Annuities
Which Lifetime Annuity Offers the Most Flexibility?
Though annuities can be a valuable part of your overall retirement portfolio, not all annuities are the same. Some annuities have oppressive terms which may not…
Articles by Kathleen Coxwell
Reverse Mortgages
Henry Winkler Reverse Mortgage? Fred Thompson Reverse Mortgage? Why Do Celebrities Pitch Reverse Mortgages?
If you’ve never seen a reverse mortgage commercial featuring the familiar face of a celebrity, you’re probably in the minority. Reverse Mortgage lenders have lo…
Retirement Savings and Investments
Expert Interview with Theresa Fette About Retirement Savings and Self Directed IRAs
For better or worse (or a little bit of both), the economic climate has irrevocably shifted in the last 15 years, and it’s not likely to stop anytime soon. The…
Long Term Care
How to Get the Veteran’s Administration (VA) Aid and Attendance Pension Benefit
After struggling to help her mother–the wife of a World War II veteran–receive benefits from the Veterans Administration (VA), Debbie Burak founded VeteranAid.o…
Retirement Jobs
Is it Possible to Know How Long You’ll Want to Keep Working?
Whether to keep working or retire is one of the most difficult decisions you’ll make in life. It changes everything, and starts a whole new phase. While there’s…
Retirement Savings and Investments
Expert Interview with Jon Petersen About investing for Retirement
Sometimes simpler is better. While we may appreciate complexity in our sports cars, our flavor palates, even our stock portfolios, understanding those portfolio…
Financial Advisors
Types of Financial Advisors: Your Guide to Finding the Best Financial Advice
If you’re like many Americans, you probably have concerns about your retirement plan. But research shows that those who work with a financial planner are often…
Housing and Home Equity
Downsizing Your Home for Retirement: To Sell or Not Sell?
Many people approaching retirement are left to decide if they should sell their home or stay put. This decision is an important one as housing often makes up ab…
Long Term Care
How to Pay for Long Term Care when Long Term Care Insurance Cost is Too High
Retirement should mean living comfortably on the savings you’ve spent a lifetime to build. But aging and unexpected health issues can derail your retirement asp…
Happy Retirement
Expert Interview with Lacey Worel About Volunteering During Retirement
Volunteering after retirement can be a win-win situation. It gives you a chance to do good work that you’re passionate about and that you might not have had tim…
Housing and Home Equity
Expert Interview with Dan Hutson About Retirement Community Living
Many people assume that getting older is a drag but be.group disagrees. The California-based senior living company is unapologetically optimistic about aging. A…
Retirement Planning
Expert Interview with Marc Des Rosiers About Retirement Software
Retirement for Baby Boomers and subsequent generations will look much different than it did for our parents and grandparents. Due to lifestyle changes and advan…
Budgeting & Spending
Expert Interview with Keith Whelan of Cash Flow Navigator On Wealth Vs. Cash Flow
Many of us want to be wealthy, but few of us realize what it takes to get there. That’s why Keith Whelan founded Cashflownavigator, a site that lets you track w…
Financial Advisors
What is a Certified Financial Planner — CFP: What They Do, How to Choose, Benefits of Using, Differences from Other Financial Advisors, Fees and More…
What is a Certified Financial Planner? It seems like every day Americans are reminded how ill-prepared they are for retirement — especially as numerous reports…
Social Security
How Can I Be Sure it’s the Right Time to Start Taking Social Security?
Choosing when to claim your social security benefits can be one of the most important decisions that you make in retirement. Proper timing is important, but wit…
Housing and Home Equity
Where Should I Retire to? 6 Questions to Ask Yourself
You’ve probably seen endless articles with lists of the best places to retire. These rankings often change as home prices and cost of living fluctuates. Though…
Social Security
How is My Social Security Payment Calculated?
You can reasonably count on Social Security benefits once you retire, but determining how much you’ll receive is a different story. There is a formula, of sorts…
Retirement Jobs
Ric Edelman on Whether You’ll Have to Work During Retirement
Retirement is not what it used to be. In the past, retirees could get by on a combination of Social Security payments, their company’s pension, and their retire…
Retirement Jobs
5 Part-Time Jobs That Might Keep You Happy in Retirement
Part-time work still gives you plenty of time for the things you want to do.[/caption]Being retired doesn’t mean that you have to stop working. Many retirees en…
Annuities
What is a Fixed Rate? Why 2015 Will Be A Big Year for Fixed Annuities
This year will be big for fixed annuities, according to financial experts. But how an annuity works remains a mystery for many. AARP found that half of surveyed…
Reverse Mortgages
Reverse Mortgage Information: The 5 Biggest Reverse Mortgage Complaints
Reverse mortgages are complex financial tools that, when utilized to their full potential, can be instrumental in helping you plan for retirement. But not used…
Retirement Savings and Investments
Saving in the Nick of Time: A True Story of Starting Late and Successfully Saving for Retirement
It seems that time goes by faster as the years march ahead. For people who haven’t yet started saving for retirement, or who haven’t stayed committed to saving,…
Housing and Home Equity
The Best Place to Retire? Why Boomers Are Staying at Home
It’s a largely held belief that baby boomers are downsizing, seeking to trade in their suburban single-family homes for urban multi-family residences when they…
Retirement Savings and Investments
Clark Howard Retirement Calculations: How Much Do You Need to Save for Retirement
Are you saving enough for your retirement? Maybe. Maybe not. Clark Howard, a financial expert whose nationally syndicated radio show helps people manage their m…
