Social Security
The New Social Security Statement: What's Changed
The SSA has released a new format for your Social Security statement and logging on to see it requires a new account.
Articles by Kathleen Coxwell
Retirement Savings and Investments
Volatility Index: What the VIX Says About Markets
What can the volatility index tell you about the future of the stock market and your own financial security?
Family and Relationships
The Sandwich Generation: A Tribute to Caregiving Parents
59 to 68 million Americans are in the sandwich generation. Get 8 powerful tips for managing this stressful time of life.
Lifestyle
Volunteering in Retirement: 6 Tips for Making an Impact
Volunteering in retirement is appealing. More than ever, workers over 50 are seeking a second chance at purposeful work. Get tips here!
Financial Wellness
15 Financial Suggestions Smarter Than Conventional Advice
Conventional “wisdom” is often flawed. Try these 15 financial suggestions for more wealth and financial peace of mind.
Financial Wellness
Thinking of Retiring and Worried You Aren't Ready? 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.
Value Your Time
8 Reasons People Retire Young, and What It Takes
Want to retire young? Get inspired by these 8 popular reasons given by people who successfully retired in their 30s, 40s, and 50s.
Retirement Planning
Retirement Planning Coach or Advisor: Get Expert Eyes
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
Money Mindfulness: 10 Ways to Reduce Financial Stress
More and more people are bringing mindfulness into their daily lives — but it’s not just about meditation or yoga. Money mindfulness is emerging as a powerful t…
Retirement Planning
Simple Retirement Planning: An Easy 4-Step Framework
Let us help you with simple retirement planning: Use this 4 step framework. No jargon, just a useful progression to the future you want.
Family and Relationships
Retirement Planning for Women: 10 Reasons Women Lag Behind
Are you a woman? Do you have a wife, daughter, or mother? Discover 10 reasons why women lag behind men in preparedness and how to catch up!
Financial Wellness
Future Economic Possibilities: Prepare for Any Outcome
Future economic possibilities? There is a lot that can go wrong (and right)! Be prepared for anything with the right plans.
Retirement Income
Tariff Turmoil: What Boldin Users Did (and Didn't Do)
Tariff Turmoil wasn’t all bad for Boldin users and they have some useful advice for weathering these storms.
Your Career
Life Transitions: How to Thrive Through Big Changes
Here are 8 key insights on life transitions. Use the tips to make retirement and other big changes in your life efficient and happy.
Retirement Savings and Investments
A Brief History of U.S. Tariffs and Their Economic Impact
Explore the history of U.S. tariffs and the impact they have had on the economy to help understand what is happening now.
Retirement Planning
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…
Retirement Planning
How to Retire Like an Adult: An 11-Point Checklist
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.
Long Term Care
The Actual Costs of Long Term Health Care
If you are misinformed about long term health care costs, you might not get the care you want. Find out how much it costs and how to pay for it.
Taxes
Roth Conversion Survey: What Boldin Users Reveal
Roth conversions are a powerful tax planning strategy, but how do retirement savers actually use them? A recent survey of Boldin subscribers reveals that users…
Financial Wellness
Correction vs. Bear Market: Crashes, Secular Bear Markets, and What to Do
Learn about the differences between stock market crashes, corrections, and secular bear markets. Plus: 14 tips for weathering these storms.
Financial Wellness
Financial Well-Being: 10 Ways to Cope with Uncertainty
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!
Financial Wellness
Game Strategy for Your Money: Lessons from Winning Games
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.
