Estimates for Your 2023 Data Are Now Available in the NewRetirement Planner November 30, 2023byKathleen Coxwell The NewRetirement Planner now shows an estimate for your 2023 year-end numbers. The 2023 values are available on all charts. Read more about Estimates for Your 2023 Data Are Now Available in the NewRetirement Planner
Plan Your Dreams: 11 Guidelines for Building a Financial Plan for the Life You Want November 30, 2023byKathleen Coxwell The most important part of your financial plan isn’t your rate of return. It is planning your dreams – whatever is important to you. Read more about Plan Your Dreams: 11 Guidelines for Building a Financial Plan for the Life You Want
Are You an “Emotionally Intelligent” Investor? November 30, 2023byKathleen Coxwell Successful investing is not all about numbers and analysis. Emotions can help and hurt your financial security. Learn how! Read more about Are You an “Emotionally Intelligent” Investor?
Should You Pay Off Mortgage or Invest? November 21, 2023byKathleen Coxwell Get insights for the best way to use your money. What are the pros and cons of paying off mortgage vs. investing? Read more about Should You Pay Off Mortgage or Invest?
7 Reasons to De-Clutter Your Home for Retirement November 21, 2023byKathleen Coxwell Explore why de-cluttering is the ultimate retirement and estate planning task. 7 compelling reasons to clean out your closets this year. Read now… Read more about 7 Reasons to De-Clutter Your Home for Retirement
5 Ways to Tap Home Equity in Retirement and 7 Times When it May Be a Good Idea to Do So November 20, 2023byKathleen Coxwell Have financial holes in your retirement plan (like not enough savings or unknown risks? See if you should use home equity to fill them. Read more about 5 Ways to Tap Home Equity in Retirement and 7 Times When it May Be a Good Idea to Do So
A Recipe for Financial Success: It’s as Easy as Pumpkin Pie November 16, 2023byKathleen Coxwell 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. Read more about A Recipe for Financial Success: It’s as Easy as Pumpkin Pie
Family and Money: 12 Tips for Discussing Finances and Retirement with Your Loved Ones November 15, 2023byKathleen Coxwell The holidays can be an important time to discuss finances with your family. Get tips for how to have a productive talk with those you love! Read more about Family and Money: 12 Tips for Discussing Finances and Retirement with Your Loved Ones
The 5 Best Financial Planning Tools Online (Find a Great Replacement for Mint) November 12, 2023byKathleen Coxwell Whether you are interested in budgeting, monitoring your finances, or making better financial decisions, find a financial planning tool that fits your goals. Read more about The 5 Best Financial Planning Tools Online (Find a Great Replacement for Mint)
Why Financial Planning is the Ultimate Marshmallow Test November 9, 2023byKathleen Coxwell Let’s find out why financial planning is the ultimate marshmallow test and explore a few tips for how you can ace it. Read more about Why Financial Planning is the Ultimate Marshmallow Test
Collective Human Time: How Does it Measure Up to How You Use Your Time? November 9, 2023byKathleen Coxwell 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. Read more about Collective Human Time: How Does it Measure Up to How You Use Your Time?
Are Alternative Investments a Good Idea for Your Retirement? November 9, 2023byKathleen Coxwell Should you consider alternative investments as part of your retirement asset allocation? Probably not, but it depends. Explore the pros and cons. Read more about Are Alternative Investments a Good Idea for Your Retirement?
12 Year-End Tax Planning Strategies to Keep More 2023 Money and Prepare for Future Wealth November 2, 2023byKathleen Coxwell These 12 year-end tax tips for retirement will help you minimize your 2023 taxes and reduce future tax bills. Read more about 12 Year-End Tax Planning Strategies to Keep More 2023 Money and Prepare for Future Wealth
How Much Do You Need for Retirement if You Will Live to Be 100? November 2, 2023byKathleen Coxwell 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. Read more about How Much Do You Need for Retirement if You Will Live to Be 100?
The 28 Big Financial Mistakes that Most People Make and 28 Easy Fixes for a Better Future! October 26, 2023byKathleen Coxwell How many of these 27 financial planning mistakes are you making? Almost everyone fails at #4 and #23. Explore the problems and how to fix them. Read more about The 28 Big Financial Mistakes that Most People Make and 28 Easy Fixes for a Better Future!
Medicare Open Enrollment: Why You Need to Assess Your Insurance Annually and 13 Tips for Getting Great Coverage October 19, 2023byKathleen Coxwell It’s 2024 Medicare Open Enrollment time. Here are 13 tips for getting great coverage and lowering medical costs. Read more about Medicare Open Enrollment: Why You Need to Assess Your Insurance Annually and 13 Tips for Getting Great Coverage
What Advice Would Your 80-Year-Old Self Offer to You Today? October 18, 2023byKathleen Coxwell Find out why putting yourself in the mindset of your 80-year-old self and hearing what they have to say is really important. Read more about What Advice Would Your 80-Year-Old Self Offer to You Today?
How to Model Roth Conversion Strategies in the NewRetirement Planner October 18, 2023byKathleen Coxwell Get a guided walk through of the new Roth functionality and get tips for making the most of the tool. Plus explore all the ways we help you make better decisions about conversions and tax deferred savings. Read more about How to Model Roth Conversion Strategies in the NewRetirement Planner
Medicare Surcharges (IRMAA): How the Wealthier Pay MORE for Coverage October 17, 2023byKathleen Coxwell Are you wealthy? You may be paying extra for Medicare. Find out why and how to reduce your IRMAA – Income Related Monthly Adjustment Amount. Read more about Medicare Surcharges (IRMAA): How the Wealthier Pay MORE for Coverage
Modest Social Security Benefit Increase for 2024: Is it Enough? October 12, 2023byKathleen Coxwell The Social Security cost of living adjustment (COLA) for 2024 stands at 3.2%, much less than 2023. Is it enough? Read more about Modest Social Security Benefit Increase for 2024: Is it Enough?
Retirement Regrets: Top 10 Things Retirees Wish They Would Have Done Differently October 12, 2023byKathleen Coxwell Here are 10 ways today’s retirees say they would have planned differently, and what you can do to avoid these retirement regrets. Read more about Retirement Regrets: Top 10 Things Retirees Wish They Would Have Done Differently
Budgeting Time: You Probably Know Your Net Worth but How Are You Measuring Your Time? October 5, 2023byKathleen Coxwell You probably budget or measure your money. But, are you budgeting time? Explore 9 ideas for measuring and valuing what really matters. Read more about Budgeting Time: You Probably Know Your Net Worth but How Are You Measuring Your Time?
Retirement Tips from Henry “Bud” Hebeler: A Model and Inspiration for Retirement Planning October 4, 2023byKathleen Coxwell Here are a 8 of the most important retirement and estate planning lessons from Bud Hebeler. They stand the test of time. Read more about Retirement Tips from Henry “Bud” Hebeler: A Model and Inspiration for Retirement Planning
14 Secrets of Super Agers and Their Healthy Brains September 28, 2023byKathleen Coxwell What is a super ager and why do their brains stay so young? Learn more and get tips for maintaining your memory, thinking skills and vitality. Read more about 14 Secrets of Super Agers and Their Healthy Brains
