Celebrating Retirement Most Popular Podcast: Dr. Jordan Hutchison on the Future of Financial Planning, Financial Education, and Flow States April 18, 2024bySteve Chen Hear thoughts on the impact of technology, psychology and fee models on planning plus insights into how flow states are good for work and retirement life. Read more about Podcast: Dr. Jordan Hutchison on the Future of Financial Planning, Financial Education, and Flow States Podcast What is Consumption Smoothing? And, Why Is It Important if You Want Long Term Financial Stability? April 18, 2024byKathleen Coxwell While most people do short term consumption smoothing, you really need it for your future financial security. Read more about What is Consumption Smoothing? And, Why Is It Important if You Want Long Term Financial Stability? Financial WellnessLifestyleRetirement IncomePlanningRetirement PlanningRetirement Savings and InvestmentsBudgeting & SpendingHappy Retirement The Best Investments to Achieve Your Retirement Goals April 18, 2024byKathleen Coxwell The best retirement investments depend entirely on you and your goals. Here are 18 great opportunities for you to consider. Read now! Read more about The Best Investments to Achieve Your Retirement Goals Retirement PlanningRetirement Savings and Investments 9 Ways to Overcome the Terror of Spending Your Retirement Savings April 18, 2024byKathleen Coxwell Uneasy about watching that retirement nest egg get smaller month after month? Don’t worry. Use these 9 tips to overcome your fear of retirement spending. Read more about 9 Ways to Overcome the Terror of Spending Your Retirement Savings Retirement PlanningBudgeting & Spending 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! Read more about 15 Common Roth Conversion and Savings Mistakes People Make TaxesRetirement Savings and Investments 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. Read more about Secure the the Life You Want: 7 Questions To Ask Before Retirement (It’s Not Just About Savings) Retirement Planning 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. Read more about What’s Your Why? How to Set Life Goals and Create a Financial Plan for Achieving Them LifestyleValue Your TimeHappy Retirement 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. Read more about Podcast: Rising Above the Money Fog with Mikelann Valterra PlanningFinancial WellnessHappy RetirementPodcast 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. Read more about Financial Spring Cleaning: 10 Ways to Spruce Up Your Finances PlanningFinancial Wellness 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. Read more about 12 Reasons to Retire Early: Why You Should Retire at 62 (or Before) PlanningRetirement Planning Retirementearly 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. Read more about What You Need to Know About Social Security and Taxes TaxesSocial SecurityBudgeting & Spending 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. Read more about Average Inheritance: How Much Are Retirees Leaving to Heirs? Family and RelationshipsEstate Planning 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. Read more about Behavioral Finance: 16 Easy Ways to Outsmart Your Brain for More Wealth and Security PlanningRetirement PlanningRetirement Savings and Investments 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. Read more about Making Sense of Financial Jargon: 15 Key Financial Terms to Know to Plan a Successful Future PlanningFinancial Wellness 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. Read more about Passive Investing: 6 Advantages to the Hands-Off Approach Retirement Savings and Investments 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. Read more about Financial Problems and Stress: Understand if You Have a “Leaky Ceiling” or a “Muddy Puddle” and Make Better Decisions PlanningFinancial WellnessRetirement Planning 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. Read more about The Behavioral Finance Revolution: How Daniel Kahneman Redefined Personal Financial Decision-Making PlanningFinancial Wellness 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… Read more about Retirement Crisis? Maybe, But the Reality is that Most People Will Retire Happily and Be Just Fine Retirement Planning retirement crisis 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. Read more about Low Cost Investing: 7 Ways to Slash Your Investment Expenses Retirement Savings and Investments 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. Read more about Stoic Wisdom: 6 Key Insights to Make You Happier Today and Wealthier in the Future PlanningFinancial WellnessLifestyleRetirement PlanningHappy Retirement 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. Read more about 24 Ways to Cut Costs for Retirement Retirement PlanningBudgeting & Spending 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. Read more about Money Dysmorphia: How to Trade Uncertainty with Financial Confidence Financial WellnessValue Your Time 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. Read more about Fees and Expenses on Mutual Funds and ETFs: A Complete Guide to the Often Misunderstood and Hidden Costs of Investments Retirement Savings and 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. Read more about Behavioral Finance: 16 Easy Ways to Outsmart Your Brain for More Wealth and Security PlanningRetirement PlanningRetirement Savings and Investments
