Financial Wellness
Podcast 79: Wealth & Wisdom with Robert Brokamp
Get valuable insights on retirement, purpose, and investing from Robert Brokamp, CFP, author, and a senior advisor at Motley Fool.
Articles by Editorial Team
Financial Wellness
Your Money Over Time: The Critical Differences Between Today’s and Future Dollars
Explore the differences between financial projections in today’s dollars vs. future dollars. See which matters and why.
Financial Wellness
Midlife Stress: Understanding the U-Curve of Happiness and How to Feel (and Do) Better
Kids, retirement, and aging parents – midlife brings a lot of competing priorities. Here are 8 things you can do to overcome feelings of financial stress.
Financial Wellness
The 10 Best TED Talks on Money, Retirement, and Aging to Help You Have a Better Future
Want a short cut to a wealthy and happy retirement? These 23 Best TED Talks can help you feel inspired, be smarter and have a better future.
Reverse Mortgages
The Truth About Home Ownership and Reverse Mortgages
In following up with consumers who have visited Boldin’s Reverse Mortgage Calculator, it seems that an alarming number of people have a mistaken impression abou…
Financial Wellness
6 Tips for How to Manage Money for Happiness
Financial goals are usually numerical. Nothing wrong with that, but you probably also want to manage your money for happiness. Find out how.
Retirement Savings and Investments
Thank You John C. Bogle for the Bogglingly Significant Legacy to Retirement Planning
John Bogle died on Wednesday. He was the founder of the Vanguard Mutual Fund group. However, his real legacy is not in how he built a $4.9 trillion investment c…
Reverse Mortgages
Pros and Cons of a Reverse Mortgage During the Pandemic Crisis
For many people nearing retirement age, home equity is usually the single largest component of net worth. And, it can be a valuable contributor to retirement a…
Retirement Planning
Retirement Planning Guide: 8 Steps to a Better Future
Financial planning is probably not on your top ten list for how to spend your time. However, getting your hands around your finances and planning a secure futur…
Retirement Planning
You Are Now Signed Up for Boldin News
Please check your inbox now for a verification email. This will confirm your subscription. If it is not in your inbox, check your spam or promotions folder and…
Retirement Planning
Say Hello to PlannerPlus Print Report and Download Data: Look at Your Retirement Plan in a New Way!
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…
Retirement Planning
Overcome These 12 Big Financial Planning Mistakes
Very few people are experts at managing their finances, planning retirement, building wealth, and ensuring a secure future. Effective money management is often…
Reverse Mortgages
Reverse Mortgage Myths Debunked — You Still Own Your Home and Have Home Equity
For some homeowners over 62 years old, a reverse mortgage can be a great option for improving retirement finances and quality of life. There are, however, quite…
Retirement Planning
New Feature in Retirement Calculator Helps You Identify “Excess” Income in Your Retirement Plan
We keep trying to improve the Boldin retirement planning calculator so that you can feel good about your future. The latest improvement is a feature that lets…
Retirement Planning
Thumbs Up for the Best Retirement Stories from 2017
Below are the best retirement stories from 2017 — the articles on Boldin that our readers liked most from the last year. The 8 Skills You Need for a Fantastical…
Reverse Mortgages
2022 Reverse Mortgage Lending Limits Increase: More Money for Some Borrowers
The government raised reverse mortgage lending limits to an all time high. Does this mean more money for you? It depends…
Reverse Mortgages
Can Your Wishes Come True? New Reverse Mortgage Purchase Guidelines Make it Easier to Buy a New Home
Reverse mortgage purchase guidelines were recently eased, making it much easier to use this loan type to buy a newly constructed home. A Home Equity Conversion…
Retirement Savings and Investments
Over 50? 12 Critical Tips to Protect Yourself from Financial Fraud and Identity Theft
Last week it was broadly reported that the credit reporting agency Equifax suffered a major cybersecurity breach that put us all at a greater risk of financial…
Reverse Mortgages
Reverse Mortgage Definition: Your Guide to What is a Reverse Mortgage Plus a Complete Dictionary to All Reverse Mortgage Terms
Reverse Mortgage Definition: A reverse mortgage is a type of home equity loan for homeowners over 62 years old. With no monthly loan payments, you accrue inter…
Reverse Mortgages
The Pros AND Cons of Reverse Mortgages
There are many strong reasons to get a reverse mortgage. There are also some downsides. While these loans are very popular, getting one is a huge financial deci…
Reverse Mortgages
You Probably Qualify for a Bigger Reverse Mortgage Now
Interest rates have fallen and that means that most reverse mortgage borrowers now qualify for more money. (And, you pay less in interest.) Get a new estimate o…
Reverse Mortgages
Experts Say that Reverse Mortgage Borrowers are Getting More Sophisticated
It used to be that reverse mortgage borrowers were seniors who were at the end of their financial rope. However, according to experts, the types of people who a…
Reverse Mortgages
Big Changes to Reverse Mortgage Program – Reduced Loan Amounts and Higher Fees
After Oct. 2, 2017, HECM reverse mortgage maximum loan amounts will decrease In an effort to further strengthen the long-term viability of the Home Equity Conve…
Reverse Mortgages
What is a Reverse Mortgage and How Does it Work?
If you are retired or nearing retirement, you have probably asked yourself, “what is a reverse mortgage and how does it work?” Reverse mortgages can be confusin…
