Financial Planning Blog & Retirement Resources

Need or Want to Work? Here Are Some of the Best Jobs for After Retirement

So, for either financial or personal reasons you might want to work after retirement or past the traditional retirement age of 65. Read below to get answers abo…

What to Do About a Reverse Mortgage After Death: Reverse Mortgage Heirs Responsibility

Managing all of the responsibilities of an estate after death can be incredibly stressful. If your family member had a reverse mortgage and you are the heir, it…

Low-Risk Investments: 14 Ways to Make Money in a Low Interest Rate Environment

Low-risk investments with a high reward are out there—you just need to know where to look. When you are retired, or near retirement, it is generally a good idea…

Podcast: Brooke Southall — The Past, Present & Future of Wealth Management

Episode 53 of the Boldin podcast is an interview with Brooke Southall — Founder and Principal Reporter of RIABiz.com — and discusses the past, present and futur…

Rethinking Where and What You Want to Call Home for Retirement

Morningstar The Long View Podcast: Steve Chen on ‘How Do You Deliver Lifetime Income?’

Podcast: Ben Carlson — Everything You Need to Know About Saving For Retirement

Episode 52 of the Boldin podcast is an interview with Ben Carlson — Director of Institutional Asset Management at Ritholtz Wealth Management — and discusses whe…

Who Owns Your Home When You Get A Reverse Mortgage?

Many folks think that getting a reverse mortgage means they are selling their home to a lender for a reduced value and that the lender gets the benefit of the f…

The New Reverse Mortgage: This is Not a Loan of Last Resort

Reverse mortgages have been commonly viewed as a last resort that should be avoided like the plague. This false “loan of last resort” reputation reduces reverse…

Podcast: Melissa Fredette — Financial Independence via Real Estate

Steve:           Welcome to The Boldin Podcast. Today we will be talking with Melissa Fredette, the former president of postgraduate programs at Hult Internatio…

The Safer Stronger Reverse Mortgage

Reverse mortgages were originally designed and still aim to help seniors in need. However, reverse mortgages in 2021 are safer, stronger and better than ever be…

Bad News that Will Be Really Good Economic News in Today’s Topsy Turvy Times

As you look for signs of recovery from the economic turmoil of the pandemic, you’ll want to keep your eye on a few economic indicators that are usually seen as…

Long Term Care: Avoid the Pike Syndrome, Look the Problem in the Face and Make a Plan

Model the impact of your long term care decisions using the Boldin Retirement Planner.

Is Long Term Care Insurance Worth It? Explore the Pros and Cons

What is a Self Directed IRA? Is it a Good Idea for Retirement Savings?

What Is a Self-Directed IRA? A Self Directed IRA is a type Individual Retirement Account (IRA)  that allows you to invest in a really wide variety of alternativ…

Podcast: Dana Anspach — Retirement Income Planning

The 50th Boldin podcast! This time, Steve Chen is joined by guest Dana Anspach — Certified Financial Planner™, author, and the founder of Sensible Money — and d…

Average Retirement Debt: Older Americans Have More Debt than Ever Before!

One of the greatest threats to retirement today may not be saving too little, but owing too much. According to the Federal Reserve Bank, Boomers (Americans born…

Podcast: Ashley Whillans — Time Smart

Episode 49 of the Boldin podcast is an interview with Ashley Whillans — assistant professor at Harvard Business School and author of Time Smart: How to Reclaim…

How a Biden Presidency Might Affect Your Retirement

Joe Biden is now President elect. There are several ways a Biden presidency might affect your retirement, including lower tax benefits on 401(k) accounts and mo…

How Many Types of Reverse Mortgages Are There?

Reverse mortgages are often talked about as a means to increase cash flow by tapping into home equity in retirement. But have you heard the full story? Do you k…

Does Working with a Financial Planner Boost Financial Confidence?

Most people approaching retirement have doubts and worries about financial security. Research suggests that taking steps to organize your finances, project your…

10 Resources and Web Sites for Reliable Retirement Information

Can you retire without consulting a financial advisor or some kind of retirement professional? Of course. The question is, do you have good resources for reliab…

What Are the Effects of Low Interest Rates on Your Retirement?

You may have seen the news: Interest rates in the United States are at historic lows. That sounds great. But is it really? What are the effects of low interest…

The Big 4 Benefits of a Reverse Mortgage!

Reverse mortgages actually have 4 big benefits, all helping you with retirement! How to Get the Best Reverse Mortgage Loan Amount Getting a mortgage is one of t…