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Episode 18 of the Boldin podcast is an interview with Annie Duke — a best selling author, public speaker and former world champion poker professional. We discus…
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All potential borrowers ask “when should I get a reverse mortgage?” While there is no one right answer, here are guidelines to help you figure it out…
Do you know your reverse mortgage facts? More and more people are becoming aware of reverse mortgage as an option for tapping their home’s equity. Maybe you hea…
Nate Lawrie was an All American at Yale and then played professional football for 8 years. After retirement from the NFL, he reinvented himself as an entreprene…
College costs can feel overwhelming — especially if you are trying to retire sometime soon (or even just save for a future retirement). How to fund college educ…
Review These Tried and True Ways to Save Money: In this article, we present five ways for you to save money. 1. Keep Track Of Your Accounts One of the easiest w…
Stocks that pay dividends can be enormously appealing to retirees. But what to do with those dividends can be confusing. Should you participate in a Dividend…
Episode 16 of the Boldin podcast is an interview with Michael Batnick — Director of Research at Ritholtz Wealth Management LLC and author of Big Mistakes. We di…
We at Boldin are happy to announce delivery of some of the most requested retirement planning features: a printable report and downloadable data. PlannerPlus su…
Is the retirement crisis real? Whether or not you yourself are suffering, financial anxiety is acutely felt by many Americans. Research from the Employee Benef…
Job satisfaction in the United States has been falling since the late 1980s. Across all economic and age levels, around 50 percent of all American workers are…
There are a lot of things that can potentially go wrong in retirement. Stocks could fall, inflation could skyrocket, high tides might flood your beach side ret…
According to a report by NerdWallet, in 2018 84% of people made financial resolutions. If you are among these planners, but haven’t quite achieved your goals,…
Episode 15 of the Boldin podcast is an interview with Kyle Taylor — founder of The Penny Hoarder — the fastest-growing private media company in the U.S. for the…
The stock market is enjoying a crazy long record setting expansion. By some measures, this is the longest bull market in the history of the United States. If t…
If you made it into the ranks of high income earners, you are probably going to be okay in retirement. If you are part of the working class, the news is not as…
The more things change, the more they stay the same. In response to privacy concerns about the old Medicare cards that included your Social Security number on…
Very few people are experts at managing their finances, planning retirement, building wealth, and ensuring a secure future. Effective money management is often…
Episode 14 of the Boldin podcast is an interview with Jim O’Shaughnessy – founder of O’Shaughnessy Asset Management. We discuss the investing lessons he’s learn…
Episode 13 of the Boldin podcast is an interview with Fritz Gilbert — founder of The Retirement Manifesto. Fritz discusses a “Fat FIRE” approach to retirement.…
Financial freedom. It sounds good. But what is it really? Is it freedom to buy new shoes on a whim? Splurge on fresh strawberries? Buy tickets to the Superbowl?…
Episode 12 of the Boldin podcast is an interview with Bruce Goldberg. Get the fascinating inside scoop on the real life of a former drug enforcement agent and h…
Often times, a reverse mortgage transaction involves refinancing an existing “forward” mortgage into a reverse mortgage. However, it’s also possible to refinanc…
Take financial wellness into your own hands and do it yourself retirement planning: easy, comprehensive, reliable.
