Financial Wellness
Trick or Treat? 13 Terribly Frightening (Or Not, if You Are Prepared) Retirement Facts
If you’re near retirement age, then perhaps what scares you more than spiders and goblins is your financial future.
Financial Planning Blog & Retirement Resources
Financial Wellness
Surviving the Financial Vortex: 5 Ways to Find Calm in the Swirl of Competing Financial Priorities
Feeling overwhelmed by a swirl of competing priorities in midlife and beyond? Here are easy-ish ways to calm your financial vortex.
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Financial Wellness
Radical Optimism as a Financial Strategy: 7 Ways to Optimize for Greater Wealth and Well Being
Discover how radical optimism can reshape your personal finance approach—from embracing uncertainty to anticipating the future—and unlock sustainable wealth and…
Aging Well
How to Deal with Dementia or Alzheimer’s: 5 Financial Planning Steps to Take Now
Click here for 5 simple financial planning steps that can help or a loved one plan for the financial stress of dementia or Alzheimer’s.
Financial Wellness
Boldin Selected as Top Innovator by the World Economic Forum through UpLink
Boldin has been named as a Top Innovator in the Prospering in Longevity Challenge by UpLink, the open innovation platform of the World Economic Forum. Learn mo…
Happy Retirement
How to Boost 4 Different Happiness Hormones and Reduce Stress through Financial Planning
Did you know that financial planning is an excellent way to boost happiness hormones? (In addition to ensuring a secure future!) Find out how!
Financial Wellness
7 Steps to Take When Your Medical Insurance Claim is Denied
Forty percent of insurance claim appeals are successful. It is definitely worth asking questions and fighting claim denials. Learn about the right steps to take…
Financial Wellness
Shhhh: Hush Noise (It’s Different than Bias) for Better Financial Decision Making
Lessons from Nobel Prize winner Daniel Kahneman’s book “Noise” can help you make better financial decisions. Find out how.
Retirement Planning
7 Ways You May Be Leaving Money on the Table When You Retire
A secure retirement is hard to achieve – especially if you are leaving money on the table. Here are 7 tips to increase wealth.
Planning
14 Myths About Becoming a Millionaire (Including that It Isn’t Too Late Even After Retirement)
For many, becoming a millionaire is a desirable (and useful) milestone. Here are 14 myths about millionaires and some tips for how to become one at any age.
Retirement Planning
The Transition to Retirement: 11 Exceptional Tips for the Average Joe or Jane
Boomers were never average. However, here are 11 exceptional tips for the transition to retirement that apply to us all. Read now…
Aging Well
Counting Down the Days to Retirement? 8 Ideas for How to Thrive as You Wait for the Big Day
Heading into retirement can be a difficult in-between-time. Here are 8 ideas for how to thrive as you navigate the transition.
Financial Wellness
How to Save More Money: 23 Smart and Mostly Easy Ways to Boost Your Savings
Don’t think you could possibly save more money for retirement? These tips will help you shift your mindset for a secure and happy future. Read now!
Podcast
Podcast 84: Intentional Retirement Living with Fritz Gilbert
Fritz, who has been retired for 6 years, discusses his journey to retirement and the importance of purpose, planning, and health.
Uncategorized
Meet Members of the Boldin Team, Learn About their Boldest Life Decisions, and Explore What Being Bold Really Means
See the definition of bold. And, hear from the Boldin team about what being bold in life means. Explore the impact of bold decision making.
Financial Wellness
Learned Helplessness: Is it Impacting Your Wealth? See How to Do (and Feel) Better
Learned helplessness can sneak up on you and impact your ability to make the good financial decisions. Learn how to spot and overcome it.
Retirement Savings and Investments
How Making a Qualified Charitable Distribution (QCD) Can Save You Tax Money
QCDs are a way to help great causes and those in need, but they are also a way to manage your tax exposure and avoid unpleasant surprises.
Planning
The Top 9 Articles You Missed While on Summer Vacation
Did you have a great Summer? While you were off having fun you might have missed some useful articles. Here are the most popular posts form the last few months.
Retirement Income
How to Decide the Order of Accounts for Retirement Withdrawals: Traditional vs. Other Options
Evaluate the pros and cons of different orders of accounts for withdrawals. See how to make smart decisions about your choices.
Planning
NewRetirement Is Now Boldin!
NewRetirement is now Boldin, your financial confidence platform. Find out why we changed our name.
Retirement Income
Retirement Withdrawal Rate: How to Make Sure Your Savings Last as Long as You Need Them to
Learn about the ideal withdrawal rate and the 4% rule. Plus, understand a more personalized approach to retirement withdrawals.
Retirement Planning
7 Simple Tips for How to Invest for Retirement
Knowing how to invest for retirement can be complicated and it is not an innate skill. However, you can do it with these 7 simple tips.
Financial Wellness
10 Personal Finance Fads That Are Totally Buzzing Right Now (And What You Need to Know)
Both good and crazy ideas abound on social media, even in the realm of personal finance. Below are 10 personal finance trends that have become wildly popular. M…
Aging Well
What Do You Need to Do in Your 20s, 30s & 40s, and 50s & 60s to Protect Your Financial Well-Being from the Possibility of Chronic Disease
No matter your current health status, safeguarding your finances against chronic disease is a critical aspect of securing your future.
Aging Well
The Ultimate Guide to the Best Places to Retire: 20+ Lists, Quizzes, and Tips for Making the Best Relocation Decision for You
We all love reading lists of the best places to retire. They interest us, peak our wanderlust and they make us think about what is possible in retirement. Howe…
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