Family and Relationships
Is a 529 Plan Right for You? Tax and Estate Benefits Are Amplified for Certain Income Brackets
A 529 plan can be a tax advantaged way to fund education. However, the real benefits of these accounts are greater for some.
Financial Planning Blog & Retirement Resources
Aging Well
Advice from 2023 Graduation Speeches that Can Apply to Your Financial Goals
Graduation speeches offer great advice for a good life. And, you know what? The guidance can also be relevant to your finances and retirement.
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Financial Wellness
Why Buying a Home is a Smart Financial Decision if You Do it Responsibly
Buying a home could be among the smartest and most impactful things you do in life. Find out why and how to do it responsibly.
Financial Wellness
Saving is Not Enough: Why You Need to Invest
If you want to get ahead, you need to invest. Explore 6 reasons why investing is a critical factor for achieving financial goals.
Financial Wellness
Investing Basics: 14 Simple Strategies for Building Long-Term Wealth
Investing doesn’t need to be complicated. Here are 14 simple strategies to help you build long term wealth.
Retirement Planning
How Much Should You Save for Retirement? 6 Ways to Get Your Answer
You know you need to save, but let’s figure out how much to save for retirement. Hare 6 easy ways to figure out the right number for you.
Retirement Planning
Over Saving for Retirement: Advice from Real People Who May Have Saved Too Much
Over saving is by design by some and a mistake for others. Get advice for what to do if you think you are over saving from people who know.
Aging Well
Life Expectancy Drops in United States, but Not for Everyone
Statistically, Americans aren’t living as long as before. But, where you live, your wealth, your habits, and more impact your own life expectancy.
Budgeting & Spending
How to Get Out of Debt: 12 Ways to Reduce this Expense for a More Secure Future
Debt levels have climbed to an all time high. Reducing this financial burden is a very worthy goal. Not sure how to get out of debt? You have options. Use this…
Budgeting & Spending
Trying to Gain Financial Control? Here are 4 Straightforward Steps to Feeling Better About Your Money
You don’t need to feel overwhelmed by financial stress. Here are 4 straightforward steps to help you gain financial control.
Budgeting & Spending
14 Ways to Budget: Find the Best Method for Your Personality and Goals
Budgeting doesn’t have to be awful. We’ll help you find a way to budget that helps you with your financial goals and suits your personality.
Budgeting & Spending
Why Budgeting Matters: 8 Reasons to Adopt This Foundational Financial Habit
Why budget? Budgeting can improve your short-term and long-term finances as well as your emotional well being.
Earning
Work vs Retirement Decision Making: What Difference Does a Year or Two Really Make?
Deciding when to retire? Getting close to the date? Asking yourself what difference a year makes? Explore the financial and emotional considerations of 1 more y…
Financial Wellness
Want Future Financial Security? It’s All In Your Imagination (Actually)!
Want a secure retirement? It is not simply about following a financial plan. Imagining who you are going to be may be critical to your success.
Budgeting & Spending
What is a Recession?
What is a recession? The good news? Well, recession isn’t always so bad and you probably won’t know are in one until after it’s over.
Financial Advisors
Podcast 71: Eric Balchunas, Bloomberg’s ETF Guru, Discusses his Book, “The Bogle Effect”
Bloomberg’s Eric Balchunas discusses his new book (The Bogle Effect), ETFs, the future of financial advice, and more.
Family and Relationships
The Retirement Calculator for Married Couples (or Any Couple)
Retirement calculators designed for couples have special features to make results reliable and useful. Find out what you need.
Housing and Home Equity
Should You Secure a Home Equity Loan Before You Retire?
A home equity loan at retirement may seem counter intuitive. However, there are some compelling reasons to consider taking on this debt.
Budgeting & Spending
18 of the Most Important Lessons from Financial Independence Retire Early (FIRE) Influencers
Some people retire in their 20s and 30s. What’s the secret? Here are top lessons from the most popular financial independence influencers.
Lifestyle
Impact Investing Returns: Do Well — Financially and Socially — by Doing Good
Impact investing – sounds exciting, but should it be for retirement? Find out if it is a good idea to support a cause with retirement funds?
Retirement Jobs
Burned Out? Sabbaticals Are a Great Alternative to Quiet Quitting or Retiring Too Early
Are you sick and tired of work but aren’t ready for retirement? The sabbatical may be the right answer for your burnout.
Retirement Savings and Investments
How to Use the I.R.S. to Figure Out Safe Withdrawal Rates in Retirement
The Internal Revenue Service (I.R.S.) is not usually thought of as an institution that adds a lot of value to our lives — to the contrary in fact. However, a fe…
Aging Well
Age-Related Financial Vulnerability: Why Making Financial Decisions Might Be More Difficult as You Get Older
All kinds of things happen to our brains and bodies as part of the normal aging process. And while we might prefer to ignore getting old, sometimes it is useful…
Financial Wellness
Take Control of Your Financial Life: 28 Pieces of Real Advice from Real People for Real Wealth and Security
Here are 28 unique tips for how to take control of your finances — with varied advice for all kinds of people.
Aging Well
5 New Books with Surprising and Useful Ideas for Living Your Best Life
5 new books offer compelling arguments and strong evidence for surprising habits that will result in a healthier and happier life.
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Boldin Planner
Take financial wellness into your own hands and do it yourself retirement planning: easy, comprehensive, reliable.