Average Inheritance: How Much Are Retirees Leaving to Heirs? Behavioral Finance: 16 Easy Ways to Outsmart Your Brain for More Wealth and Security April 2, 2024byEditorial Team Behavioral finance can show you how to be happier, wealthier and achieve a better retirement. Explore 16 rules of thumb for a better future. PlanningRetirement PlanningRetirement Savings and Investments Read more about Behavioral Finance: 16 Easy Ways to Outsmart Your Brain for More Wealth and Security Making Sense of Financial Jargon: 15 Key Financial Terms to Know to Plan a Successful Future April 2, 2024byEditorial Team Here are a few commonly misunderstood financial terms across investments, taxes, insurance, retirement, and estate planning. PlanningFinancial Wellness Read more about Making Sense of Financial Jargon: 15 Key Financial Terms to Know to Plan a Successful Future Passive Investing: 6 Advantages to the Hands-Off Approach March 28, 2024byMike Learn about passive investing and explore why the approach is more cost efficient and produces better outcomes than active management. Retirement Savings and Investments Read more about Passive Investing: 6 Advantages to the Hands-Off Approach Financial Problems and Stress: Understand if You Have a “Leaky Ceiling” or a “Muddy Puddle” and Make Better Decisions March 28, 2024byKathleen Coxwell Explore how can you make better decisions by categorizing your financial problems as either a muddy puddle or a leaky ceiling. PlanningFinancial WellnessRetirement Planning Read more about Financial Problems and Stress: Understand if You Have a “Leaky Ceiling” or a “Muddy Puddle” and Make Better Decisions The Behavioral Finance Revolution: How Daniel Kahneman Redefined Personal Financial Decision-Making March 28, 2024byKathleen Coxwell Daniel Kahneman made profound contributions to behavioral finance and likely to how you manage your money. PlanningFinancial Wellness Read more about The Behavioral Finance Revolution: How Daniel Kahneman Redefined Personal Financial Decision-Making Retirement Crisis? Maybe, But the Reality is that Most People Will Retire Happily and Be Just Fine March 26, 2024byKathleen Coxwell 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 year and report feeling great about their lives. Is it possible that you should Keep Calm and Retire On? How Worried Do You Need to Be About the… Retirement Planning retirement crisis Read more about Retirement Crisis? Maybe, But the Reality is that Most People Will Retire Happily and Be Just Fine Low Cost Investing: 7 Ways to Slash Your Investment Expenses March 21, 2024byMike Investment costs can be easily reduced without compromising returns. Follow these low cost investing guidelines. Retirement Savings and Investments Read more about Low Cost Investing: 7 Ways to Slash Your Investment Expenses Stoic Wisdom: 6 Key Insights to Make You Happier Today and Wealthier in the Future March 21, 2024byKathleen Coxwell There is surprising buzz around Stoicism, an ancient Greek philosophy. See how Stoic wisdom can help you achieve financial wellness. PlanningFinancial WellnessLifestyleRetirement PlanningHappy Retirement Read more about Stoic Wisdom: 6 Key Insights to Make You Happier Today and Wealthier in the Future 24 Ways to Cut Costs for Retirement March 20, 2024byKathleen Coxwell Reducing expenses is a good way to deal with inflation. Here are 24 tips to make it a little easier to cut costs. Retirement PlanningBudgeting & Spending Read more about 24 Ways to Cut Costs for Retirement Money Dysmorphia: How to Trade Uncertainty with Financial Confidence March 14, 2024byKathleen Coxwell The numbers of people experiencing money dysmorphia are rising. Find out about this condition and what to do about it. Financial WellnessValue Your Time Read more about Money Dysmorphia: How to Trade Uncertainty with Financial Confidence Fees and Expenses on Mutual Funds and ETFs: A Complete Guide to the Often Misunderstood and Hidden Costs of Investments March 14, 2024byMike Are you aware of just how much investing is costing you? Explore all the fees associated with your mutual funds and ETFs. Retirement Savings and Investments Read more about Fees and Expenses on Mutual Funds and ETFs: A Complete Guide to the Often Misunderstood and Hidden Costs of Investments Behavioral Finance: 16 Easy Ways to Outsmart Your Brain for More Wealth and Security March 7, 2024byKathleen Coxwell Behavioral finance can show