What Advice Would Your 80-Year-Old Self Offer to You Today?
The advice might be inspiring. But, putting yourself in the mindset of your 80-year-old self might be really important. Find out why…
Author: Kathleen Coxwell
Pursue Dental Care Before You Retire
There’s one important task that you may be forgetting before you retire: pursuing dental care. Learn why and access a full retirement checklist.
The Biggest Risk in Financial Planning: Avoiding Risk
According to experts, one of the biggest risks in financial planning isn’t investing in a volatile portfolio, but rather avoiding risk altogether.
11 Year-End Tax Planning Strategies to Keep More 2021 Money and Prepare for Future Wealth
These 11 year-end tax tips for retirement will help you minimize your 2021 taxes and reduce future tax bills.
Medicare Open Enrollment: 11 Tips for Getting Great Coverage
It’s 2022 Medicare Open Enrollment time. Here are 11 tips for getting great coverage and lowering medical costs.
Are Alternative Investments a Good Idea for Your Retirement?
Should you consider alternative investments as part of your retirement asset allocation? Probably not, but it depends. Explore the pros and cons.
An Expert Guide to Big Life Transitions (Retirement and Beyond)!
Here are 8 tips that you can use right now to make retirement or whatever life transition you’re experiencing go more efficiently and happily. Read now!
Big Social Security Benefit Increase for 2022: But is Bump Really Enough?
The Social Security Administration has announced a big Social Security benefit increase for 2022. Beginning next January, Social Security paychecks will show a Cost of Living Adjustment (COLA) of 5.9%. This is a huge bump over the modest 1.3% increase that was awarded in 2021. In 2021, the average retired Social Security benefit was $1,565.…
Hurry! Life After Retirement is Going to Be Great (If You Are Truly Ready)
Run don’t walk toward life after retirement. Research says it will be the best time of your life. Explore 7 tips to get ready to retire now!
How Much Does Long Term Care Insurance Cost? Is It Worth It?
Find real answers about long term care insurance costs, what to look out for and who benefits. Plus, alternative ways to cover these costs.
6 Strategies to Manage Required Minimum Distributions (RMDs)
Are RMDs desired income or a cost? Either way, preserve wealth with these 6 strategies for minimizing taxes on your withdrawals.
Which Countries’ Citizens Enjoy the Best Retirement? (Guess Where the U.S. Ranks?)
Which countries enjoy the best retirement? Why? What are global threats to retirement security? Can you move to any of the top 10 locales?
What is a Donor-Advised Fund?
Learn about donor-advised funds and the significant tax advantages they offer. Explore the downsides to this charitable giving strategy as well.
10 Recent Economic Headlines and What They Mean for Your Money (Will Roth Conversions Be Scrapped?)
As summer ends and the economy continues to reopen, there has been a lot of significant economic news. Here are 10 recent headlines and what each of them means for your money. Some of these headlines report on events that have happened. Others are anticipating future events. Each may have a significant impact on your…
NEW Retirement Rules: 15 Guidelines for Financial Security in a Brave New World
Many ideas about retirement are out of date. Explore these 15 NEW retirement rules for a more secure future.
How to Qualify for the Highest Possible Social Security Benefit
What’s the highest Social Security benefit? Will you qualify? Get easy answers for a wealthier retirement.
The Retirement Calculator for Married Couples (or Any Couple)
Retirement calculators designed for couples have special features to make results reliable and useful. Find out what you need.
401(k) Fees: Get to Know What You Pay and Reduce the Expense
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.
16 Retirement Surprises: What Retirees Wish They Knew About Retirement BEFORE Retiring
Here are a 16 possible retirement surprises. For some, it will inspire an early retirement. Others will want to proceed more cautiously.
Will Social Security Run Out? What Does a Shortfall in 2033 Really Mean?
Demographics and the pandemic are 2 factors causing financial woes for Social Security. Learn if your benefits will be impacted.
Solo 401k: Massive Savings Opportunities for the Self-Employed
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.
The Transition to Retirement: 11 Exceptional Tips for the Average Joe or Jane
Boomers were never average. However, here are 11 exceptional tips for the transition to retirement that apply to us all. Read now…
Rebalancing Your Portfolio: Why, How and When
Rebalancing is a critical part of any investment strategy. Learn about setting asset allocation targets and the finer points of rebalancing.
Are You Too Optimistic or Too Pessimistic with Your Financial Plans?
Glass half full or half empty when it comes to your financial outlook? There are benefits to both viewpoints, but usually optimism wins.
Do You Have the Right Mindset for a Secure and Happy Retirement?
So much of life is determined by your mindset. How you think about things can result in how things are and will be. Recent research from Wells Fargo has found that “Planning is actually everything.” And, particularly true if you want to feel great about your financial future. What is a Planning Mindset? Do You…