Investment Advice: What Kind of Help Do You Really Need? How Much Should it Cost? August 11, 2022byKathleen Coxwell You have options for investment advice at different costs and service levels. But, the most popular option may not be the best. Learn why… Read more about Investment Advice: What Kind of Help Do You Really Need? How Much Should it Cost?
Social Security and Working: Everything You Need to Know August 11, 2022byKathleen Coxwell Here is what you need to know about Social Security and working: taxes, penalties, when to start benefits, and when to stop work. Read more about Social Security and Working: Everything You Need to Know
How to Plan for Inflation in Your Long Term Financial Projections August 4, 2022byKathleen Coxwell Here are 7 tips for planning for inflation, especially now with rates so high. Learn about long term average inflation and more. Read more about How to Plan for Inflation in Your Long Term Financial Projections
Cross Class Friendships: Why Having Friends with Money is a Good Thing for Long Term Wealth and Security August 4, 2022byKathleen Coxwell New research on cross class friendships is another data point on why we are better off when we mix across wealth, health, and age. Read more about Cross Class Friendships: Why Having Friends with Money is a Good Thing for Long Term Wealth and Security
10 Reasons Why Talking About Money Can Give You a Better Future August 3, 2022byKathleen Coxwell Talking about money with friends, family, and peers can improve your financial outcomes. You’ll make better decisions. Read more about 10 Reasons Why Talking About Money Can Give You a Better Future
The “Inflation Reduction Act of 2022” and What it Means for Your Retirement July 28, 2022byKathleen Coxwell Learn how the “Inflation Reduction Act of 2022” may improve your retirement? (Reduced healthcare costs and inflation reduction.) Read more about The “Inflation Reduction Act of 2022” and What it Means for Your Retirement
Podcast: The Financial Samurai – “Buy This, Not That: How To Spend Your Way To Wealth And Freedom” July 28, 2022bySteve Chen Steve and the Financial Samurai discuss Sam’s new book, “Buy This, Not That, How to Spend Your Way to Wealth and Freedom”. Listen in for tips on how to tackle life’s dilemmas in a rational way and achieve financial freedom. Read more about Podcast: The Financial Samurai – “Buy This, Not That: How To Spend Your Way To Wealth And Freedom”
Retirement Depression: 9 Tips for Combating this Very Common Syndrome July 28, 2022byKathleen Coxwell Are you (or a loved one) experiencing retirement depression? Here are 9 ways to get help and overcome this real phenomenon. Read more about Retirement Depression: 9 Tips for Combating this Very Common Syndrome
For Real Retirement Security, Make a Plan for Everything that Could Possibly Go Wrong July 28, 2022byKathleen Coxwell Want retirement security? You need a retirement plan that will protect you from anything and everything that could go wrong. Read more… Read more about For Real Retirement Security, Make a Plan for Everything that Could Possibly Go Wrong
Video: The Need for Financial Planning, Why We Built NewRetirement July 21, 2022byKathleen Coxwell Watch to learn about the need for financial planning at scale and discover why we started NewRetirement. Read more about Video: The Need for Financial Planning, Why We Built NewRetirement
What is Another Word for Retirement? There Has Got to Be Something Better! July 21, 2022byKathleen Coxwell We really need another word for retirement. We are not withdrawing. Most of us aren’t even stopping work! Here are some alternatives. What do you suggest? Read more about What is Another Word for Retirement? There Has Got to Be Something Better!