you how to be happier, wealthier and achieve a better retirement. Explore 16 rules of thumb for a better future. PlanningRetirement PlanningRetirement Savings and Investments Read more about Behavioral Finance: 16 Easy Ways to Outsmart Your Brain for More Wealth and Security Tax Season Checklist: 10 Essential Considerations to Review for Your 2023 Return March 7, 2024byMike Are you “lucky” enough to have to worry about #3? Did you remember #5? Explore all 10 tips on this tax season checklist. Taxes Read more about Tax Season Checklist: 10 Essential Considerations to Review for Your 2023 Return Average Retirement Spending: Will You Spend More or Less Once You Retire and How Does that Compare to Other Retirees? March 7, 2024byKathleen Coxwell 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. Budgeting & Spending Read more about Average Retirement Spending: Will You Spend More or Less Once You Retire and How Does that Compare to Other Retirees? Making Sense of Restricted Stock Units: Terminology, Taxes and More! February 29, 2024byMike Learn about the value of restricted stock units and how to use this compensation to your financial advantage. EarningYour CareerRetirement Savings and Investments Read more about Making Sense of Restricted Stock Units: Terminology, Taxes and More! How to Determine the Best U.S. State for Your Retirement February 29, 2024byKathleen Coxwell Explore 10 things to think about – lifestyle and financial factors – when considering the best state for retirement. LifestyleRetirement PlanningHousing and Home Equity Read more about How to Determine the Best U.S. State for Your Retirement
15 Common Roth Conversion and Savings Mistakes People Make April 11, 2024byKathleen Coxwell There are a lot of potential Roth IRA mistakes to be made: 1) Not doing it, 2) Not knowing the rules, 3) Timing, 4) Poor planning, 5) Overlooking spouse… and more! TaxesRetirement Savings and Investments Read more about 15 Common Roth Conversion and Savings Mistakes People Make
Secure the the Life You Want: 7 Questions To Ask Before Retirement (It’s Not Just About Savings) April 11, 2024byMike Being prepared for retirement means a lot more than having adequate savings. Here are 7 questions to ask yourself. Retirement Planning Read more about Secure the the Life You Want: 7 Questions To Ask Before Retirement (It’s Not Just About Savings)
What’s Your Why? How to Set Life Goals and Create a Financial Plan for Achieving Them April 11, 2024byKathleen Coxwell 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. LifestyleValue Your TimeHappy Retirement Read more about What’s Your Why? How to Set Life Goals and Create a Financial Plan for Achieving Them
Podcast: Rising Above the Money Fog with Mikelann Valterra April 10, 2024bySteve Chen Hear from coach Mikelann Valterra about the “money fog,” making better decisions, female-specific financial challenges, money personality types, and more. PlanningFinancial WellnessHappy Retirement Read more about Podcast: Rising Above the Money Fog with Mikelann Valterra
Financial Spring Cleaning: 10 Ways to Spruce Up Your Finances April 4, 2024byMike Take a look at 10 things to do now for a financial “spring cleaning.” Ensure your financial plan is on track for the new season. PlanningFinancial Wellness Read more about Financial Spring Cleaning: 10 Ways to Spruce Up Your Finances
12 Reasons to Retire Early: Why You Should Retire at 62 (or Before) April 4, 2024byKathleen Coxwell If you’re wondering whether retiring at 62 (or earlier) is the right thing to do, click here for 12 reasons why you really should go for it. PlanningRetirement Planning Retirementearly Read more about 12 Reasons to Retire Early: Why You Should Retire at 62 (or Before)
What You Need to Know About Social Security and Taxes April 4, 2024byKathleen Coxwell Yes. You might pay taxes on Social Security. Learn what to expect (federal, state and work penalties) and explore ways to reduce the expense. TaxesSocial SecurityBudgeting & Spending Read more about What You Need to Know About Social Security and Taxes
Average Inheritance: How Much Are Retirees Leaving to Heirs? April 4, 2024byKathleen Coxwell Explore average inheritance numbers. Find out if you can you afford retirement and a financial legacy and get tips regarding what to leave behind. Family and RelationshipsEstate Planning Read more about Average Inheritance: How Much Are Retirees Leaving to Heirs?
