Kathleen Coxwell, Author at NewRetirement

September 23, 2021byKathleen Coxwell

Many of us are oblivious to the fees, but almost everyone with a 401(k) pays them. Get 7 ideas for reducing costs to greatly increase wealth.

September 23, 2021byKathleen Coxwell

Here are a 16 possible retirement surprises. For some, it will inspire an early retirement. Others will want to proceed more cautiously.

September 20, 2021byKathleen Coxwell

Reverse mortgages provide older homeowners with an additional source of cash flow to supplement, and even enhance, their retirement savings. Depending on a borrower’s age, there are several ways that older retirees can maximize their reverse mortgage potential. A reverse mortgage allows homeowners age 62 and older to convert a portion of their home equity…

September 16, 2021byKathleen Coxwell

The ability to open a Solo 401k is a big perk for the self employed. Learn about 12 big advantages, including the huge contribution limits.

September 16, 2021byKathleen Coxwell

Boomers were never average. However, here are 11 exceptional tips for the transition to retirement that apply to us all. Read now…

September 6, 2021byKathleen Coxwell

If you interested in getting money out of your home and your home is worth more than the average, you should know about the jumbo reverse mortgage.

August 26, 2021byKathleen Coxwell

Kids, retirement, and aging parents – midlife brings a lot of competing priorities. Here are 8 things you can do to overcome feelings of financial stress.

August 25, 2021byKathleen Coxwell

Six reasons tiny homes are increasingly popular for retirement and how to see if it is a good option for you.

August 18, 2021byKathleen Coxwell

Explore 7 most often cited motivations for leaping into retirement. Three of them might really surprise you.

August 15, 2021byKathleen Coxwell

Doing a Roth conversion — also known as a “backdoor Roth IRA” — is perhaps even more appealing in 2018 than ever before. Why? Low 2018 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…

August 5, 2021byKathleen Coxwell

Hear Monte Carlo simulations and think gambling? Nope. Learn how this mathematical formula can be used to predict your financial future.

August 4, 2021byKathleen Coxwell

Your home is an important part of your retirement lifestyle and finances. With housing prices at record highs, is it time to sell?

July 22, 2021byKathleen Coxwell

Our new logo reflects our mission to help you achieve financial clarity and create a personalized path to the future that you want.

July 21, 2021byKathleen Coxwell

Find out how to apply for Social Security. Applying for Social Security is very straightforward. The real trick is deciding when. Get the inside scoop!

July 15, 2021byKathleen Coxwell

Get great investing and planning tips directly from Jack Brennan, former CEO of Vanguard (the handpicked successor to Jack Bogle).

July 7, 2021byKathleen Coxwell

Far flung locations are some of the best places to retire in the world. Explore a range of 17 surprising retirement destinations.

June 30, 2021byKathleen Coxwell

Choosing the right Social Security strategies can be a $100,000 (or more) question. Find out how to make the most of this benefit with 16 easy tips.

June 24, 2021byKathleen Coxwell

Post pandemic there are unprecedented numbers of people who are quitting their jobs in search of a better work life balance. Why are they rethinking work and what is next for them?

June 24, 2021byKathleen Coxwell

Retirement is not the end. It is the beginning. A restart in fact. Here is a massive list of what to do in retirement.

June 15, 2021byKathleen Coxwell

Here is a guide for how to find lost money — a lost 401k or other unclaimed retirement benefits. It can be as easy as 1,2,3!

June 13, 2021byKathleen Coxwell

Are you leaving money on the table when you retire? The answer is likely a resounding YES! (Whether you realize it or not.) And, that is too bad. You want and need every penny you can muster to fund a secure future. So, it is important to take advantage of every opportunity to make smart…

June 7, 2021byKathleen Coxwell

For many of us, the desire to engage in charitable giving — giving to our family, communities or world — only grows as we age. And there may be good reason that we want to give. It turns out that giving is good — very good. Numerous studies have found that there is a huge…

May 31, 2021byKathleen Coxwell

While planning is complex, the best retirement calculators will make it simple and strengthen your finances too. Which tool is best for you?

May 27, 2021byKathleen Coxwell

Don’t think you could possibly save more money for retirement? These tips will help you shift your mindset for a secure and happy future. Read now!

Author: Kathleen Coxwell

401(k) Fees: Get to Know What You Pay and Reduce the Expense

16 Retirement Surprises: What Retirees Wish They Knew About Retirement BEFORE Retiring

The Older You Are, The Greater Your Reverse Mortgage Benefits

Solo 401k: Massive Savings Opportunities for the Self-Employed

The Transition to Retirement: 11 Exceptional Tips for the Average Joe or Jane

Jumbo Reverse Mortgage and Proprietary Reverse Mortgage Loans

The Balancing Act: Managing Competing Financial Goals in Midlife and Boosting Retirement Confidence

Is a Tiny House the Big Solution for Your Retirement Plan?

What Motivates You to Retire? How Did Others Decide to Take the Leap?

Why a Roth Conversion or Backdoor Roth IRA is a Good Idea Right Now

Monte Carlo Simulations: A Sophisticated Way to Predict Your Chance of Financial Success

Is it Time to Sell Your Home? Will it Help You Get the Retirement You Want?

Announcing a New NewRetirement Logo to Better Reflect Our Commitment to Personalized Planning

Financial Wisdom from Jack Brennan, Former CEO of Vanguard

The 17 Best Places to Retire in the World: Explore Unexpected Locations!

Why Unprecedented Numbers Are Deciding to Retire Early: Can You Afford to Quit Too?

120 Big Ideas for What to Do in Retirement

Find Lost 401k: How to Find Out If You Have Lost or Forgotten Retirement Accounts

7 Ways You May Be Leaving Money on the Table When You Retire

Charitable Giving in Retirement: 4 Questions to Ask

The 10 Best Retirement Calculators

How to Save More Money: 23 Smart and Mostly Easy Ways to Boost Your Savings

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