Retirement Income
Pros and Cons of a Target-Date Fund
A retirement target-date fund is a professionally-managed mutual fund that is strategically reallocated over time to achieve both growth and security for your…
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Retirement Income
5 Steps for Defining Your Retirement Drawdown Strategy
If you’re reading this, you’re likely someone who: saves money, has built up some assets, and is starting to think about how to create a retirement drawdown str…
Retirement Income
Retirement 101: What is Fixed Income?
The term “fixed income” can be confusing. Many adults of all ages have a reasonably steady income, whether from a salaried work position or dependable work at a…
Retirement Income
How to Build a Retirement Income Plan
“The most important thing you can do for your retirement is have a plan, specifically a retirement income plan. A plan covers far more than what investments to…
Pensions
Lump Sum vs. Pension: What is the Better Option?
A very common question from pension recipients is: “Our employer gives us a choice of either a pension or a lump sum when we retire. What is the better choice f…
Annuities
Podcast: Glen Nakamoto — Building a Retirement Paycheck
Episode 41 of the Boldin podcast is an interview with Glen Nakamoto — retired cyber security analyst and financial planning enthusiast. They discuss how Glen bu…
Earning
How Much is Enough? How to Know if You Are Earning or Saving for Optimal Happiness
Everyone wants to know how much is enough. Here are 10 ways to find out how much savings or income is needed for happiness.
Budgeting & Spending
The Retirement Switcheroo: 6 Tips to Flip Your Mindset from Saving to Efficient Spending!
Retirement is a big deal and a huge life change. You have a whole new lifestyle and need a very different way of thinking about your money. In fact, your financ…
Financial Advisors
9 Powerful Insights from the Retirement Income Summit
Earlier this week I traveled to Chicago to attend the Retirement Income Summit — a financial advisor industry conference focused on the latest ideas about how t…