Podcast: Dr. Jordan Hutchison on the Future of Financial Planning, Financial Education, and Flow States April 18, 2024bySteve Chen Hear thoughts on the impact of technology, psychology and fee models on planning plus insights into how flow states are good for work and retirement life. Read more about Podcast: Dr. Jordan Hutchison on the Future of Financial Planning, Financial Education, and Flow States Podcast
What is Consumption Smoothing? And, Why Is It Important if You Want Long Term Financial Stability? April 18, 2024byKathleen Coxwell While most people do short term consumption smoothing, you really need it for your future financial security. Read more about What is Consumption Smoothing? And, Why Is It Important if You Want Long Term Financial Stability? Financial WellnessLifestyleRetirement IncomePlanningRetirement PlanningRetirement Savings and InvestmentsBudgeting & SpendingHappy Retirement
The Best Investments to Achieve Your Retirement Goals April 18, 2024byKathleen Coxwell The best retirement investments depend entirely on you and your goals. Here are 18 great opportunities for you to consider. Read now! Read more about The Best Investments to Achieve Your Retirement Goals Retirement PlanningRetirement Savings and Investments
9 Ways to Overcome the Terror of Spending Your Retirement Savings April 18, 2024byKathleen Coxwell Uneasy about watching that retirement nest egg get smaller month after month? Don’t worry. Use these 9 tips to overcome your fear of retirement spending. Read more about 9 Ways to Overcome the Terror of Spending Your Retirement Savings Retirement PlanningBudgeting & Spending
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! Read more about 15 Common Roth Conversion and Savings Mistakes People Make TaxesRetirement Savings and Investments
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. Read more about Secure the the Life You Want: 7 Questions To Ask Before Retirement (It’s Not Just About Savings) Retirement Planning
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. Read more about What’s Your Why? How to Set Life Goals and Create a Financial Plan for Achieving Them LifestyleValue Your TimeHappy Retirement
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. Read more about Podcast: Rising Above the Money Fog with Mikelann Valterra PlanningFinancial WellnessHappy RetirementPodcast
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. Read more about Financial Spring Cleaning: 10 Ways to Spruce Up Your Finances PlanningFinancial Wellness
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. Read more about 12 Reasons to Retire Early: Why You Should Retire at 62 (or Before) PlanningRetirement Planning Retirementearly
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. Read more about What You Need to Know About Social Security and Taxes TaxesSocial SecurityBudgeting & Spending
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. Read more about Average Inheritance: How Much Are Retirees Leaving to Heirs? Family and RelationshipsEstate Planning
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. Read more about Behavioral Finance: 16 Easy Ways to Outsmart Your Brain for More Wealth and Security PlanningRetirement PlanningRetirement Savings and Investments
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. Read more about Making Sense of Financial Jargon: 15 Key Financial Terms to Know to Plan a Successful Future PlanningFinancial Wellness
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. Read more about Passive Investing: 6 Advantages to the Hands-Off Approach Retirement Savings and Investments
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. Read more about Financial Problems and Stress: Understand if You Have a “Leaky Ceiling” or a “Muddy Puddle” and Make Better Decisions PlanningFinancial WellnessRetirement Planning
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. Read more about The Behavioral Finance Revolution: How Daniel Kahneman Redefined Personal Financial Decision-Making PlanningFinancial Wellness
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… Read more about Retirement Crisis? Maybe, But the Reality is that Most People Will Retire Happily and Be Just Fine Retirement Planning retirement crisis
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. Read more about Low Cost Investing: 7 Ways to Slash Your Investment Expenses Retirement Savings and Investments
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. Read more about Stoic Wisdom: 6 Key Insights to Make You Happier Today and Wealthier in the Future PlanningFinancial WellnessLifestyleRetirement PlanningHappy Retirement
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. Read more about 24 Ways to Cut Costs for Retirement Retirement PlanningBudgeting & Spending
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. Read more about Money Dysmorphia: How to Trade Uncertainty with Financial Confidence Financial WellnessValue Your Time
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. Read more about Fees and Expenses on Mutual Funds and ETFs: A Complete Guide to the Often Misunderstood and Hidden Costs of Investments Retirement Savings and 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. Read more about Behavioral Finance: 16 Easy Ways to Outsmart Your Brain for More Wealth and Security PlanningRetirement PlanningRetirement Savings and Investments