How to Create a Meaningful Legacy for Your Loved Ones
Kathleen Coxwell on January 4, 2021
Use the right financial planning tools to leave a lasting gift for your family.
Retirement Planning at Midlife: 6 Tips for a Secure Future
Kathleen Coxwell on January 5, 2021
It’s time to focus your retirement planning once you reach the 40s and beyond.
True Story: How One Man Retired by Age 30
Kathleen Coxwell on January 1, 2021
Retiring at a young age is possible. Here’s how one man did it.
The Secret to a Happy Retirement? A Schedule
Kathleen Coxwell on December 31, 2020
Using a regular routine can free up time to do what you enjoy during retirement.
5 Ways Your Family Could Ruin Your Retirement
Kathleen Coxwell on December 29, 2020
Your family could be one of your biggest hurdles when it comes to saving for retirement.
4 Smart Ways to Help Your Grandchildren Financially
Kathleen Coxwell on December 24, 2020
Once you have your own retirement plan in place, you can use these tips to give your grandchildren a financial head start.
How to Use Stress to Create a Happy and Relaxed Retirement
Kathleen Coxwell on May 14, 2021
Thinking about retirement can be stressful, but you can use that stress to your advantage.
7 Changes Coming to Social Security and Medicare in 2021
Kathleen Coxwell on December 1, 2020
Recently, both Social Security and Medicare made some major announcements about benefits for 2021.
6 Competing Retirement Investing Goals and How to Balance Them
Kathleen Coxwell on November 30, 2020
Balancing your needs for retirement is challenging, but essential. This list can help.
10 Tips for Building a Retirement Countdown Checklist
Kathleen Coxwell on November 24, 2020
If you are marking the days until you can launch the next stage of your life, this checklist is for you.
6 Simple Tips for Retirement Investing
Kathleen Coxwell on November 20, 2020
Learn some basic concepts that will save you a lot of money and heartache later.
The 9 Best Types of Retirement Accounts
Kathleen Coxwell on May 14, 2021
Whether you’re self-employed, a small-business owner or a more traditional employee, there are good retirement plan options for you.
How to Retire: 5 Steps to a Secure Future
Kathleen Coxwell on November 6, 2020
If you haven’t developed a retirement plan yet, here’s how to start thinking.
6 Ways to Have a Debt-Free Retirement
Kathleen Coxwell on November 5, 2020
You want as few expenses as possible on a fixed income. Here’s how to cut one of the worst.
7 Ways to Protect Your Retirement From Investment Fraud
Kathleen Coxwell on November 3, 2020
Here’s a look at some of the many surprising risks to your financial security.
7 Ways to Plan for Long-Term Care Costs in Your State
Kathleen Coxwell on October 23, 2020
Long-term care costs can vary dramatically, but this advice works anywhere.
Pros and Cons of a Reverse Mortgage During the Pandemic Crisis
Kathleen Coxwell on October 20, 2020
If you’re considering a reverse mortgage, weigh these factors first.
Don’t Make These 6 Medicare Plan Mistakes
Kathleen Coxwell on October 9, 2020
They’re expensive, and timing is everything.
14 Important Reverse Mortgage Facts
Kathleen Coxwell on October 8, 2020
Ditch the commercials and learn how they work before you start shopping or rule these loans out.
8 Tips for Building a Useful Retirement Plan
Kathleen Coxwell on September 17, 2020
Your plans for retirement should be comprehensive and reflect your priorities.
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