Financial Wellness
Net Worth Tracking: A Key Habit for a Wealthier and More Secure Future
Discover how to track net worth (current and future). This easy habit will help you be wealthier, more secure and less stressed.
Articles by Kathleen Coxwell
Annuities
Avoid These 7 Big Annuity Mistakes
Considering an annuity? Don’t make any of these 7 big annuity mistakes. These errors in judgement are common, but easy to avoid.
Annuities
The Real Scoop on Lifetime Annuities: Is This Type of Insurance Right for You?
Explore 8 questions to determine if a lifetime annuity is right for you – your values, goals, and resources.
Financial Wellness
6 Competing Retirement Investing Goals and How to Sort Them Out for Long-Term Wealth
Creating a retirement investment plan for after you retire is downright complicated. Explore 6 competing priorities and how to invest for long term wealth.
Financial Wellness
7 Ways to Tame Financial Stress for a Wealthier Future
Thinking about money can be stressful. Find out how to use stress to your advantage and achieve a more secure future!
Financial Wellness
Coping with Financial Crises: Wealth-Building Lessons from Recent History
Don’t repeat mistakes from history. The 5 most recent financial crises provide lessons on protecting and building wealth in troubled times.
Retirement Savings and Investments
Sample Asset Allocations: What Is Right for You?
Explore investing rules of thumb as well as sample asset allocations to help you know if you are on the right track. Read now!
Retirement Income
Avoid Unnecessary Taxation: 7 Easy Sources of Tax-Free Retirement Income
As a lifelong worker who paid their fair share of taxes, make sure you take advantage of these sources of tax-free retirement income.
Happy Retirement
What You Can Learn From Millennials (Yes, Millennials) for a Better Financial Future
People often mock millennials, but here are 8 useful lessons from the generation about money and planning a secure future.
Retirement Planning
The $7 Trillion Retirement Crisis Is Worsening
The retirement crisis is worsening but it doesn’t mean you’ll never retire. Learn how to cope if you haven’t saved enough.
Financial Advisors
Investment Advice: What Kind of Help Do You Really Need? How Much Should it Cost?
You have options for investment advice at different costs and service levels. But, the most popular option may not be the best. Learn why…
Financial Wellness
How to Plan for Inflation in Your Long Term Financial Projections
Here are 7 tips for planning for inflation, especially now with rates so high. Learn about long term average inflation and more.
Happy Retirement
Retirement Depression: 9 Tips for Combating this Very Common Syndrome
Are you (or a loved one) experiencing retirement depression? Here are 9 ways to get help and overcome this real phenomenon.
Aging Well
For Real Retirement Security, Make a Plan for Everything that Could Possibly Go Wrong
Want retirement security? You need a retirement plan that will protect you from anything and everything that could go wrong. Read more…
Budgeting & Spending
The “Inflation Reduction Act of 2022” and What it Means for Your Retirement
Learn how the “Inflation Reduction Act of 2022” may improve your retirement? (Reduced healthcare costs and inflation reduction.)
Financial Wellness
Podcast: The Financial Samurai – “Buy This, Not That: How To Spend Your Way To Wealth And Freedom”
Steve and the Financial Samurai discuss Sam’s new book, “Buy This, Not That, How to Spend Your Way to Wealth and Freedom”. Listen in for tips on how to tackle l…
Financial Wellness
The Psychology of Money: 9 Important Lessons for Financial Wellness in 2022
The psychology of money can be confounding. Get 9 essential tips for feeling good about your finances and increasing your chances of good outcomes.
Financial Advisors
Video: The Need for Financial Planning, Why We Built Boldin
Watch to learn about the need for financial planning at scale and discover why we started Boldin.
Retirement Savings and Investments
Is a Bond Ladder Strategy Right for Your Retirement?
Bond ladders can be used to protect against interest rate risk. Discover what they are and why you would use one to secure your future.
Aging Well
15 Ways to Save Money on Prescription Drugs
Don’t throw money out the window. Explore these 15 east ways to save money on prescription drugs, especially if you are older. Read now!
Retirement Savings and Investments
The Stock Market Has Worst First 6 Months of Year Since 1970s: Is it Time to Buy In?
Wall Street news isn’t great: bear market, inflation & more. However, it may be a great opportunity to invest. Explore 12 tips to help you know if it is for you…
Earning
What’s New on Your 401k Statement? (Why Does it Appear You Have So Little Retirement Income?)
Your next 401k statement is going to look different. And, your retirement income projections may be concerning. Find out why.
Financial Wellness
Winners and Losers with the Recent Interest Rate Hike
As with any economic shift, there are winners and losers. See who benefits and who will suffer more from the recent interest rate hike.
Financial Wellness
Don’t Panic and 4 Other Quick Reminders for an Economic Downturn
Here are 5 quick and easy tips to consider as stocks slide, interest rates rise, and inflation persists.
