Financial Planning Blog & Retirement Resources

Considering a Relocation? There Can Be Surprising Benefits to Moving

Relocation may have surprising emotional benefits. However, most people want to stay put. Explore pros and cons of moving for retirement (or anytime).

Is a Retirement Bucket Strategy Right for You and Your Money? (And, How to Calculate)

Is a retirement bucket strategy right for you? Learn how to calculate your buckets and model them in your financial plan.

Understanding How Concepts of Time Impact Your Financial Plans

In the realm of financial planning, numbers and calculations often take center stage, overshadowing the profound influence of time on our decisions. However, th…

Podcast 79: Wealth & Wisdom with Robert Brokamp

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…

Stagflation: When Inflation Meets Stagnation and What to Do About It

First, before reading this article, know that there are solutions to every economic problem – at both the personal and macro economic level. So, even though the…

New Fiduciary Rule from Federal Government is Designed to Protect You During Retirement Plan Rollovers

The Department of Labor is trying to enact a new rule designed to protect retirement savers. See if it will benefit you.

Why is Your Property Insurance So High? 10 Ways to Lower the Cost

Explore the 3 main reasons why your property insurance is so high and discover ways to reduce your expenditure.

How the Wealthy Spend Money Differently from Everyone Else

How are the spending habits of the wealthy different from yours? Get insights into wealth accumulation and financial success.

14 Alarming Secrets About Americans’ Personal Finances

All is not as it seems when it comes to the average American’s financial health. A wealthy facade often obscures real financial secrets and struggles.

Podcast 78: Dr. Jordan Hutchison on the Future of Financial Planning, Financial Education, and Flow States

Hear thoughts on the impact of technology, psychology and fee models on planning plus insights into how flow states are good for work and retirement life.

The Best Investments to Achieve Your Retirement Goals

The best retirement investments depend entirely on you and your goals. Here are 18 great opportunities for you to consider. Read now!

9 Ways to Overcome the Terror of Spending Your Retirement Savings

Uneasy about watching that retirement nest egg get smaller month after month? Don’t worry. Use these 9 tips to overcome your fear of retirement spending.

Secure the the Life You Want: 7 Questions To Ask Before Retirement (It’s Not Just About Savings)

Being prepared for retirement means a lot more than having adequate savings. Here are 7 questions to ask yourself.

What’s Your Why? How to Set Life Goals and Create a Financial Plan for Achieving Them

Is your long-term financial goal all about your money? You are missing the point. Learn to consider your why, what’s important to you.

What savers often miss about retirement 

Do you feel too poor to get financial advice? Here’s how to find help

Why ‘Holistic’ Retirement Might Be a Better option for People with Low Savings

Stephen Chen completes $20 million raise; RIAs have found a niche use for his consumer-facing software — never mind all those subscribers and enterprises

Podcast 77: Rising Above the Money Fog with Mikelann Valterra

Hear from coach Mikelann Valterra about the “money fog,” making better decisions, female-specific financial challenges, money personality types, and more.

Financial Spring Cleaning: 10 Ways to Spruce Up Your Finances

Take a look at 10 things to do now for a financial “spring cleaning.” Ensure your financial plan is on track for the new season.

What You Need to Know About Social Security and Taxes

Yes. You might pay taxes on Social Security. Learn what to expect (federal, state and work penalties) and explore ways to reduce the expense.

Behavioral Finance: 16 Easy Ways to Outsmart Your Brain for More Wealth and Security

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…

Making Sense of Financial Jargon: 15 Key Financial Terms to Know to Plan a Successful Future

As the New Year begins, it always feels like an opportune time to reassess your personal finances. If you’re wanting to take a comprehensive look at your financ…

Passive Investing: 6 Advantages to the Hands-Off Approach

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…