Retirement Planning
Planning for Retirement Through Life’s Stages
There’s no single way to go about planning for retirement. That’s not just true from person to person. It also changes dramatically as you age. Good retirement…
Articles by Kathleen Coxwell
Retirement Planning
6 Ways Retirement Calculators Can Help You
The retirement calculator is an excellent retirement planning tool because it makes it easier for people to get a more accurate picture of what their financial…
Annuities
Avoid These 5 Big Annuity Mistakes
People seem to either love annuities or hate them.According to Kiplinger, only about eight percent of Americans get any sort of retirement income from private a…
Retirement Planning
Early Retirement Calculator: Crunch Your Numbers and Find Your Earliest Retirement Age
Early retirement isn’t an unattainable dream. It’s what you want out of life now and in retirement that determines when you can retire. An early retirement is n…
Retirement Planning
6 Financial and Retirement Planning Blogs You Should be Reading
The more you read, the more you know, and the more you read about retirement planning, financial planning and personal finance the better off you’ll be. You cou…
Happy Retirement
12 Lifestyle Blogs That Help You Imagine a Happy and Healthy Retirement
There’s certainly no shortage of retirement blogs, but many, if not most of them, focus on financial matters. That’s important, but not everything in retirement…
Aging Well
Staying Healthy for Retirement
According to a Merrill Lynch study, more than 80% of today’s retirees say health is the most important ingredient for a happy retirement, meaning that the major…
Retirement Savings and Investments
Best Ways to Fund Gifts to Kids or Charities: a Personal Account
The following account of charitable giving comes from Henry K. “Bud” Hebeler. Bud is a frequent contributor to the Wall Street Journal, Kiplinger’s Personal Fi…
Retirement Planning
4 Ways to Make Your Modest Retirement Income Last
Not everyone has a million-dollar investment portfolio that one day will turn into retirement income. For most people, retirement isn’t filled with world travel…
Retirement Savings and Investments
No Retirement Withdrawal Strategy is Perfect, Particularly the 4% One
Saving for retirement is critical and investing those assets efficiently is important. However, that is not the end of worries for retirement cash flow and sec…
Retirement Planning
How Much Do I Need to Retire? Avoid These Common Planning Mistakes
There is no shortage of retirement income advice. And, anyone can make a prediction about how much you will need for a secure retirement. Much of this guidanc…
Housing and Home Equity
Thought Leader Series: 5 Reasons the Southwest Is a Great Place to Retire
Work is part of life, and many people spend the majority of theirs either working or commuting to and from their workplace. The typical sequence of event is: su…
Housing and Home Equity
Expert Interview with Kathleen Peddicord About Living and Investing Overseas During Retirement
One of the biggest financial concerns Americans have today is whether they’ll be able to afford retirement. According to a 2014 Gallup poll, 59 percent of Ameri…
Housing and Home Equity
Retirement Housing: Renovate or Relocate?
Retirement is supposed to be all about rest and relaxation, but lately the term “R&R” has taken a new meaning for retirees thinking about their living situation…
Long Term Care
Expert Interview with Stephan Baldwin About assisted living
It’s estimated that there are over 40,000 assisted living communities in the U.S. today, says Stephan Baldwin, director of business development for Assisted Liv…
Retirement Planning
Try on Your Retirement Plan and See if it Fits
No matter how much retirement planning you do, you cannot know whether your plan will work for you until you put it into action. Much like test-driving a car or…
Annuities
An Annuity Calculator Might Reveal Better Retirement Options
When it comes to annuities, there tend to be two sides: those that love annuities and incorporate them into their retirement portfolio, and those that think the…
Budgeting & Spending
Retirement Income Myth Debunked: Dying Broke is a Bad Plan
You may have heard this little piece of retirement advice: you should spend all of your money while there is still time to spend it. Though the notion of “dying…
Retirement Planning
5 Ways to Solve Your Top Retirement Concern — Outliving Your Money
Are you worried about outliving your money? Join the club. This is one of Americans’ biggest retirement fears. More than half (57%) of CPA financial planners ci…
Retirement Jobs
Working Past 65 — Sometimes it is Good for Your Health; Sometimes Bad
It’s no secret that many older Americans are working past traditional retirement age. Whether working later in life is due to financial necessity or a desire to…
Reverse Mortgages
Does the Government Steal Your House When You Get a Reverse Mortgage?
A reverse mortgage is a loan that enables homeowners aged 62 or older to borrow against the equity in their home without having to sell the home, give up title,…
Retirement Planning
The Best Retirement Planning Advice from 10 Financial Gurus
Preparing for retirement can be a daunting task, so it helps to know what advice the best financial advisors have to offer. Here is retirement planning advice f…
Reverse Mortgages
Should You Use a Reverse Mortgage to Renovate Your Home?
A reverse mortgage can be used to tap into home equity, and can allow aging Americans to remain in their homes. The proceeds of a reverse mortgage, including th…
Long Term Care
Don’t Let Dementia Lead to Financial Ruin in Retirement
The costs of Alzheimer’s disease and other forms of dementia can be staggering. And not just for the person suffering from the disease, but for those around him…
