What Rates of Return Should You Use for Retirement Planning? November 11, 2021byKathleen Coxwell Get details on historic returns and a framework for making your rate of return projections. Here is info you need for a more secure future. Read more about What Rates of Return Should You Use for Retirement Planning?
7 Simple Tips for How to Invest for Retirement November 11, 2021byKathleen Coxwell Knowing how to invest for retirement can be complicated and it is not an innate skill. However, you can do it with these 7 simple tips. Read more about 7 Simple Tips for How to Invest for Retirement
What Advice Would Your 80-Year-Old Self Offer to You Today? November 4, 2021byKathleen Coxwell The advice might be inspiring. But, putting yourself in the mindset of your 80-year-old self might be really important. Find out why… Read more about What Advice Would Your 80-Year-Old Self Offer to You Today?
Are Alternative Investments a Good Idea for Your Retirement? October 21, 2021byKathleen 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?
An Expert Guide to Big Life Transitions (Retirement and Beyond)! October 21, 2021byKathleen Coxwell 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! Read more about An Expert Guide to Big Life Transitions (Retirement and Beyond)!
Hurry! Life After Retirement is Going to Be Great (If You Are Truly Ready) October 12, 2021byKathleen Coxwell 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! Read more about Hurry! Life After Retirement is Going to Be Great (If You Are Truly Ready)
Which Countries’ Citizens Enjoy the Best Retirement? (Guess Where the U.S. Ranks?) October 11, 2021byKathleen Coxwell Which countries enjoy the best retirement? Why? What are global threats to retirement security? Can you move to any of the top 10 locales? Read more about Which Countries’ Citizens Enjoy the Best Retirement? (Guess Where the U.S. Ranks?)
10 Recent Economic Headlines and What They Mean for Your Money (Will Roth Conversions Be Scrapped?) September 30, 2021byKathleen Coxwell 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… Read more about 10 Recent Economic Headlines and What They Mean for Your Money (Will Roth Conversions Be Scrapped?)
Podcast: Mike Piper — Social Security and Tax-Efficient Retirement Planning September 30, 2021bySteve Chen Steve and Mike discuss Social Security planning, Roth conversions, and retirement account distributions. Read more about Podcast: Mike Piper — Social Security and Tax-Efficient Retirement Planning
NEW Retirement Rules: 15 Guidelines for Financial Security in a Brave New World September 29, 2021byKathleen Coxwell Many ideas about retirement are out of date. Explore these 15 NEW retirement rules for a more secure future. Read more about NEW Retirement Rules: 15 Guidelines for Financial Security in a Brave New World
The Retirement Calculator for Married Couples (or Any Couple) September 29, 2021byKathleen Coxwell Retirement calculators designed for couples have special features to make results reliable and useful. Find out what you need. Read more about The Retirement Calculator for Married Couples (or Any Couple)
16 Retirement Surprises: What Retirees Wish They Knew About Retirement BEFORE Retiring 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. Read more about 16 Retirement Surprises: What Retirees Wish They Knew About Retirement BEFORE Retiring
Will Social Security Run Out? What Does a Shortfall in 2033 Really Mean? September 23, 2021byKathleen Coxwell Demographics and the pandemic are 2 factors causing financial woes for Social Security. Learn if your benefits will be impacted. Read more about Will Social Security Run Out? What Does a Shortfall in 2033 Really Mean?
The Transition to Retirement: 11 Exceptional Tips for the Average Joe or Jane 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… Read more about The Transition to Retirement: 11 Exceptional Tips for the Average Joe or Jane
Are You Too Optimistic or Too Pessimistic with Your Financial Plans? September 9, 2021byKathleen Coxwell Glass half full or half empty when it comes to your financial outlook? There are benefits to both viewpoints, but usually optimism wins. Read more about Are You Too Optimistic or Too Pessimistic with Your Financial Plans?
Podcast: Renee Schaaf — Past, Present, and Future of Enterprise Retirement Plans September 9, 2021bySteve Chen Steve Chen is joined by guest Renee Schaaf — the President of Retirement Income Solutions at the Principal Financial Group Read more about Podcast: Renee Schaaf — Past, Present, and Future of Enterprise Retirement Plans
Do You Have the Right Mindset for a Secure and Happy Retirement? September 5, 2021byKathleen Coxwell 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… Read more about Do You Have the Right Mindset for a Secure and Happy Retirement?
Retirement Boredom and Other Hardships: 14 Ways to Eliminate the Ennui September 2, 2021byKathleen Coxwell Boredom ranks as the biggest retirement problem. Explore this and other common post work issues. Plus, discover 14 creative ways to overcome the ennui. Read more about Retirement Boredom and Other Hardships: 14 Ways to Eliminate the Ennui
Is Financial Stress the Root of the Midlife Crisis? 8 Ways to Boost Retirement Confidence in Your 40s and 50s August 26, 2021byKathleen Coxwell Does financial confidence increases as you age? No, it bottoms out in mid life. Get 8 tips for overcoming a mid life crisis and planning a great retirement. Read more about Is Financial Stress the Root of the Midlife Crisis? 8 Ways to Boost Retirement Confidence in Your 40s and 50s
What Motivates You to Retire? How Did Others Decide to Take the Leap? August 18, 2021byKathleen Coxwell Explore 7 most often cited motivations for leaping into retirement. Three of them might really surprise you. Read more about What Motivates You to Retire? How Did Others Decide to Take the Leap?
When Can I Retire? 21 Questions to Help You Find the Right Time August 17, 2021byKathleen Coxwell There is no one right way to decide when can i retire. Use these questions to figure out when is right for you. Read more about When Can I Retire? 21 Questions to Help You Find the Right Time
Monte Carlo Simulations: A Sophisticated Way to Predict Your Chance of Financial Success 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. Read more about 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? 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? Read more about Is it Time to Sell Your Home? Will it Help You Get the Retirement You Want?
41 Retirement Party Ideas: Retirement is a Big Deal, Commemorate and Celebrate the Occasion! August 4, 2021byKathleen Coxwell Celebrate retirement with a retirement party. Ideas for who to invite, when and where to party, speech ideas, and other ideas & fun stuff. Read more about 41 Retirement Party Ideas: Retirement is a Big Deal, Commemorate and Celebrate the Occasion!
Announcing a New NewRetirement Logo to Better Reflect Our Commitment to Personalized Planning 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. Read more about Announcing a New NewRetirement Logo to Better Reflect Our Commitment to Personalized Planning
