There are a lot of questions about retirement savings and investments.
With regards to savings, you need to know: How much to save (did you know that some people save too much)? How much savings you will you need for retirement? Where should you save? Should you save pre-tax (traditional, SEP & Simple IRAs, 401ks, 403bs, 457s, 529s, HSAs, etc…) or after-tax (Roth IRAs and 401ks)? How do you find more money to save?
And, there are probably even more questions about investments: What should you invest in (stocks, bonds, real estate, funds)? How should your investments change over time? How do your financial values impact your investment strategy? What is the ideal asset allocation for you? What should you do when the market swings wildly?
See below for articles covering the answers to these questions and more.
Policy expert, Andrew Biggs, discusses the so called “retirement crisis” and shares his thoughts on the solvency of Medicare and Social Security.
People often worry about the wrong things. You might be watching the stock market, but other metrics are significantly more important to most.
Is a retirement bucket strategy right for you? Learn how to calculate your buckets and model them in your financial plan.
Summary In this episode of the Boldin Podcast, Steve Chen interviews Robert Brokamp, a CERTIFIED FINANCIAL PLANNER™ professional and key figure at the Motley Fo…
The Department of Labor is trying to enact a new rule designed to protect retirement savers. See if it will benefit you.
The best retirement investments depend entirely on you and your goals. Here are 18 great opportunities for you to consider. Read now!
Your brain is not necessarily set up in a way that makes it easy to plan a secure retirement. You have cognitive biases – faulty ways of thinking that are unfor…
When it comes to managing investments, there are two main philosophies: active investing and passive investing. You may be thinking, “Why opt for a passive inve…
Investment costs can be easily reduced without compromising returns. Follow these low cost investing guidelines.
Behavioral finance can show you how to be happier, wealthier and achieve a better retirement. Explore 16 rules of thumb for a better future.
Learn about the value of restricted stock units and how to use this compensation to your financial advantage.
We have significantly improved your ability to model paycheck deductions and employer contributions to savings.
Should you consider alternative investments as part of your retirement asset allocation? Probably not, but it depends. Explore the pros and cons.
Explore 9 important considerations when it comes to establishing, tracking, and managing a holistic investment strategy.
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!
Creating a retirement investment plan for after you retire is downright complicated. Explore 6 competing priorities and how to invest for long term wealth.
Explore bull market characteristics and what investors need to know to navigate these periods of market optimism.
William Sharpe has contributed significant brain power to solving for retirement security. Learn about the lockbox strategy and other ways to set up your retire…
Mastering the financial basics is doable by anyone at any age. Here is a simple guide. Steps to take at 20, 25, 45, or even 55 to get and stay on track to a sec…
A 529 plan can be a tax advantaged way to fund education. However, the real benefits of these accounts are greater for some.
If you want to get ahead, you need to invest. Explore 6 reasons why investing is a critical factor for achieving financial goals.
Investing doesn’t need to be complicated. Here are 14 simple strategies to help you build long term wealth.
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.
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.
Take financial wellness into your own hands and do it yourself retirement planning: easy, comprehensive, reliable.
