Retirement Planning
Financial Optimism: Are You Too Optimistic or Pessimistic?
Is your glass half full or half empty? Learn why financial optimism delivers better outcomes and how to develop a sunnier outlook and why optimistic realism is…
Articles by Kathleen Coxwell
Aging Well
Longevity Annuity: Insurance Against Outliving Your Money
Find out if longevity annuities can alleviate your biggest retirement anxieties. Can they offer you the peace of mind you seek?
Retirement Planning
Making Sense of Retirement, 122 Great Movies About Retirement, Aging and Living a Good Life: Updated List!
Click here for the best list of movies about retirement and aging. Updated 2019.
Financial Advisors
How to Find a Good Financial Advisor: What to Ask First
About 12% of financial advisors carry a disclosure on their public record. Here’s how to check credentials and vet one before you hire them.
Budgeting & Spending
What "Die With Zero" Teaches About Spending in Retirement
Die with Zero is a call to live fully. Explore the core ideas and see 8 steps to a retirement plan that leaves nothing on the table.
Financial Advisors
Boldin Advisors SEC Registration: National Fee-Only Planning
SEC registration for Boldin Advisors means increased access, more choice, and continuation of the highest standards of guidance from CFP® professionals.
Retirement Planning
101 Things to Do in Retirement: Hobbies, Travel, & Activities
Hobby ideas, travel tips, and part-time work options to help retirees find purpose and meaningfully fill their days.
Happy Retirement
104 Retirement Quotes: Funny, Short, and Inspirational
A selection of the best retirement quotes, from funny one-liners to short sayings for cards, speeches, and parties.
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.
Aging Well
8 Reasons to Work in Retirement (Only 4 Are About Money)
Planning retirement? This list might inspire you to include post retirement work. Already retired? You might be choose to return to work.
Retirement Planning
Compound Interest: Why Saving Early Builds Real Wealth
Building wealth can seem like it will take a miracle. Compound interest (especially if you start early) might just be the magic you seek.
Planning
Analysis Paralysis: When Planning Keeps You from Retiring
Planning is valuable, but it isn’t the goal itself. Discover 3 ways to get unstuck if you think you suffer from retirement analysis paralysis.
Retirement Savings and Investments
Your Expanded Net Worth Is Higher Than You Think
You’re worth hundreds of thousands more than your net worth calculations suggest, really! (Assuming an expanded definition of net worth…)
Retirement Savings and Investments
Nobel Prize Winner Robert Merton on Why Retirement Income is More Important than Retirement Savings
Nobel prize winner Robert Merton outlines the 3 steps you need to take to create a retirement income plan for a secure future.
Planning
Forced Retirement? 6 Steps to Regain Control
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.
Planning
Financial Confidence: Boldin Users Outpace the Nation
Testimonials and a recent survey of Boldin users show how retirement planning increases financial confidence and can trigger earlier retirements.
Retirement Savings and Investments
Emergency Fund in Retirement: Why Emergency Savings Matter
The first thing you need to do to gain financial control, is build emergency savings. Find out why and how much you need to have.
Planning
Do It for Your Future Self: Smart Choices for Retirement
Do it for your future self seems like an odd mantra. However, it will help you get the life you want. Find out why and how to do it.
Retirement 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.
Retirement Savings and Investments
How Not to Invest: 3 Big Ideas from Barry Ritholtz
Avoid investing mistakes with insights from Barry Ritholtz’s How Not to Invest. Get 3 key lessons to do better with your money.
Long Term Care
The One Big Beautiful Bill Act (OBBBA) and Your Retirement
Explore 7 key provisions in (or consequences of) the One Big Beautiful Bill Act (OBBBA) — and what they could mean for your retirement.
Financial Wellness
What Is Financial Wellness? What Most People Miss
There is a lot of buzz around “financial wellness.” But unlike many fads, financial wellness is definitely a worthwhile pursuit.
Lifestyle
Financial Gift Ideas for the 2025 Graduate
These financial gift ideas are thoughtful, forward-looking, and designed to help a young adult build a stronger future.
Retirement Savings and Investments
Saving for Retirement at 50: Is It Too Late to Retire Comfortably at 62?
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…