Behavioral Finance: 16 Easy Ways to Outsmart Your Brain for More Wealth and Security April 2, 2024byEditorial Team Behavioral finance can show you how to be happier, wealthier and achieve a better retirement. Explore 16 rules of thumb for a better future. PlanningRetirement PlanningRetirement Savings and Investments Read more about Behavioral Finance: 16 Easy Ways to Outsmart Your Brain for More Wealth and Security
Making Sense of Financial Jargon: 15 Key Financial Terms to Know to Plan a Successful Future April 2, 2024byEditorial Team Here are a few commonly misunderstood financial terms across investments, taxes, insurance, retirement, and estate planning. PlanningFinancial Wellness Read more about Making Sense of Financial Jargon: 15 Key Financial Terms to Know to Plan a Successful Future
Passive Investing: 6 Advantages to the Hands-Off Approach March 28, 2024byMike Learn about passive investing and explore why the approach is more cost efficient and produces better outcomes than active management. Retirement Savings and Investments Read more about Passive Investing: 6 Advantages to the Hands-Off Approach
Financial Problems and Stress: Understand if You Have a “Leaky Ceiling” or a “Muddy Puddle” and Make Better Decisions March 28, 2024byKathleen Coxwell Explore how can you make better decisions by categorizing your financial problems as either a muddy puddle or a leaky ceiling. PlanningFinancial WellnessRetirement Planning Read more about Financial Problems and Stress: Understand if You Have a “Leaky Ceiling” or a “Muddy Puddle” and Make Better Decisions
The Behavioral Finance Revolution: How Daniel Kahneman Redefined Personal Financial Decision-Making March 28, 2024byKathleen Coxwell Daniel Kahneman made profound contributions to behavioral finance and likely to how you manage your money. PlanningFinancial Wellness Read more about The Behavioral Finance Revolution: How Daniel Kahneman Redefined Personal Financial Decision-Making
Retirement Crisis? Maybe, But the Reality is that Most People Will Retire Happily and Be Just Fine March 26, 2024byKathleen Coxwell 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 year and report feeling great about their lives. Is it possible that you should Keep Calm and Retire On? How Worried Do You Need to Be About the… Retirement Planning retirement crisis Read more about Retirement Crisis? Maybe, But the Reality is that Most People Will Retire Happily and Be Just Fine
Low Cost Investing: 7 Ways to Slash Your Investment Expenses March 21, 2024byMike Investment costs can be easily reduced without compromising returns. Follow these low cost investing guidelines. Retirement Savings and Investments Read more about Low Cost Investing: 7 Ways to Slash Your Investment Expenses
Stoic Wisdom: 6 Key Insights to Make You Happier Today and Wealthier in the Future March 21, 2024byKathleen Coxwell There is surprising buzz around Stoicism, an ancient Greek philosophy. See how Stoic wisdom can help you achieve financial wellness. PlanningFinancial WellnessLifestyleRetirement PlanningHappy Retirement Read more about Stoic Wisdom: 6 Key Insights to Make You Happier Today and Wealthier in the Future
24 Ways to Cut Costs for Retirement March 20, 2024byKathleen Coxwell Reducing expenses is a good way to deal with inflation. Here are 24 tips to make it a little easier to cut costs. Retirement PlanningBudgeting & Spending Read more about 24 Ways to Cut Costs for Retirement
Money Dysmorphia: How to Trade Uncertainty with Financial Confidence March 14, 2024byKathleen Coxwell The numbers of people experiencing money dysmorphia are rising. Find out about this condition and what to do about it. Financial WellnessValue Your Time Read more about Money Dysmorphia: How to Trade Uncertainty with Financial Confidence
Fees and Expenses on Mutual Funds and ETFs: A Complete Guide to the Often Misunderstood and Hidden Costs of Investments March 14, 2024byMike Are you aware of just how much investing is costing you? Explore all the fees associated with your mutual funds and ETFs. Retirement Savings and Investments Read more about Fees and Expenses on Mutual Funds and ETFs: A Complete Guide to the Often Misunderstood and Hidden Costs of Investments
Behavioral Finance: 16 Easy Ways to Outsmart Your Brain for More Wealth and Security March 7, 2024byKathleen Coxwell Behavioral finance can show you how to be happier, wealthier and achieve a better retirement. Explore 16 rules of thumb for a better future. PlanningRetirement PlanningRetirement Savings and Investments Read more about Behavioral Finance: 16 Easy Ways to Outsmart Your Brain for More Wealth and Security
Tax Season Checklist: 10 Essential Considerations to Review for Your 2023 Return March 7, 2024byMike Are you “lucky” enough to have to worry about #3? Did you remember #5? Explore all 10 tips on this tax season checklist. Taxes Read more about Tax Season Checklist: 10 Essential Considerations to Review for Your 2023 Return
Average Retirement Spending: Will You Spend More or Less Once You Retire and How Does that Compare to Other Retirees? March 7, 2024byKathleen Coxwell 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. Budgeting & Spending Read more about Average Retirement Spending: Will You Spend More or Less Once You Retire and How Does that Compare to Other Retirees?
Making Sense of Restricted Stock Units: Terminology, Taxes and More! February 29, 2024byMike Learn about the value of restricted stock units and how to use this compensation to your financial advantage. EarningYour CareerRetirement Savings and Investments Read more about Making Sense of Restricted Stock Units: Terminology, Taxes and More!
How to Determine the Best U.S. State for Your Retirement February 29, 2024byKathleen Coxwell Explore 10 things to think about – lifestyle and financial factors – when considering the best state for retirement. LifestyleRetirement PlanningHousing and Home Equity Read more about How to Determine the Best U.S. State for Your Retirement