Financial Planning Blog & Retirement Resources
17 Powerful Tips for Retiring Alone (Or, If You Become a Solo Senior During Retirement)
Whether by choice or circumstances, there are some challenges to retiring alone. Here are 17 tips for a secure, happy and single retirement.
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Retirement for Couples: 10 Essential Planning Conversations for a Happily Ever After
Retirement for couples: Cover these 10 topics to survive retirement with your spouse. Communication is key, especially when it comes to money.
Retirement Income Strategies: 18 Ideas for Lifetime Wealth and Peace of Mind
18 practical retirement income strategies: See what experts recommend and decide how to create a plan for your own lifetime wealth.
Economic Indicators: 22 Data Points to Consider as You Try to Predict the Future
No one has a crystal ball, but leading economic indicators as well as unusual and personal economic indicators can help you assess the future and assist in fina…
Going from a Saving to a Spending Mindset: How to Stop Worrying, Retire, and Enjoy It
Here are tips for transitioning into retirement. Once you shift to a smart spending mindset, you’ll enjoy life more than ever before.
10 Creative Ways to Retire Even If You Think You Haven’t Saved Enough
Think you haven’t saved enough? Think again. The impossible becomes possible with these 10 creative ways to retire securely no matter how much you have.
Podcast 87: Retirement Ready – Confidence, Planning, and Purpose with Mike Richardson
Mike Richardson, former SVP and CTO of Nationwide, retired at 55. He describes how he navigated early retirement and redefined his purpose.
Scarcity: Don’t Let it Steal Your Retirement
Focusing on the scarcity of time and money can exacerbate the shortage, not improve it. Learn how to focus on what’s important for a wealthier future!
9 Big Economic Developments and How They’ll Help (or Hurt) Your Finances in 2025
Big changes are afoot with the start of 2025. See what’s in store for your bottom line.
16 Ways to Stop Wasting Money and Save More for Retirement (Like $100,000 More)
It’s easy to overlook dumb spending, pay hidden fees, or get scammed. Avoid the most common ways people waste money and save more for your retirement.
What is the Debt Ceiling Crisis and 8 Ways to Prepare for Possible Fallout
Understand the basics of the federal debt ceiling and how to prepare for the X date and the financial fallout that may follow.
Oliver Burkeman on the Surprising Benefits of Being Less Productive (and Potentially Retiring Earlier)
Explore how redefining your relationship with productivity can lead to a more meaningful and fulfilling life and perhaps an earlier retirement.
17 Micro Financial Habits for More Wealth and Peace of Mind
Micro financial habits are quick, easy, and meaningful ways to do better with your money. Explore options to use in your everyday life.
The Social Security Fairness Act: Are Your Benefits Impacted?
Learn about the Social Security Fairness Act, new legislation that restores benefits to public service workers.
Setting Financial Goals: Why You Need Short-, Long-, and Medium-Term Financial Goals
Everyone knows that if you want to achieve something, you had better set a goal. However, very few Americans actually do or even know how to set financial goals…
Climate Disasters: How to Protect Your Money, Home, and Retirement Well Being
Learn how climate disasters could impact your retirement and take steps now to protect your health and wealth from possible negative impacts.
Boldin Recap: Are You Taking Advantage of Everything we Released in 2024? (And, Our Promise for 2025)
Did you miss any of our new features in 2024? Are you taking full advantage of the updates? Can you guess the favorite tools in the Planner?
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