Kathleen Coxwell

401(k) Fees: Get to Know What You Pay and Reduce the Expense

Many of us are oblivious to the fees, but almost everyone with a 401(k) pays them. Get 7 ideas for reducing costs to greatly increase wealth.

The Older You Are, The Greater Your Reverse Mortgage Benefits

Jumbo Reverse Mortgage and Proprietary Reverse Mortgage Loans

If you interested in getting money out of your home and your home is worth more than the average, you should know about the jumbo reverse mortgage.

Is a Tiny House the Big Solution for Your Retirement Plan?

Six reasons tiny homes are increasingly popular for retirement and how to see if it is a good option for you.

5 Ways to Save for Retirement on a Limited Income

Planning for retirement isn’t a luxury that only the wealthy can afford. In fact, the less we earn the more important our retirement savings becomes to our futu…

Retirement Financial Planning: 5 Ways to Fix Your Retirement Financials

Three in four middle-class Americans will eventually run out of money during retirement, research shows. And when nursing home and home health care costs are fa…

Focus on Health Not Wealth for a Happy Retirement

For many of today’s retirees, health is the most important ingredient for a happy retirement. You might say that they value good health over financial security.…

Retirement Planning: How to Invest Money from an Inheritance

Over their lifetimes, baby boomers are estimated to receive inheritances totaling $8.4 trillion — undoubtedly leaving this generation with the question: What sh…

Expert Interview Series: Multi-Generational Households in Retirement

Have you ever considered living in a multi-generational home? According to the U.S. Census Bureau, a multi-generational family is defined as “those consisting o…

7 Ways to Boost Savings, Retire Early

Saving for retirement sometimes takes a bit of creativity. This is especially true if you’ve spent some time with a devil-may-care attitude and are just now get…

How to Plan Your Retirement: Financial Planning for the Future You Want

It doesn’t matter if you’re just starting out or getting a late start with financial planning for retirement. All of it can look confusing before you have a pla…

Monte Carlo Simulations: A Sophisticated Way to Predict Your Chance of Financial Success

Hear Monte Carlo simulations and think gambling? Nope. Learn how this mathematical formula can be used to predict your financial future.

Is it Time to Sell Your Home? Will it Help You Get the Retirement You Want?

Your home is an important part of your retirement lifestyle and finances. With housing prices at record highs, is it time to sell?

Announcing a New Boldin Logo to Better Reflect Our Commitment to Personalized Planning

Our new logo reflects our mission to help you achieve financial clarity and create a personalized path to the future that you want.

Financial Wisdom from Jack Brennan, Former CEO of Vanguard

Get great investing and planning tips directly from Jack Brennan, former CEO of Vanguard (the handpicked successor to Jack Bogle).

Charitable Giving in Retirement: 4 Questions to Ask

For many of us, the desire to engage in charitable giving — giving  to our family, communities or world — only grows as we age. And there may be good reason tha…

When Can I Retire?

When can I retire? It’s a question you probably ask weekly or monthly, if not daily. The problem is that there is no one “right” answer. There are a variety of…

Inflation Risk: Should You Be Worried About Inflation and Your Retirement?

What is your inflation risk? (It just went up.) Here are 8 ways to protect your retirement finances from rising inflation. Read now…

How to Prepare for the Possible Upcoming Federal Tax Changes

Explore the proposed tax increases on the wealthy and find out what to do about it if you might be at risk of a higher tax burden.

The Retirement Calculator for Married Couples

Retirement planning is complicated. Retirement planning when you are married – or part of any kind of committed couple – is doubly complicated. If you are marri…

Empty Nest? Why It’s a Great Time to Fill Up Your Retirement Nest Egg!

As you prepare for children to fly the coop, it is worthwhile to consider what type of empty nest parent you might be. Are you: Super proud that they are settin…

Reverse Mortgages and Repairs to Your Home: What You Need to Know

One of the biggest draws for reverse mortgages is their ability to help older adults remain in their homes, while also providing them with some additional cash…

What Are the Best Retirement Forums and Early Retirement Forums?

Online retirement forums are great options for discussing money and getting answers to financial planning questions.

Retired Athletes: 20 Valuable Lessons from their Financial Victories and Agonizing Defeats

Retired athletes too often face financial ruin. According to authoritative reporting by Sports Illustrated, approximately 78 percent of NFL players either go ba…