The Psychology of Money: 9 Important Lessons for Financial Wellness in 2022 July 21, 2022byKathleen Coxwell The psychology of money can be confounding. Get 9 essential tips for feeling good about your finances and increasing your chances of good outcomes. Read more about The Psychology of Money: 9 Important Lessons for Financial Wellness in 2022
Why a Roth Conversion or Backdoor Roth IRA is a Good Idea Right Now July 20, 2022byKathleen Coxwell Doing a Roth conversion — also known as a “backdoor Roth IRA” – is perhaps still appealing in 2022. Why? Low 2022 tax rates. What is a Roth Conversion? Backdoor IRA? A Roth Conversion is when you convert money that you have in a traditional IRA to a Roth IRA. This is sometimes called a… Read more about Why a Roth Conversion or Backdoor Roth IRA is a Good Idea Right Now
How Much is Enough? How to Know if You Are Earning or Saving for Optimal Happiness July 14, 2022byKathleen Coxwell Everyone wants to know how much is enough. Here are 10 ways to find out how much savings or income is needed for happiness. Read more about How Much is Enough? How to Know if You Are Earning or Saving for Optimal Happiness
Is a Bond Ladder Strategy Right for Your Retirement? July 14, 2022byKathleen Coxwell Bond ladders can be used to protect against interest rate risk. Discover what they are and why you would use one to secure your future. Read more about Is a Bond Ladder Strategy Right for Your Retirement?
15 Ways to Save Money on Prescription Drugs July 14, 2022byKathleen Coxwell Don’t throw money out the window. Explore these 15 east ways to save money on prescription drugs, especially if you are older. Read now! Read more about 15 Ways to Save Money on Prescription Drugs
Best Financial and Retirement Articles from Q2 2022 July 13, 2022byKathleen Coxwell The best financial articles covered market downturns, terror of spending, keys to a successful retirement and 10 other important topics. Read more about Best Financial and Retirement Articles from Q2 2022
Can You Live Happily in Retirement With Just 66% of Your Work Income? (Yes! Most Do) July 7, 2022byKathleen Coxwell Research suggests that average annual retirement income for retirees is far less than what they earned before retirement. And, it’s not a problem! Read more about Can You Live Happily in Retirement With Just 66% of Your Work Income? (Yes! Most Do)
Podcast: Andre Nader — What and How Much is Enough to FIRE July 7, 2022bySteve Chen Steve and Andre discuss “What is Enough” and also touch on a cool tool he built to help people explore relocation and remote work. Read more about Podcast: Andre Nader — What and How Much is Enough to FIRE
10 Great Tips for Managing Money in Retirement July 7, 2022byKathleen Coxwell In some ways managing money in retirement will be easier and in other ways it will be harder. Here are 10 tips for getting it right. Read more about 10 Great Tips for Managing Money in Retirement
The Stock Market Has Worst First 6 Months of Year Since 1970s: Is it Time to Buy In? June 30, 2022byKathleen Coxwell Wall Street news isn’t great: bear market, inflation & more. However, it may be a great opportunity to invest. Explore 12 tips to help you know if it is for you. Read more about The Stock Market Has Worst First 6 Months of Year Since 1970s: Is it Time to Buy In?
2026 Tax Brackets: Why Your Taxes Are Likely to Increase in 2026 and What to Do About It June 30, 2022byKathleen Coxwell Due to the the TCJA expiration, your 2026 tax brackets and rates will rise. Find out why and how to prepare for the increase. Read more about 2026 Tax Brackets: Why Your Taxes Are Likely to Increase in 2026 and What to Do About It
What’s New on Your 401k Statement? (Why Does it Appear You Have So Little Retirement Income?) June 23, 2022byKathleen Coxwell Your next 401k statement is going to look different. And, your retirement income projections may be concerning. Find out why. Read more about What’s New on Your 401k Statement? (Why Does it Appear You Have So Little Retirement Income?)
28 Keys to Building Wealth (Even Building Wealth After 50) June 23, 2022byKathleen Coxwell Building wealth can happen even after age 50! Just follow a few of these 28 best practices and habits consistently. Read now! Read more about 28 Keys to Building Wealth (Even Building Wealth After 50)
A Powerful Retirement Saving Secret: Use Tax Advantaged Catch Up Contributions When Over 50 June 22, 2022byKathleen Coxwell Catch up contributions are the IRS’s way of making it easier for savers age 50 and up to tuck away enough retirement savings. Read more about A Powerful Retirement Saving Secret: Use Tax Advantaged Catch Up Contributions When Over 50
