Budgeting & Spending
24 Ways to Cut Costs for Retirement
Reducing expenses is a good way to deal with inflation. Here are 24 tips to make it a little easier to cut costs.
Articles by Kathleen Coxwell
Planning
Behavioral Finance: 16 Easy Ways to Outsmart Your Brain for More Wealth and Security
Behavioral finance can show you how to be happier, wealthier and achieve a better retirement. Explore 16 rules of thumb for a better future.
Budgeting & Spending
Average Retirement Spending: Will You Spend More or Less Once You Retire?
Average retirement spending for those over 65 is $48,872 a year. See average spending in specific categories and how to project your own needs.
Financial Wellness
32 Mostly Unbreakable Rules of Personal Finance
Managing money can seem complicated. Personal finance Rules make navigating your choices simpler.
Earning
New Features: More Accurate Ways to Model Your Paycheck Deductions and Employer Contributions to Savings
We have significantly improved your ability to model paycheck deductions and employer contributions to savings.
Earning
Nope. Most Retirees Don’t Want to Go Back to Work
Do retirees have an obligation to work? Are the benefits of a retirement job worth it? Many say no way.
Budgeting & Spending
9 Tips for Estimating Retirement Expenses: You Need to Get this Right!
If you want a secure retirement, you need to go about estimating retirement expenses. Get 9 great tips for succeeding at this difficult task.
Family and Relationships
Shack Up and Save? What Are the Financial Advantages and Disadvantages to Marriage Later in Life
More and more couples over the ages of 60 are favoring cohabitation over marriage. In fact, cohabitation among people over the age of 60 more than quadrupled b…
Financial Wellness
Best Financial and Retirement Articles from 2023
Top retirement articles covered averages, happiness, fears, regrets, and more related to achieving a secure future.
Earning
The Future of Work: Why Some Will Work for 60 Years or More and Why it Won’t Be Awful
Experts predict lifespans will increase to 100 years or more. Explore the past, present and future of retirement in light of increasing longevity.
Planning
Estimates for Your 2023 Data Are Now Available in the Boldin Retirement Planner
The Boldin Retirement Planner now shows an estimate for your 2023 year-end numbers. The 2023 values are available on all charts.
Estate Planning
Family and Money: 12 Tips for Discussing Finances and Retirement with Your Loved Ones
The holidays can be an important time to discuss finances with your family. Get tips for how to have a productive talk with those you love!
Budgeting & Spending
The 5 Best Financial Planning Tools Online: Go Beyond Budgeting
Whether you are interested in budgeting, monitoring your finances, or making better financial decisions, find a financial planning tool that fits your goals.
Retirement Planning
Are Alternative Investments a Good Idea for Your Retirement?
Should you consider alternative investments as part of your retirement asset allocation? Probably not, but it depends. Explore the pros and cons.
Aging Well
What Advice Would Your 80-Year-Old Self Offer to You Today?
Find out why putting yourself in the mindset of your 80-year-old self and hearing what they have to say is really important.
Planning
Roth Conversion Strategies: How to Model them in the Boldin Retirement Planner
Get a guided walk through of the new Roth functionality and get tips for making the most of the tool. Plus explore all the ways we help you make better decision…
Retirement Planning
Retirement Tips from Henry “Bud” Hebeler: A Model and Inspiration for Retirement Planning
Here are a 8 of the most important retirement and estate planning lessons from Bud Hebeler. They stand the test of time.
Aging Well
14 Secrets of Super Agers and Their Healthy Brains
What is a super ager and why do their brains stay so young? Learn more and get tips for maintaining your memory, thinking skills and vitality.
Insurance
9 Surprising (Sometimes Unsavory) Secrets About Long-Term Care, Medicaid, and Your Retirement
Here are 9 things you might not know about Medicaid and long term care, and the chances you’ll be on the program in retirement.
Social Security
6 Insider Tips for Getting the Most from Social Security
Mary Beth Franklin is a nationally recognized expert in Social Security. Get her 6 insider tips for getting the most from Social Security.
Financial Wellness
What is Your Money Personality Type? Will It Impact Your Financial Security?
Your money personality type can impact your retirement security. Find out which type(s) you are and learn how to use it to your advantage!
Financial Wellness
87 Thought Provoking Questions About Wealth: Understand Your Values and Attitudes About Money to Live Happier
Money is important. Take time to think about and answer questions about wealth. Explore your beliefs and attitudes. It can be transformative.
Planning
Retirement Planning Activities: Are You Doing More or Less than the Average Person?
Some people do a lot more retirement planning than others. Have you done more or less than the average?
Financial Advisors
AI and Your Money: What Are the Issues with Using Artificial Intelligence to Make Financial Decisions?
Can AI be trusted with your money? Let’s explore the role artificial intelligence may play in helping you with financial planning.
