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What is a Health Savings Account (HSA)? And, Why It’s a Great Retirement Savings Option
What is a Health Savings Account? Explore 4 ways it saves you money and why you might want to use one for retirement savings.
Articles by Kathleen Coxwell
Retirement Savings and Investments
You Might Have Less in Your Retirement Account than You Think You Have!
I hate to be the bearer of bad news, but you might have less in your retirement account than you think you have! At least the worth to you might be less than yo…
Annuities
Gimme Shelter: Why Are the Rolling Stones Hawking Annuities?
The sole sponsor for the Rolling Stones’ US Tour 2019 is the Alliance for Lifetime Income, an advocacy organization whose purpose is to help Americans address t…
Retirement Planning
The SECURE Act: Will Retirement Get Easier?
The House of Representatives’ Setting Every Community Up for Retirement Enhancement (SECURE) Act and a similar bill in the Senate, the Retirement Enhancement an…
Retirement Savings and Investments
Retirement Investments for Dummies: Get the Answers You Need to Rest Easy
Sorry. You probably are not a dummy about everything. But, research suggests that almost 80 percent of all Americans have a very low financial IQ (What’s yours?…
Happy Retirement
Great Retirement Advice from the Best Graduation Speeches
Graduation and retirement are arguably the two biggest life transitions anyone will ever experience. With both rites of passage, everything about your daily ex…
Retirement Planning
Do You Need Life Insurance in Retirement?
A frequent question among those nearing and in retirement is: Do I need life insurance for retirement? The answer, like most financial planning related question…
Happy Retirement
Retirement Reinvention: Hold Steady or Become a New You?
Retirement reinvention!?! Maybe you want nothing to change once you retire, or maybe you’re anxious for that next new phase and what it could bring. Retirement…
Aging Well
12 Tips for a Healthy Retirement and Making the Most of Medicare
Medicare is a hugely popular program, providing health coverage to the vast majority of Americans over 65. Here are a few tricks for taking care of your health…
Retirement Planning
Economic Indicators: Be Aware, But Why You Don’t Necessarily Need to Care
An economic indicator is information that can suggest what is going on in the economy — is the economy healthy, growing or headed for trouble? Sounds useful, ri…
Housing and Home Equity
Three Ways to Afford the Fastest Growing Retirement Destinations
If you’re one of the thousands of Americans approaching retirement, one of your top concerns is probably when to retire. But an accompanying question is where t…
Annuities
How to Compare Annuity Plans: Choosing the Right Annuity for You
Annuities can be a tricky purchase. You need to compare annuity plans to find the right option for you. But, there are many different products – fixed annuitie…
Housing and Home Equity
55+ Communities: What Are Continuing Care Retirement Communities?
The decision to relocate in retirement is huge — especially since you literally have a world of options. You can retire anywhere and into a wide variety of hous…
Budgeting & Spending
The Retirement Switcheroo: 6 Tips to Flip Your Mindset from Saving to Efficient Spending!
Retirement is a big deal and a huge life change. You have a whole new lifestyle and need a very different way of thinking about your money. In fact, your financ…
Happy Retirement
Winter Got You Down? Make a Sunnier Climate a Retirement Reality
Rain. Snow. Sleet. Cold. Once the coziness of winter holidays passes, dark weather can weigh heavily on our psyches. However, when you retire, you have more fr…
Retirement Planning
Feelin’ Groovy? Slow Down. Don’t Move Too Fast Preparing for Retirement
It seems that we are “feeling groovy” these days about our retirement prospects. Groovier and groovier over the past few years in fact. The Employee Benefit Res…
Financial Advisors
How Much Should You Worry About a Stock Market Correction? Numbers and Tips for Weathering a Financial Storm
The past month has seen some wild dips in the stock markets. Nothing yet too terribly miserable for most, but enough to make us jittery. Should we be worried ab…
Estate Planning
How to Increase Wealth… AFTER Retirement…
Too many people think that retirement is a time of drawing down assets. However, it is entirely possible to increase your wealth AFTER you have retired. Um… No…
Budgeting & Spending
Ways to Increase your Wealth (Make Money Today!)
Disclosure: Some links on this site, may be affiliate links. If you click on one of these links and buy from the affiliated company, then we receive some small…
Family and Relationships
How to Fund College Education When You Are Trying to Retire
College costs can feel overwhelming — especially if you are trying to retire sometime soon (or even just save for a future retirement). How to fund college educ…
Budgeting & Spending
5 Easy Ways To Save More Than $5,000 (This Year!)
Review These Tried and True Ways to Save Money: In this article, we present five ways for you to save money. 1. Keep Track Of Your Accounts One of the easiest w…
Retirement Savings and Investments
Drip or Draw: What to Do with Stock Dividends in Retirement?
Stocks that pay dividends can be enormously appealing to retirees. But what to do with those dividends can be confusing. Should you participate in a Dividend…
Retirement Planning
Financial Anxiety Skyrockets: Why You Are Worried Even if You Have Saved More than the $14,500 Median
Is the retirement crisis real? Whether or not you yourself are suffering, financial anxiety is acutely felt by many Americans. Research from the Employee Benef…
Retirement Jobs
Are You Unhappy at Work? Is Retirement the Right Answer?
Job satisfaction in the United States has been falling since the late 1980s. Across all economic and age levels, around 50 percent of all American workers are…
