Housing and Home Equity
Margaritaville and Other Best Places to Retire…
There is no shortage of lists and articles about the best places to retire. These lists are fun. However, they sometimes feel random and not all that practica…
Articles by Kathleen Coxwell
Retirement Planning
7 Hot Button Political Topics that Could Impact Your Retirement Well Being
“All politics is personal,” so the saying goes. And, this year that phrase is especially true for people nearing retirement. There are a lot of hot button topi…
Retirement Planning
Why “How Much Do You Need to Retire” is the WRONG Question!
You might think that the most important retirement planning question is: How much do you need to retire. While knowing the answer to this question IS critical,…
Family and Relationships
Are You Female or Married to One? The HUGE Retirement Disadvantage You Will Face
While there are lots of benefits to marriage, if you are a woman or you are married to one, you face a a huge retirement disadvantage — a significantly steeper…
Housing and Home Equity
7 Tips to Help People Who Are Retired Stay in Their Homes Longer
Nine in 10 older Americans want to remain in their own homes as they get older. But most people aren’t planning ahead when it comes to making sure their houses…
Retirement Planning
8 Esteemed Experts Offer Smart Strategies for the Transition to Retirement
The transition to retirement is exciting and scary. Like all big events – graduations, relocations, marriage, childbirth, and more – life will never be the sam…
Debt
How to Prepare Your Retirement Plans for Rising Interest Rates
Interest rates impact our lives in a wide variety of ways – especially financial. Why Will Interest Rates Rise? Since 2008, interest rates have been at historic…
Housing and Home Equity
Here Are the Best and Worst Places to Retire — 2016
If you’re thinking about moving to a new location to retire, whether it is to be closer to your family or to downsize, the verdict is in on the best and worst p…
Annuities
5 Tips for Creating Retirement Income Streams
Americans are living longer than ever. That’s mostly great news for older adults. You now have more opportunities to enjoy family and enrich your community. Ho…
Retirement Planning
The Dumbest Retirement Questions Ever Asked
Okay, there really is no such thing as a stupid question. In fact asking questions — even “dumb” retirement questions — is a great way to learn about how to do…
Retirement Planning
A New Approach to Retirement Planning
An interview with Boldin’s founder, Stephen Chen, was featured on Forbes this week. The magazine hailed Boldin as “A New approach to Retirement Planning.” The…
Annuities
Fixed Income Annuity: Solve 3 Big Problems with 1 Investment
Fixed income annuities can have many key benefits for retirees. Of all the challenges we face in preparing financially for retirement — creating a steady incom…
Social Security
Expert Interview Series: Sheri Abrams on Social Security Disability
An illness or injury can totally derail the best laid retirement plans, making it difficult or impossible to earn an income. In 2014, 2.5 million Americans appl…
Family and Relationships
7 Facts About Grandparenting from Leslie Stahl
Lesley Stahl knows a lot about many different things. As a long time journalist, she has covered the Watergate scandal, President Reagan’s assassination attemp…
Housing and Home Equity
The Cheapest Places to Retire
In the years leading up to retirement, people often ask themselves, “When should I retire?” As retirement becomes a closer reality, the question turns to “Where…
Retirement Savings and Investments
What is an IRA Account and Why You NEED One?
Planning for retirement is probably one of the most confusing jobs that you’ve ever taken on. There are so many choices to make, and so many so many questions t…
Reverse Mortgages
The Tax Implications of Reverse Mortgages
The Tax Implications of Reverse Mortgages It’s tax season. For both new and prospective reverse mortgage borrowers it brings to mind questions about how the mo…
Reverse Mortgages
Financial Guru Jane Bryant Quinn Recommends a Fresh Look at Reverse Mortgages
Reverse mortgages aren’t what they used to be. Recent program changes have not only made these loans safer for borrowers, but they’ve also made them better fina…
Retirement Planning
Simple Living in Retirement: A Happy Retirement is the Ultimate Luxury
There’s a trend in retirement, and it’s not the luxurious life dripping with luxury vehicles and champagne breakfasts. A simpler and more modest approach has st…
Reverse Mortgages
Is Your Nest Egg Hidden In Your Nest?!
Do you have a nest egg? You might, but you may not even know it. That’s because your nest egg may actually be your “nest,” that is, the home you live in now. If…
Reverse Mortgages
The Top 3 Reasons To Get a Reverse Mortgage
If you’re approaching retirement, or have already stopped working full time, you might be eyeing your savings and your investment portfolio wondering: will it l…
Family and Relationships
Christmas or Retirement? Put Your Holiday Spending in Perspective
The holidays are right around the corner, and while that involves the excitement and cheer of family get-togethers and festive parties galore, for many it also…
Retirement Planning
Average Retirement Income 2016: How Does it Compare to Your Plans?
The average retirement income is probably a lot less than you think. As surprising as it might sound, the average American’s retirement income is barely over $1…
Family and Relationships
Seniors Are Learning Technology from Younger Generations
There’s something powerful about knowing that it’s never too late to learn something new. It can be as simple as putting yourself out there and welcoming new ex…
