Planning
Forced Retirement? 6 Easy Steps to Regain Control and Secure Your Future
Early retirement is the dream. But, it can also an unfortunate reality for many. Worried about a forced retirement? Here is a 6 step plan.
Explore content
Retirement Planning
How to Retire Early? A 30 Step Checklist for Gaining Financial Freedom
How to retire early? Get this 30-step checklist—covering everything from how much you need to how to be ready emotionally.
Planning
Early Retirement Tips: 28 Strategies, Tricks, and Insider Info from People Who Left Work Behind
Get early retirement tips and tricks from people who successfully retired in their 40s and 50s and are thriving now.
Planning
Podcast 96: How Not to Invest – Avoiding Big Money Mistakes with Barry Ritholtz
Steve Chen and Barry Ritholtz discuss his new book, How Not to Invest, the tech’s role in finance, and how to build smarter portfolios.
Planning
Right Capital Alternatives: RightCapital vs. Boldin and Other Tools
Find great Right Capital alternatives. Explore Boldin vs. Right Capital and dozens of other financial planning software options.
Planning
Real Life Planning: Can You Start Saving for Retirement at 50 (or Later) and Comfortably Retire at 62? (Yes!)
It is not too late! Meet the Thompsons (retired now) and see how they started saving for retirement at 55. Plus, seven steps to get you to retirement in your ea…
Financial Wellness
Thinking of Retiring and Worried You Aren’t Ready? It’s Time to Change Your Perspective
Thinking of retiring? A shift in perspective could be all you need to make it possible. Explore 14 tips to help you change your approach.
Happy Retirement
8 of the Most Popular (and Inspiring) Reasons Why People Retire Young
Want to retire young? Get inspired by these 8 popular reasons given by people who successfully retired in their 30s, 40s, and 50s.
Financial Advisors
Retirement Planning is Complex: Get a Set of Expert Eyes – a Coach or Advisor – on Your Future!
Craving reassurance? Explore Boldin’s live support options: from professional financial advice to classes and coaching sessions.
Retirement Planning
How to Retire in 10 Years (Or less): 17 Things to Do Within 10 Years of Retirement
As a pre retiree in your 50s or 60s you are probably 5-10 years from retirement. Here are 17 things you need to do NOW for a secure future.
Planning
Simple Retirement Planning: An Easy 4 Step Framework for Getting to the Future You Want
Let us help you with simple retirement planning: Use this 4 step framework. No jargon, just a useful progression to the future you want.
Happy Retirement
Life Transitions: An Expert Guide to Thriving During And After Big Transitions (Like Graduation or Retirement)
Here are 8 key insights on life transitions. Use the tips to make retirement and other big changes in your life efficient and happy.
Financial Wellness
Market Volatility: What Percentage of Boldin Users Feel Prepared? Plus, Critical Actions to Take in Uncertain Times (Prepared or Not)
Boldin users are resilient. Find out what percentage feel prepared for market volatility. And, explore what to do in these uncertain times.
Planning
A Quick Video Tour of the Boldin Planner (Get Started Series 1)
Get a quick video tour of the Boldin Planner. See how to set up your plan and discover opportunities to improve your future.
Happy Retirement
Am I Ready to Retire? 8 Unexpected Skills You Need for a Happy Secure Future
If you are asking, “Am I ready to retire?” Here is some good news: you don’t necessarily need $1 million dollars for a successful retirement. So, what you do ne…
Planning
How to Retire Like an Adult: An 11-Point Checklist for Responsible Freedom
To retire like an adult, you need a responsible and dependable retirement plan. Use this 11 point checklist to see if your future is secure.
Financial Wellness
Economic Uncertainty: 10 Ways to Improve Your Financial Well-Being When the World Feels Chaotic
Uncertainty. Fear. Confusion. Your worries might seem unmanageable, but there’s a lot you can do to improve financial well being right now. Get started!
Aging Well
The Key to a Happier Retirement? Lower (More Realistic) Expectations
Psychological research strongly suggests that realistic expectations can increase retirement happiness (and financial security too).
Financial Wellness
Checkmate Your Money: How Winning Strategies from Your Favorite Games Can Improve Wealth & Security
Discover the key strategies to win at 9 popular games and how these lessons apply to building wealth and financial security.
Housing and Home Equity
4 Arguments for Retaining Your Mortgage in Retirement
You might be surprised to learn that paying off your mortgage may not be the right financial decision. Even if it is the right emotional choice.
Retirement Income
Worried About Running Out of Money? Consider the 1-2 Punch Approach to Retirement Income
You are probably worried about running out of money in retirement. Use this simple two-phase approach to significantly reduce your risk.
Estate Planning
17 Powerful Tips for Retiring Alone (Or, If You Become a Solo Senior During Retirement)
Whether by choice or circumstances, there are some challenges to retiring alone. Here are 17 tips for a secure, happy and single retirement.
Family and Relationships
Retirement for Couples: 10 Essential Planning Conversations for a Happily Ever After
Retirement for couples: Cover these 10 topics to survive retirement with your spouse. Communication is key, especially when it comes to money.
Planning
Economic Indicators: 22 Data Points to Consider as You Try to Predict the Future
No one has a crystal ball, but leading economic indicators as well as unusual and personal economic indicators can help you assess the future and assist in fina…
