Is a 529 Plan Right for You? Tax and Estate Benefits Are Amplified for Certain Income Brackets June 1, 2023byKathleen Coxwell A 529 plan can be a tax advantaged way to fund education. However, the real benefits of these accounts are greater for some. Read more about Is a 529 Plan Right for You? Tax and Estate Benefits Are Amplified for Certain Income Brackets
Why Buying a Home is a Smart Financial Decision if You Do it Responsibly May 29, 2023byKathleen Coxwell Buying a home could be among the smartest and most impactful things you do in life. Find out why and how to do it responsibly. Read more about Why Buying a Home is a Smart Financial Decision if You Do it Responsibly
Emergency Savings Are the Foundation of Financial Wellness: Find Out How Much You Should Have May 29, 2023byKathleen Coxwell The first thing you need to do to gain financial control, is build emergency savings. Find out why and how much you need to have. Read more about Emergency Savings Are the Foundation of Financial Wellness: Find Out How Much You Should Have
Saving is Not Enough: Why You Need to Invest May 29, 2023byKathleen Coxwell If you want to get ahead, you need to invest. Explore 6 reasons why investing is a critical factor for achieving financial goals. Read more about Saving is Not Enough: Why You Need to Invest
Investing Basics: 14 Simple Strategies for Building Long-Term Wealth May 29, 2023byKathleen Coxwell Investing doesn’t need to be complicated. Here are 14 simple strategies to help you build long term wealth. Read more about Investing Basics: 14 Simple Strategies for Building Long-Term Wealth
How Much Should You Save for Retirement? 6 Ways to Get Your Answer May 29, 2023byKathleen Coxwell You know you need to save, but let’s figure out how much to save for retirement. Hare 6 easy ways to figure out the right number for you. Read more about How Much Should You Save for Retirement? 6 Ways to Get Your Answer
Are You Saving Too Much for Retirement? (It’s More Common than You Might Think) May 25, 2023byKathleen Coxwell We hear a lot of horror stories these days about people saving too little, but the fact is that some people are actually saving too much for retirement. It is possible to have too much of a good thing… It’s safe to say that my grandfather is one who saved too much because even though… Read more about Are You Saving Too Much for Retirement? (It’s More Common than You Might Think)
10 Ways to Retire Even If You Think You Haven’t Saved Enough May 25, 2023byKathleen Coxwell Think you haven’t saved enough? Think again. The impossible becomes possible with these 10 creative ways to retire securely no matter how much you have. Read more about 10 Ways to Retire Even If You Think You Haven’t Saved Enough
Life Expectancy Drops in United States, but Not for Everyone May 25, 2023byKathleen Coxwell Statistically, Americans aren’t living as long as before. But, where you live, your wealth, your habits, and more impact your own life expectancy. Read more about Life Expectancy Drops in United States, but Not for Everyone
How to Get Out of Debt: 12 Ways to Reduce this Expense for a More Secure Future May 23, 2023byKathleen Coxwell Debt levels have climbed to an all time high. Reducing this financial burden is a very worthy goal. Not sure how to get out of debt? You have options. Use this article to get motivated and find a way to approach your debt that feels right for you and your priorities. There are quite a… Read more about How to Get Out of Debt: 12 Ways to Reduce this Expense for a More Secure Future
Trying to Gain Financial Control? Here are 4 Straightforward Steps to Feeling Better About Your Money May 20, 2023byKathleen Coxwell You don’t need to feel overwhelmed by financial stress. Here are 4 straightforward steps to help you gain financial control. Read more about Trying to Gain Financial Control? Here are 4 Straightforward Steps to Feeling Better About Your Money
14 Ways to Budget: Find the Best Method for Your Personality and Goals May 18, 2023byKathleen Coxwell Budgeting doesn’t have to be awful. We’ll help you find a way to budget that helps you with your financial goals and suits your personality. Read more about 14 Ways to Budget: Find the Best Method for Your Personality and Goals
Why Budgeting Matters: 8 Reasons to Adopt This Foundational Financial Habit May 18, 2023byKathleen Coxwell Why budget? Budgeting can improve your short-term and long-term finances as well as your emotional well being. Read more about Why Budgeting Matters: 8 Reasons to Adopt This Foundational Financial Habit
Deciding When to Retire: What Difference Does a Year or Two Earlier or Later Really Make? May 18, 2023byKathleen Coxwell Deciding when to retire? Getting close to the date? Asking yourself what difference a year makes? Explore the financial and emotional considerations of 1 more year. Read more about Deciding When to Retire: What Difference Does a Year or Two Earlier or Later Really Make?
Money Mindfulness: 9 Ways to Be More Financially Aware and Successful (with Less Stress) May 11, 2023byKathleen Coxwell Money mindfulness is a powerful trick to reducing financial stress and improving your day to day and long term financial outcomes. Learn how. Read more about Money Mindfulness: 9 Ways to Be More Financially Aware and Successful (with Less Stress)
5–10 Years from Retirement? Get to the Finish Line With These 15 Tips! May 11, 2023byKathleen Coxwell As a pre retiree in your 50s or 60s you are probably 5-10 years from retirement. Here are 12 things you need to do NOW for a secure future. Read more about 5–10 Years from Retirement? Get to the Finish Line With These 15 Tips!
A Powerful Retirement Saving Secret: Use Tax Advantaged Catch Up Contributions When Over 50 May 10, 2023byKathleen 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
17 Powerful Tips for Retiring Alone (Or, If You Become a Solo Senior or Elder Orphan During Retirement) May 10, 2023byKathleen Coxwell Whether by choice or circumstances, there are some challenges to retiring alone. Here are 17 tips for a secure, happy and single retirement. Read more about 17 Powerful Tips for Retiring Alone (Or, If You Become a Solo Senior or Elder Orphan During Retirement)
Worried About Retirement? Try Changing Your Perspective May 4, 2023byKathleen Coxwell Your attitude toward anything in life is all based on perspective. If you are worried about retirement, here are 9 tips to help you change your approach. Read more about Worried About Retirement? Try Changing Your Perspective
Volunteering in Retirement: 6 Tips for Making an Impact May 4, 2023byKathleen Coxwell Volunteering in retirement is appealing. More than ever, workers over 50 are seeking a second chance at purposeful work. Get tips here! Read more about Volunteering in Retirement: 6 Tips for Making an Impact
Forget Financial Tips: Try These 11 Twists on Conventional Advice April 27, 2023byKathleen Coxwell There are thousands of well worn financial tips, but worthwhile wisdom can be harder to find. What do you think of these twists on conventional advice? Read more about Forget Financial Tips: Try These 11 Twists on Conventional Advice
An Easy 4 Step Framework for Planning Your Retirement April 20, 2023byKathleen Coxwell Planning retirement is complex. We make it easy with this 4 step framework. No jargon, just a useful progression to the future you want. Read more about An Easy 4 Step Framework for Planning Your Retirement
Want Future Financial Security? It’s All In Your Imagination (Actually)! April 13, 2023byKathleen Coxwell Want a secure retirement? It is not simply about following a financial plan. Imagining who you are going to be may be critical to your success. Read more about Want Future Financial Security? It’s All In Your Imagination (Actually)!
What is a Recession? April 13, 2023byKathleen Coxwell What is a recession? The good news? Well, recession isn’t always so bad and you probably won’t know are in one until after it’s over. Read more about What is a Recession?
