Retirement Savings and Investments
How Much Should I Save for Retirement?
While a hard and maybe scary question, it is critical for those approaching retirement to get a really good answer: How much should I save for retirement? With…
Articles by Kathleen Coxwell
Budgeting & Spending
Top 5 Sources of Retirement Income
Generating enough income to live comfortably during retirement is one of the biggest challenges that every American may face later in life. The Insured Retireme…
Annuities
6 Questions to Ask Yourself Before You Purchase an Annuity
Should you buy an annuity? Investing your capital and planning for retirement are important practices, but there are a ton of options out there for how and wher…
Reverse Mortgages
3 Underreported Facts about Reverse Mortgages
Mapping your path to a comfortable retirement calls for personalization. At its best, financial planning for this life phase should resemble a shopping trip: yo…
Retirement Planning
The Top 5 Reasons Why People Avoid Planning for Retirement
It is not like you don’t WANT to plan for retirement, right? There are real reasons that make planning for retirement difficult. Taking the first step toward re…
Retirement Planning
Retirement Planning Strategies for Veterans
Veterans and service-members approaching retirement age may need to take a slightly different strategy to financial planning relative to their civilian counterp…
Social Security
Have Dependent Children? Social Security Dependent Benefits May Make Taking Social Security Early a Good Choice for Your Retirement
You have probably read and reread that you should delay the start of your Social Security benefits until at least your full retirement date (typically around ag…
Retirement Savings and Investments
How Do the Rich Invest Their Money?
It’s a well-known fact that a small percentage of people control the majority of wealth in the United States. But all investors can take cues from high net wort…
Reverse Mortgages
Breaking: New Reverse Mortgage Product — HECM MAX5 Caps Interest Rate
Over the past few months, the federally-insured reverse mortgage program has seen a lot of changes—including the introduction of new, consumer-friendly loan pro…
