Annuities Most Popular 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 Which Are the Most Tax Friendly States for Retirees 2024? February 29, 2024byKathleen Coxwell Are you in a tax friendly state for retirees? Explore the best states for taxes and review the income and sales tax rates in all 50 states. TaxesRetirement PlanningHousing and Home Equity tax rates by statelow tax statesRetirement PlanningTaxestax free statesbest states to retire for taxes Read more about Which Are the Most Tax Friendly States for Retirees 2024? Podcast: A Conversation with Cody Garret About Financial Education February 22, 2024bySteve Chen Noted financial planner Cody Garret discusses his passion for empowering people to get educated and build comprehensive financial plans. Financial WellnessPodcast Read more about Podcast: A Conversation with Cody Garret About Financial Education Understanding How Concepts of Time Impact Your Financial Plans February 19, 2024byKathleen Coxwell Explore how different philosophical and cultural definitions of time can provide insights into your financial decision-making process. PlanningFinancial WellnessValue Your TimeRetirement Planning Read more about Understanding How Concepts of Time Impact Your Financial Plans 32 Mostly Unbreakable Rules of Personal Finance February 18, 2024byKathleen Coxwell Managing money can seem complicated. Personal finance Rules make navigating your choices simpler. PlanningFinancial Wellness Read more about 32 Mostly Unbreakable Rules of Personal Finance New Features: More Accurate Ways to Model Your Paycheck Deductions and Employer Contributions to Savings February 15, 2024byKathleen Coxwell We have significantly improved your ability to model paycheck deductions and employer contributions to savings. EarningRetirement Savings and Investments Read more about New Features: More Accurate Ways to Model Your Paycheck Deductions and Employer Contributions to Savings Average Retirement Age: Most People Are Working Longer than You Might Think February 14, 2024byKathleen Coxwell The average retirement age is… Find out and discover how to determine when you can securely retire… Age 50? 62? 75? Retirement Planning Read more about Average Retirement Age: Most People Are Working Longer than You Might Think Nope. Most Retirees Don’t Want to Go Back to Work February 12, 2024byKathleen Coxwell Do retirees have an obligation to work? Are the benefits of a retirement job worth it? Many say no way. EarningRetirement Jobs Read more about Nope. Most Retirees Don’t Want to Go Back to Work Still Working? Consider 12 Ways to Supercharge Your Retirement Savings February 12, 2024byMike Consider all the strategies for maximizing saving opportunities while you are working. EarningYour CareerRetirement Planning Read more about Still Working? Consider 12 Ways to Supercharge Your Retirement Savings Tax Talk Made Simple: A Useful Guide Tax Lingo and Strategies February 8, 2024byMike Gain valuable insights into common tax terms and some of the most popular strategies for reducing what you pay. PlanningTaxes Read more about Tax Talk Made Simple: A Useful Guide Tax Lingo and Strategies The No Regret Retirement: Make Sure You Are Happy with the Big Decision February 8, 2024byKathleen Coxwell You don’t want to and can’t afford to get retirement wrong. Here are tips to make sure you are ready, willing and able to have a retirement without regrets. LifestyleRetirement PlanningHappy Retirement Read more about The No Regret Retirement: Make Sure You Are Happy with the Big Decision Luck Is More Important Than Talent and Hard Work For Financial Success: Explore 10 Ways To Get Luckier January 31, 2024byKathleen Coxwell The research is clear, luck is more important to success than hard work and intelligence. Find out why and explore 10 ways to get luckier. Financial WellnessEarningLifestyleYour Career Read more about Luck Is More Important Than Talent and Hard Work For Financial Success: Explore 10 Ways To Get Luckier 9 Tips for Estimating Retirement Expenses: You Need to Get this Right! January 31, 2024byKathleen Coxwell If you want a secure retirement, you need to go about estimating retirement expenses. Get 9 great tips for succeeding at this difficult task. Budgeting & Spending Read more about 9 Tips for Estimating Retirement Expenses: You Need to Get this Right! How to Breakthrough the Top 3 Mental Roadblocks to Retirement Success January 30, 2024byKathleen Coxwell You need a retirement plan even if you don’t want one. Here are 3 tips for overcoming the mental blocks to achieving a secure financial future! Retirement PlanningHappy Retirement Read more about How to Breakthrough the Top 3 Mental Roadblocks to Retirement Success Revisiting Your Estate Plan: Ensuring Your Wishes are Fulfilled January 25, 2024byMike Revisit your estate values and plans annually to make sure everything is up to date and to ensure your long term wishes are fulfilled. PlanningFamily and RelationshipsEstate Planning Read more about Revisiting Your Estate Plan: Ensuring Your Wishes are Fulfilled Podcast: Financial Well-Being: A Holistic Approach with Brian Portnoy from Shaping Wealth January 25, 2024bySteve Chen Steve talks with Brian Portnoy, founder of Shaping Wealth. They discuss how holistic well-being fits within the context of financial planning. Financial WellnessPodcast Read more about Podcast: Financial Well-Being: A Holistic Approach with Brian Portnoy from Shaping Wealth The Actual Costs of Long Term Health Care January 25, 2024byKathleen Coxwell If you are misinformed about long term health care costs, you might not get the care you want. Find out how much it costs and how to pay for it. InsuranceLong Term Care long term health care Read more about The Actual Costs of Long Term Health Care Making Sense of Financial Jargon: 15 Key Financial Terms to Know to Plan a Successful Future January 18, 2024byMike 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
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
Which Are the Most Tax Friendly States for Retirees 2024? February 29, 2024byKathleen Coxwell Are you in a tax friendly state for retirees? Explore the best states for taxes and review the income and sales tax rates in all 50 states. TaxesRetirement PlanningHousing and Home Equity tax rates by statelow tax statesRetirement PlanningTaxestax free statesbest states to retire for taxes Read more about Which Are the Most Tax Friendly States for Retirees 2024?
