Financial Planning Blog & Retirement Resources

Wealth by Generation: What It Takes to Feel Rich

What is financial success? Gen Z says $9.5M! Boomers get by with $100K. See how generational money goals compare to reality and what’s needed to get by.

Running Out of Money? Try a 1-2 Punch for Retirement Income

You are probably worried about running out of money in retirement. Use this simple two-phase approach to significantly reduce your risk.

Retiring Alone: 17 Tips for Solo Seniors

Whether by choice or circumstances, there are some challenges to retiring alone. Here are 17 tips for a secure, happy and single retirement.

The Retirement Maneuver More People Should Be Making

Economic Indicators: 22 Data Points to Watch

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…

From a Saving to a Spending Mindset: How to Stop Worrying About Retirement

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 If 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!

Economic Outlook 2025: 9 Developments and Your Finances

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.

Debt Ceiling Crisis: 8 Ways to Prepare for the 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 Being Less Productive and Retiring Early

Explore how redefining your relationship with productivity can lead to a more meaningful and fulfilling life and perhaps an earlier retirement.

How to Set Financial Goals: Short, Medium, and Long Term

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 Change and Your Retirement: Protect Money and Home

Learn how climate disasters could impact your retirement and take steps now to protect your health and wealth from possible negative impacts.

Boldin – The first truly people-inspired financial planning platform

Fintech 100: The most promising fintech startups of 2024

Do I Get Rich, or Go Bust? These Tools Predicted My Financial Future

Boldin New Features: Everything We Released in 2024

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?

NewRetirement Raises $20M in Series A Funding

NewRetirement raises $20 million

NewRetirement clinches $20m in Series A to transform financial planning

Motley Fool Joins $20M Series A for NewRetirement

NewRetirement Reportedly Secures $20M via Series A to Boost Access to Financial Planning