Financial Planning Blog & Retirement Resources

Retirement Budget Worksheet: Your Step-by-Step Guide to Smarter Planning

Create a flexible retirement budget worksheet with Boldin. Compare tools, track retirement expenses, and build your plan with confidence.

Can I Retire at 50? Discover the Secrets to Financial Freedom Early

Explore if you can retire at 50! Discover essential steps, financial strategies, and lifestyle tips for early financial freedom.

Collecting Full Pension: What You Need to Know About Timing and Eligibility

Collecting full pension? Learn when and how to access your pension, avoid penalties, and locate your pension benefits.

Can I Retire at 55? Key Steps to Make Early Retirement Work

Can I retire at 55? It’s a common question for Americans seeking more freedom in their prime. Retiring five to ten years before traditional retirement age can o…

It’s Time to Play! Why Having Fun is So Important In both Work and Retirement

Play should be an important component of both work and retirement. Explore why it’s so important and how to do it more.

Good Debt and Bad Debt: A Quick Guide to Wise Use of Borrowing for Financial Success

Debt isn’t necessarily terrible. Good debt helps you get ahead. Bad debt puts you in a hole. Understand the differences for better financial outcomes.

A Written Plan Leads to More Confidence, Roths Are Underutilized, and 8 Other Insights from New Schwab and Vanguard Studies

The secret to financial success? A written plan! Get valuable 10 insights that could change how you think about your future.

Podcast 97: Money, Marriage, & Raising Financially Fit Kids with Andy Hill

Steve Chen & Andy Hill discuss how to turn negative net worth into Coast FI, spark kids’ money talks & own your family time.

Financial Optimism: Are You Too Optimistic—or Too Pessimistic—About Your Financial Future?

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…

Longevity Annuities: One Way to Insure Your Worst Fears Don’t Come True

Find out if longevity annuities can alleviate your biggest retirement anxieties. Can they offer you the peace of mind you seek?

Understanding Boldin’s Monte Carlo Simulation: What It Is, Why It Matters, and What’s New

Learn about everything that has changed (and why) in Boldin’s Monte Carlo analysis and your Chance of Retirement Success score.

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.

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.

Want to Avoid the IRMAA? Consider a Roth Conversion

What “Die With Zero” Can Teach You About Living (and Retiring) with Purpose and Joy

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.

Boldin Advisors Achieves National Registration from the SEC, Expanding Access to Tech-Enabled Fee-Only Planning

SEC registration for Boldin Advisors means increased access, more choice, and continuation of the highest standards of guidance from CFP® professionals.

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.

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.

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.

PlannerPlus Price Is Increasing July 14 — For New Subscribers Only

Due to rising costs, the price of PlannerPlus is increasing to $144 for new users. Existing subscribers are locked in at their existing price.

Average Retirement Income: Most Retirees Live on $56,680

See how $56,680 breaks down by age, state, gender, and income source — and whether your retirement income is on track.

The Top 8 Reasons Why People Work in Retirement (4 Have Absolutely Nothing to Do with Money)

Planning retirement? This list might inspire you to include post retirement work. Already retired? You might be choose to return to work.

Compound Interest and Saving as Much as You Can as Early as You Can: Magical Secrets to Building 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.