Podcast: A Conversation with Cody Garret About Financial Education February 22, 2024bySteve Chen Noted financial planner Cody Garret discusses his passion for empowering people to get educated and build comprehensive financial plans. Financial WellnessPodcast Read more about Podcast: A Conversation with Cody Garret About Financial Education
Understanding How Concepts of Time Impact Your Financial Plans February 19, 2024byKathleen Coxwell Explore how different philosophical and cultural definitions of time can provide insights into your financial decision-making process. PlanningFinancial WellnessValue Your TimeRetirement Planning Read more about Understanding How Concepts of Time Impact Your Financial Plans
32 Mostly Unbreakable Rules of Personal Finance February 18, 2024byKathleen Coxwell Managing money can seem complicated. Personal finance Rules make navigating your choices simpler. PlanningFinancial Wellness Read more about 32 Mostly Unbreakable Rules of Personal Finance
New Features: More Accurate Ways to Model Your Paycheck Deductions and Employer Contributions to Savings February 15, 2024byKathleen Coxwell We have significantly improved your ability to model paycheck deductions and employer contributions to savings. EarningRetirement Savings and Investments Read more about New Features: More Accurate Ways to Model Your Paycheck Deductions and Employer Contributions to Savings
Average Retirement Age: Most People Are Working Longer than You Might Think February 14, 2024byKathleen Coxwell The average retirement age is… Find out and discover how to determine when you can securely retire… Age 50? 62? 75? Retirement Planning Read more about Average Retirement Age: Most People Are Working Longer than You Might Think
Nope. Most Retirees Don’t Want to Go Back to Work February 12, 2024byKathleen Coxwell Do retirees have an obligation to work? Are the benefits of a retirement job worth it? Many say no way. EarningRetirement Jobs Read more about Nope. Most Retirees Don’t Want to Go Back to Work
Still Working? Consider 12 Ways to Supercharge Your Retirement Savings February 12, 2024byMike Consider all the strategies for maximizing saving opportunities while you are working. EarningYour CareerRetirement Planning Read more about Still Working? Consider 12 Ways to Supercharge Your Retirement Savings
Tax Talk Made Simple: A Useful Guide Tax Lingo and Strategies February 8, 2024byMike Gain valuable insights into common tax terms and some of the most popular strategies for reducing what you pay. PlanningTaxes Read more about Tax Talk Made Simple: A Useful Guide Tax Lingo and Strategies
The No Regret Retirement: Make Sure You Are Happy with the Big Decision February 8, 2024byKathleen Coxwell You don’t want to and can’t afford to get retirement wrong. Here are tips to make sure you are ready, willing and able to have a retirement without regrets. LifestyleRetirement PlanningHappy Retirement Read more about The No Regret Retirement: Make Sure You Are Happy with the Big Decision
Luck Is More Important Than Talent and Hard Work For Financial Success: Explore 10 Ways To Get Luckier January 31, 2024byKathleen Coxwell The research is clear, luck is more important to success than hard work and intelligence. Find out why and explore 10 ways to get luckier. Financial WellnessEarningLifestyleYour Career Read more about Luck Is More Important Than Talent and Hard Work For Financial Success: Explore 10 Ways To Get Luckier
9 Tips for Estimating Retirement Expenses: You Need to Get this Right! January 31, 2024byKathleen Coxwell If you want a secure retirement, you need to go about estimating retirement expenses. Get 9 great tips for succeeding at this difficult task. Budgeting & Spending Read more about 9 Tips for Estimating Retirement Expenses: You Need to Get this Right!
How to Breakthrough the Top 3 Mental Roadblocks to Retirement Success January 30, 2024byKathleen Coxwell You need a retirement plan even if you don’t want one. Here are 3 tips for overcoming the mental blocks to achieving a secure financial future! Retirement PlanningHappy Retirement Read more about How to Breakthrough the Top 3 Mental Roadblocks to Retirement Success
Revisiting Your Estate Plan: Ensuring Your Wishes are Fulfilled January 25, 2024byMike Revisit your estate values and plans annually to make sure everything is up to date and to ensure your long term wishes are fulfilled. PlanningFamily and RelationshipsEstate Planning Read more about Revisiting Your Estate Plan: Ensuring Your Wishes are Fulfilled
Podcast: Financial Well-Being: A Holistic Approach with Brian Portnoy from Shaping Wealth January 25, 2024bySteve Chen Steve talks with Brian Portnoy, founder of Shaping Wealth. They discuss how holistic well-being fits within the context of financial planning. Financial WellnessPodcast Read more about Podcast: Financial Well-Being: A Holistic Approach with Brian Portnoy from Shaping Wealth
The Actual Costs of Long Term Health Care January 25, 2024byKathleen Coxwell If you are misinformed about long term health care costs, you might not get the care you want. Find out how much it costs and how to pay for it. InsuranceLong Term Care long term health care Read more about The Actual Costs of Long Term Health Care
Making Sense of Financial Jargon: 15 Key Financial Terms to Know to Plan a Successful Future January 18, 2024byMike 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