Retirement Planning
Baby Boomers Retiring: The Big Difficulties Facing This Generation
According to the Pew Research Center, the oldest members of the Baby Boomer generation came into retirement age in 2011, and for the next 19 years, 10,000 more…
Articles by Kathleen Coxwell
Financial Advisors
Why Do People Use Financial Advisors?
While there are many different reasons people turn to financial advisors during their life, the majority turn to them for one reason: retirement. While most peo…
Budgeting & Spending
Pennies Add Up: Saving for Retirement in Little Ways
Using tools like your employer’s 401(k) or automatically taking money out of your paycheck are tried-and-true methods for successful retirement planning. But if…
Annuities
7 Signs Buying an Annuity Makes Sense for You
Prepared for properly, retirement can be a time when well-laid plans come to fruition, providing the financial foundation for a lifestyle of comfort and leisure…
Financial Wellness
Retired at 30: A True Story of Saving for Retirement
Jacob Lund Fisker is not your typical retiree. He’s certainly not at an age where he could collect Social Security. He’s not in his 60s or his 50s. Jacob isn’t…
Retirement Planning
6 Reasons to Beware of the Simple Retirement Calculator
In this day and age, just about anything can easily be done online. You can file your taxes, compare rates for a new auto loan or even order groceries to be han…
Family and Relationships
Your Adult Children Want to Help With Your Retirement
Your adult children want to help you as you age. However, they need you to be open to giving them details about what’s to come, according to a 2016 Fidelity Inv…
Happy Retirement
What You Can Learn From Millennials for a Better Retirement
According to the Pew Research Center and the U.S. Census Bureau, Millennials have surpassed Baby Boomers as the largest living generation. There may be a lot of…
Annuities
What a Lifetime Annuity Is and How It Works
It is likely that you have heard of annuities. In fact, if you are already preparing and planning for retirement, you may even have one. But, you may be fuzzy o…
Retirement Planning
Warren Buffett’s Retirement Planning Advice
Warren Buffett earned his nickname honestly. The Oracle of Omaha’s success at investing is legendary, and he has ranked among the world’s wealthiest people time…
Financial Wellness
Money Talks, But Do You Speak the Language?
Have you ever traveled to a place where they speak English, but the people have a heavy accent and a different dialect? You have a vague and slowly formed idea…
Retirement Planning
Seniors Are More Vulnerable Finacial Scams: Here’s What You Can Do
It’s fairly common to believe that while a financial scam might happen next door, it certainly won’t happen any closer to home. But unfortunately, it happens ev…
Lifestyle
9 Tips to Help You Delay Retirement for a Happier and Wealthier Future
Reaching age 65 once meant collecting a final paycheck. But today, more Americans are trying to delay retirement – working well into the traditional retirement…
Estate Planning
3 End of Life Discussions You Must Have
End of life planning is often the last thing a pre-retiree wants to do. Also known as advance care planning, it’s not usually a top priority because who wants t…
Financial Advisors
The Downsides of Working With the Wrong Financial Advisor
A lot of people approach retirement by their own wits. This can be a decent way to plan – nobody knows your finances and hopes for your future as well as you do…
Aging Well
3 Biggest Retirement Fears and How to Beat Them
Spiders. Snakes. The dark. Clowns. It’s likely that you have at least one of these fears. However, if you are near retirement age, then what scares you most is…
Retirement Planning
Is It Ever Too Late (Or Too Early) to Start Saving for Retirement?
While many people ask about how much they need to save for retirement, not as many people ask when to start saving for retirement. However, when you start savin…
Retirement Savings and Investments
Can Robo Advisors Program Wealth into Your Retirement Plan?
Robo-advisors might sound futuristic, but they’re really not as new as they sound. Robo-advisors use the same technology that’s been available to human advisors…
Retirement Planning
The Dismal State of Retirement in 2020: How to Turn Lemons into Lemonade
The retirement outlook has changed drastically since your grandparents, and even parents, retired. In fact, by some measures, retirement might seem as sour as l…
Retirement Savings and Investments
The Best Retirement Plans
Best retirement plans, you say? Saving for retirement is not a one-size-fits-all proposition. Whether you use an IRA, a 401(k), one of the many other options or…
Aging Well
What Is Your Medicaid Eligibility?
As we plan our retirement, most of us are concerned about whether or not we will be able to fund out-of-pocket healthcare costs. Medicaid is one option for peop…
Retirement Savings and Investments
Stocks, Funds, Cash, Bonds: What’s the Best Asset Allocation Strategy for Your Retirement?
Figuring out the best asset allocation strategy for your retirement isn’t something you can set-and-forget. Here are some tips on how to update and maintain you…
Retirement Income
Retirement 101: What is Fixed Income?
The term “fixed income” can be confusing. Many adults of all ages have a reasonably steady income, whether from a salaried work position or dependable work at a…
Earning
Avoid These Jobs if You Want to Be Working After Retirement
You have heard it before: “Work in Retirement!” If you want to be financially secure, working after retirement age or working as long as possible before retirem…
