Kathleen Coxwell

Retirement Jobs: 4 Great Opportunities to Work at Home

There are benefits to going to work every day (having a place to go and people to see can keep us engaged in life in meaningful ways). What Work at Home Options…

How Much Do I Need to Retire Early? At Age 60? At 55? What About Age 50?

Early retirement might seem like a dream. But it’s one that you can achieve if you plan early and set goals as if your life depends on it. In fact, it does. So,…

Is a Tax Sheltered 403(b) Annuity a Good Investment?

If you are an employee at a school, church, hospital, or other non-profit, then you are eligible for a “tax-sheltered annuity,” also known as a 403(b) plan. Don…

Orman, Ramsey, and Other Gurus on How to Save for Retirement

Retirement savings can seem like a very complicated matter. But some of the most well-known and respected financial minds like Suze Orman, David Ramsay, and oth…

The Biggest Expenses in Retirement

When planning for retirement, it’s important to save enough money to cover the essentials. While a financial planner may discuss earmarking funds to pay for dai…

The Best Annuities: What to Look For and Why to Buy Them

While investing a big portion of your retirement savings in the stock market can be a risky decision, putting some of that money into an annuity can help ensure…

Retirement is All About Spending, And Experts Say You Aren’t Spending Enough

If you are nearing or are already in retirement, you are about to change from being an earner and a saver to being a spender. You spent a lifetime amassing savi…

The Importance of a Quarterly Retirement Check In

Figuring out what you are going to do in retirement and how you are going to pay for it is not something you do once and just forget about it. You should plan f…

Loneliness Is as Dangerous as Smoking and Stress

Research shows that feeling lonely is a big risk factor for heart attack, clogged arteries, and stroke.  In fact, the dangers of loneliness are on par with obes…

Friendships Across Generations: The Powerful Benefits of Younger Pals

You have probably read about the perils of loneliness as you age and how feeling alone can actually reduce your life span by as much as regular smoking does. Ho…

Is Retirement at 65 Ridiculous?

“Retirement at 65 is ridiculous. When I was sixty-five I still had pimples.” – George Burns It seems that George Burns was onto something. More and more older A…

Single? Female? Retired? In Search of Roommate? Expert Interview with Golden Girls Network About Shared Living

Do you remember the TV show “The Golden Girls?” Four silver-haired ladies, sharing a household, lending strength, support, and ultimately friendship to one anot…

65 Funny and Short Quotes About Getting Older

From George Burns to Helen Mirren, these quotes on getting older will make you laugh, and also make you think. Great for cards or birthdays.

Retirement Calculator With Pension: Find the Inputs You Need to Plan the Future You Want

While pensions are not nearly as common as they once were, they are a very important part of the retirement plans for many of society’s most valued workers: tea…

Retirement Relocation Checklist: Where to Retire Quiz and Other Tips

Roughly 10,000 baby boomers turn 65 each day. Where to retire is a big question for this huge cohort of Americans. It can be an overwhelming decision. Hopefully…

Can You Get a Reverse Mortgage on a Condo? Here’s What You Need to Know

Reverse mortgages enable you to convert your home equity into cash, but while most homes are eligible, some are not. If you live in a condominium, your property…

Wealth Inequality: We Are All Affected, But Black Households in Particular

Powerful Retirement Lessons: Inspiring Quotes from 7 Famous Retirees

Looking for some inspiration for retirement? Check out these retirement lessons that can be gleaned from a diverse group of famous older people. The following s…

Say ‘Ahh’: Most Would Rather Visit the Dentist than Talk About Long-Term Care Planning

Managing your finances shouldn’t be like pulling teeth. But it might as well be for the proportion of Americans who say they would rather go to the dentist than…

Help for Seniors with Low Income: Government Benefits and More!

Need a helping hand? Find help for seniors with low income The Big Takeaways… A significant amount of qualifying seniors don’t participate in low income benefit…

Early Retirement: 37 Tips, Tricks & Hacks for Reaching your Goal

If you’re a coupon clipper, you already know the excitement of getting a great deal. But has the lack of a coupon ever prevented you from buying something that…

Is an Asset Protection Trust the Right Solution to Your Long Term Care Riddle?

Asset protection trusts are one way to cover long term care costs. However, there are big disadvantages. Learn more and discover alternatives.

How to Rollover Your 401(k) When You Retire or Leave a Job

Explore the pros and cons of rollovers and find out how to rollover your 401(k) when you retire or leave a job. It’s a big financial decision. Get it right!

Estate Planning: 11 Documents You Need for Coronavirus and Always

Now is a great time to update your estate plans. Get tips for doing it during coronavirus distancing and find a complete guide to the documents you need.