Retirement Planning
Be Happy: 10 Ways to Worry Less About Your Retirement
Don’t worry, be happy… about your retirement. The last few months have been an emotional rollercoaster for many people, and you may be feeling constantly stress…
Financial Planning Blog & Retirement Resources
Retirement Planning
How Much Should I Save for Retirement? Average Retirement Savings Rates for Every Age
Keeping your retirement savings on track helps you meet your retirement goals. That seems like a very simple concept, and in a way it is. But living with that plan every day isn’t quite so simple. Knowing how much one should save for retire…
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Family and Relationships
Podcast: Cameron Huddleston — Mom and Dad, We Need to Talk
Episode 28 of the Boldin podcast is an interview with Cameron Huddleston, an award winning personal finance journalist and author, about her experience planning…
Retirement Savings and Investments
You Might Have Less in Your Retirement Account than You Think You Have!
I hate to be the bearer of bad news, but you might have less in your retirement account than you think you have! At least the worth to you might be less than yo…
Annuities
Gimme Shelter: Why Are the Rolling Stones Hawking Annuities?
The sole sponsor for the Rolling Stones’ US Tour 2019 is the Alliance for Lifetime Income, an advocacy organization whose purpose is to help Americans address t…
Earning
How Much is Enough? How to Know if You Are Earning or Saving for Optimal Happiness
Everyone wants to know how much is enough. Here are 10 ways to find out how much savings or income is needed for happiness.
Financial Wellness
Money Dysmorphia: How to Trade Uncertainty with Financial Confidence
The numbers of people experiencing money dysmorphia are rising. Find out about this condition and what to do about it.
Value Your Time
10 Big Financial Planning Myths: What Are You Getting Wrong About Retirement?
There is a lot of confusion about financial planning. Here are 18 of the biggest misconceptions.
Happy Retirement
Hurry! Life After Retirement is Going to Be Great (Assuming You Are Truly Ready)
Run don’t walk toward life after retirement. Research says it will be the best time of your life. Explore 8 tips to get ready to retire now!
Financial Wellness
Where to Turn in Times of Financial Stress: 10 Ideas for Feeling More Confident About Your Money
Your personal financial situation and external financial pressures can cause stress and we all need support sometimes. Here are 12 ideas for where to turn when…
Happy Retirement
How to Start a Retirement Planning Group or Club: Plan for a Happier Wealthier Future, Together
Having a group to discuss your finances with can be a source of calm, inspiration, know-how, and fun. Learn about starting a retirement planning club.
Happy Retirement
The Ultimate Guide to the Best Places to Retire: 20+ Lists, Quizzes, and Tips for Making the Best Relocation Decision for You
The ultimate guide to retirement relocation: 20 best places to retire lists, calculators, and tips to help you find your ideal locale.
Financial Wellness
Podcast 83: Financing the Future, Tim Ranzetta on Educating and Empowering the Next Generation
Hear Tim Ranzetta, discuss the importance of financial education starting in high school and how it is becoming part of the standard curriculum.
Value Your Time
Financial Mapping: A Retirement Plan Is Like a Navigation System for Your Money and Time
Financial mapping, creating a roadmap for your money can help you with better financial habits, decisions and outcomes. It’s GPS for your finances.
Retirement Savings and Investments
Passive Investing: 6 Advantages to the Hands-Off Approach
Learn about passive investing and explore why the approach is more cost efficient and produces better outcomes than active management.
Financial Wellness
The Best Retirement Investments: 10 Important Ways to Invest that Are NOT Financial
Investing in yourself doesn’t need to involve money. In fact, many of the best retirement investments do not involve greenbacks at all. Instead, they are invest…
Financial Wellness
Podcast 79: Wealth & Wisdom with Robert Brokamp
Get valuable insights on retirement, purpose, and investing from Robert Brokamp, CFP, author, and a senior advisor at Motley Fool.
Financial Wellness
Your Money Over Time: The Critical Differences Between Today’s and Future Dollars
Explore the differences between financial projections in today’s dollars vs. future dollars. See which matters and why.
Financial Wellness
Midlife Stress: Understanding the U-Curve of Happiness and How to Feel (and Do) Better
Kids, retirement, and aging parents – midlife brings a lot of competing priorities. Here are 8 things you can do to overcome feelings of financial stress.
Financial Wellness
The 10 Best TED Talks on Money, Retirement, and Aging to Help You Have a Better Future
Want a short cut to a wealthy and happy retirement? These 23 Best TED Talks can help you feel inspired, be smarter and have a better future.
Retirement Planning
The SECURE Act: Will Retirement Get Easier?
The House of Representatives’ Setting Every Community Up for Retirement Enhancement (SECURE) Act and a similar bill in the Senate, the Retirement Enhancement an…
Retirement Savings and Investments
Retirement Investments for Dummies: Get the Answers You Need to Rest Easy
Sorry. You probably are not a dummy about everything. But, research suggests that almost 80 percent of all Americans have a very low financial IQ (What’s yours?…
Podcast
Podcast: Jim McCarthy — A Simple Guide to Happiness
Episode 27 of the Boldin podcast is an interview with Jim McCarthy who’s a TEDx speaker, Stanford MBA and best-selling author. Jim had a complete life reset aft…
Happy Retirement
Great Retirement Advice from the Best Graduation Speeches
Graduation and retirement are arguably the two biggest life transitions anyone will ever experience. With both rites of passage, everything about your daily ex…
Retirement Planning
Do You Need Life Insurance in Retirement?
A frequent question among those nearing and in retirement is: Do I need life insurance for retirement? The answer, like most financial planning related question…
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