Financial Planning Blog & Retirement Resources

Retirement Survival Pack: Don’t Leave Work Without It!

Retirement can be hard. Sure, some people slide right into it with no problem at all.  Others are bored at best and depressed at worst. It is not the financial…

Is Age Discrimination a Threat to Your Retirement Plan?

The growing population of older Americans, and a lower propensity for retiring early, seems to create a bit of a problem for some employers. Although discrimina…

Family and Money: Tips for Discussing Finances and Retirement with Your Loved Ones

The holidays can be an important time to discuss finances with your family. Get tips for how to have a productive talk with those you love!

How and Why to Pass on Financial Values to Your Heirs

You worked and saved for years, you can now can sit back satisfied with a job well done and enjoy some leisure. However, are you planning on leaving something t…

10 Reasons Why Talking About Money Can Give You a Better Future

It’s taboo. It’s not polite. It’s personal. These are all things you’ve probably heard when it comes to talking about money. Keeping your lips sealed about your…

Do You Really Care About Your Wife? (Social Security Survivor Benefits Suggest Otherwise)

An important study from the Boston College Center for Retirement Research has found that husbands ignore (maybe overlook or under think) their wife’s retirement…

Podcast: Doug Nordman — Military Retirement Benefits

Episode 30 of the Boldin podcast is an interview with Doug Nordman — author and founder of The Military Guide — and discusses what life is like being financiall…

Planning for Long Term Care: An Important Part of Being Prepared for Retirement

Dementia. Stroke. Alzheimer’s disease. The prevalence of these health events is a big reason why you need to make planning for long term care an important part…

Podcast: Brian Bollinger — Simply Safe Dividends

Episode 29 of the Boldin podcast is an interview with Brian Bollinger, an entrepreneur and founder of Simply Safe Dividends — a company dedicated to dividend in…

Stoic Wisdom: 6 Key Insights to Make You Happier Today and Wealthier in the Future

There is surprising buzz around Stoicism, an ancient Greek philosophy. See how Stoic wisdom can help you achieve financial wellness.

Prepare for Life After Retirement: 5 Ways to Find Meaning and Purpose for this Stage of Life

We want a happy, stress-free life after retirement. However, many of us also want a meaningful life. Find out how to plan for a meaningful retirement.

Podcast: Gary Danoff on Work, Purpose, and Cross Generational Planning & Literacy

Steve and Gary dive into the importance of financial literacy and how AI may impact society, especially the well being of young people.

What is Another Word for Retirement? There Has Got to Be Something Better!

We really need another word for retirement. We are not withdrawing. Most of us aren’t even stopping work! Here are some alternatives. What do you suggest?

Paying Off a Debt? First Celebrate then Do This…

Whether it is a credit card, car loan or the holy grail of all debts — your mortgage, paying off debt and eliminating monthly payments is a really big deal. Whe…

Charitable Giving in Retirement: 4 Questions to Ask

Why Money Is The Last Thing You Need To Think About As You Approach Retirement

What is a Health Savings Account (HSA)? And, Why It’s a Great Retirement Savings Option

What is a Health Savings Account? Explore 4 ways it saves you money and why you might want to use one for retirement savings.

Overcome These 9 Big Financial Planning Mistakes (You Have Never Seen a List Like This Before)

Very few people are experts at managing their finances, planning retirement, building wealth, and ensuring a secure future. Effective money management is often…

The 22 Most Foolish Financial Decisions Ever Made

Recently online, individual Boldin subscribers were discussing the most foolish financial decisions they had ever made. The conversations were interesting in th…

19 Powerful Insights Gained by Creating a Retirement Plan

Recently on the Boldin Facebook group, we asked, “What is one insight you gained by going through the process of creating a retirement plan?” It is clear from t…

Are You Saving Too Much for Retirement? (It’s More Common than You Might Think)

We hear a lot of horror stories these days about people saving too little, but the fact is that some people are actually saving too much for retirement. It is p…

5–10 Years from Retirement? Get Ahead With These 15 Tips!

On your marks, get set… RETIRE! If you are in your 50s or 60s, you are probably about 10 years from retirement (give or take). Maybe you are even just a year fr…

8 Topics to Tackle If You Want to Survive Retirement With Your Spouse

Before you got married, you probably discussed where you wanted to live, whether or not you would have kids, and your general hopes for the future. Before you b…

How to Retire Like an Adult: A 10-Point Checklist

If you are in your 50s or 60s, you are probably hoping to find the fountain of youth. However, when you plan your golden years it is best to retire like an adul…