Financial Wellness
Checkmate Your Money: How Winning Strategies from Your Favorite Games Can Improve Wealth & Security
Discover the key strategies to win at 9 popular games and how these lessons apply to building wealth and financial security.
Articles by Kathleen Coxwell
Housing and Home Equity
4 Arguments for Retaining Your Mortgage in Retirement
You might be surprised to learn that paying off your mortgage may not be the right financial decision. Even if it is the right emotional choice.
Financial Wellness
28 Retirement Investing Tips from Today’s Financial Geniuses
Here are 28 retirement investing tips from today’s greatest financial minds. Just one of these lessons might make your dream retirement a reality.
Planning
Podcast 88: Invest with Impact with Toussaint Bailey
Toussaint Bailey, CEO of Uplifting Capital, discusses his journey from law to wealth management and aligning wealth with impact.
Happy Retirement
Tips for Happy Retirement: 13 Surprising Ways to Boost Happiness as You Age
Happiness is easier than ever as you age. If you want to do a little extra to make sure you have a happy retirement, try these tips.
Earning
Financial Success: What Each Generation Thinks It Takes to Be Wealthy (and How Far Off They Are from Reality)
What is financial success? Gen Z says $9.5M! Boomers get by with $100K. See how generational money goals compare to reality and what’s needed to get by.
Retirement Income
Worried About Running Out of Money? Consider the 1-2 Punch Approach to Retirement Income
You are probably worried about running out of money in retirement. Use this simple two-phase approach to significantly reduce your risk.
Estate Planning
17 Powerful Tips for Retiring Alone (Or, If You Become a Solo Senior During Retirement)
Whether by choice or circumstances, there are some challenges to retiring alone. Here are 17 tips for a secure, happy and single retirement.
Family and Relationships
Retirement for Couples: 10 Essential Planning Conversations for a Happily Ever After
Retirement for couples: Cover these 10 topics to survive retirement with your spouse. Communication is key, especially when it comes to money.
Planning
Economic Indicators: 22 Data Points to Consider as You Try to Predict the Future
No one has a crystal ball, but leading economic indicators as well as unusual and personal economic indicators can help you assess the future and assist in fina…
Financial Wellness
Going from a Saving to a Spending Mindset: How to Stop Worrying, Retire, and Enjoy It
Here are tips for transitioning into retirement. Once you shift to a smart spending mindset, you’ll enjoy life more than ever before.
Planning
10 Creative Ways to Retire Even If You Think You Haven’t Saved Enough
Think you haven’t saved enough? Think again. The impossible becomes possible with these 10 creative ways to retire securely no matter how much you have.
Budgeting & Spending
Scarcity: Don’t Let it Steal Your Retirement
Focusing on the scarcity of time and money can exacerbate the shortage, not improve it. Learn how to focus on what’s important for a wealthier future!
Budgeting & Spending
16 Ways to Stop Wasting Money and Save More for Retirement (Like $100,000 More)
It’s easy to overlook dumb spending, pay hidden fees, or get scammed. Avoid the most common ways people waste money and save more for your retirement.
Budgeting & Spending
What is the Debt Ceiling Crisis and 8 Ways to Prepare for Possible Fallout
Understand the basics of the federal debt ceiling and how to prepare for the X date and the financial fallout that may follow.
Aging Well
Oliver Burkeman on the Surprising Benefits of Being Less Productive (and Potentially Retiring Earlier)
Explore how redefining your relationship with productivity can lead to a more meaningful and fulfilling life and perhaps an earlier retirement.
Financial Wellness
17 Micro Financial Habits for More Wealth and Peace of Mind
Micro financial habits are quick, easy, and meaningful ways to do better with your money. Explore options to use in your everyday life.
Earning
The Social Security Fairness Act: Are Your Benefits Impacted?
Learn about the Social Security Fairness Act, new legislation that restores benefits to public service workers.
Financial Wellness
Setting Financial Goals: Why You Need Short-, Long-, and Medium-Term Financial Goals
Everyone knows that if you want to achieve something, you had better set a goal. However, very few Americans actually do or even know how to set financial goals…
Aging Well
Climate Disasters: How to Protect Your Money, Home, and Retirement Well Being
Learn how climate disasters could impact your retirement and take steps now to protect your health and wealth from possible negative impacts.
Planning
Boldin Recap: Are You Taking Advantage of Everything we Released in 2024? (And, Our Promise for 2025)
Did you miss any of our new features in 2024? Are you taking full advantage of the updates? Can you guess the favorite tools in the Planner?
Planning
Planning for Uncertainty: Why Roth Conversions Require Iteration, Not Perfection (It’s an Art, Not a Science)
Discover the opportunities and limits of modeling your Roth conversion opportunities and get 6 tips for doing better.
Aging Well
Cross Class Friendships: Why Having Friends with Money is a Good Thing for Long Term Wealth and Security
New research on cross class friendships is another data point on why we are better off when we mix across wealth, health, and age.
Financial Wellness
Inherited IRAs? Here is Your Guide to Strategizing Required Withdrawals from Your Account
Learn about distribution rules for inherited IRAs and learn how to strategize your distributions for your financial goals.
