Financial Wellness
Best Financial and Retirement Articles from 2023
Top retirement articles covered averages, happiness, fears, regrets, and more related to achieving a secure future.
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Planning
Estimates for Your 2023 Data Are Now Available in the Boldin Retirement Planner
The Boldin Retirement Planner now shows an estimate for your 2023 year-end numbers. The 2023 values are available on all charts.
Budgeting & Spending
The 5 Best Financial Planning Tools Online: Go Beyond Budgeting
Whether you are interested in budgeting, monitoring your finances, or making better financial decisions, find a financial planning tool that fits your goals.
Retirement Planning
Are Alternative Investments a Good Idea for Your Retirement?
Should you consider alternative investments as part of your retirement asset allocation? Probably not, but it depends. Explore the pros and cons.
Aging Well
What Advice Would Your 80-Year-Old Self Offer to You Today?
Find out why putting yourself in the mindset of your 80-year-old self and hearing what they have to say is really important.
Planning
Roth Conversion Strategies: How to Model them in the Boldin Retirement Planner
Get a guided walk through of the new Roth functionality and get tips for making the most of the tool. Plus explore all the ways we help you make better decision…
Retirement Planning
Retirement Tips from Henry “Bud” Hebeler: A Model and Inspiration for Retirement Planning
Here are a 8 of the most important retirement and estate planning lessons from Bud Hebeler. They stand the test of time.
Social Security
6 Insider Tips for Getting the Most from Social Security
Mary Beth Franklin is a nationally recognized expert in Social Security. Get her 6 insider tips for getting the most from Social Security.
Financial Wellness
What is Your Money Personality Type? Will It Impact Your Financial Security?
Your money personality type can impact your retirement security. Find out which type(s) you are and learn how to use it to your advantage!
Planning
Retirement Planning Activities: Are You Doing More or Less than the Average Person?
Some people do a lot more retirement planning than others. Have you done more or less than the average?
Financial Wellness
Expert Smackdown: What’s the Best Source of Information to Help You Make Great Financial Decisions?
Should you go by gut? Listen to a guru? Use tools? Pay an advisor or coach? Explore what the experts say about who to listen to when making a financial decision…
Retirement Planning
When Can I Retire? 21 Questions to Help You Find the Right Time
There is no one right way to decide when can i retire. Use these questions to figure out when is right for you.
Happy Retirement
41 Retirement Party Ideas: Retirement is a Big Deal, Commemorate and Celebrate the Occasion!
Celebrate retirement with a retirement party. Ideas for who to invite, when and where to party, speech ideas, and other ideas & fun stuff.
Retirement Planning
98 Tips for a Healthy, Wealthy, and Happy Retirement!
Here are 98 retirement tips and tricks. Explore useful advice for a healthy, wealthy and happily ever after.
Earning
Average Retirement Income 2023: How Do You Compare?
Average retirement income 2023– find out how your income compares to averages and get tips for boosting your income. Read now!
Financial Wellness
Saving is Not Enough: Why You Need to Invest
If you want to get ahead, you need to invest. Explore 6 reasons why investing is a critical factor for achieving financial goals.
Financial Wellness
Investing Basics: 14 Simple Strategies for Building Long-Term Wealth
Investing doesn’t need to be complicated. Here are 14 simple strategies to help you build long term wealth.
Retirement Planning
How Much Should You Save for Retirement? 6 Ways to Get Your Answer
You know you need to save, but let’s figure out how much to save for retirement. Hare 6 easy ways to figure out the right number for you.
Retirement Planning
Over Saving for Retirement: Advice from Real People Who May Have Saved Too Much
Over saving is by design by some and a mistake for others. Get advice for what to do if you think you are over saving from people who know.
Aging Well
Life Expectancy Drops in United States, but Not for Everyone
Statistically, Americans aren’t living as long as before. But, where you live, your wealth, your habits, and more impact your own life expectancy.
Earning
Work vs Retirement Decision Making: What Difference Does a Year or Two Really Make?
Deciding when to retire? Getting close to the date? Asking yourself what difference a year makes? Explore the financial and emotional considerations of 1 more y…
Financial Wellness
Want Future Financial Security? It’s All In Your Imagination (Actually)!
Want a secure retirement? It is not simply about following a financial plan. Imagining who you are going to be may be critical to your success.
Family and Relationships
The Retirement Calculator for Married Couples (or Any Couple)
Retirement calculators designed for couples have special features to make results reliable and useful. Find out what you need.
Housing and Home Equity
Should You Secure a Home Equity Loan Before You Retire?
A home equity loan at retirement may seem counter intuitive. However, there are some compelling reasons to consider taking on this debt.
