Financial Wellness
The Savings Playbook, a Logical and Meaningful Way to Prioritize Where You Save Money
The savings playbook is a methodology for determining the most impactful way to use your money. Check it out, #4 surprises people.
Financial Planning Blog & Retirement Resources
Podcast
Podcast 85: Living with Intention, Insights from Christine Benz on Retirement Success
Listen to Steve Chen and Christine Benz discuss her new book, “How to Retire: 20 Lessons for a Happy, Successful, and Wealthy Retirement. Packed with actionable insights.
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Financial Wellness
Habits of High Achievers: When to Copy and When to Follow Your Own Path
Adopting strategies of high achievers can be helpful. Consider when to follow and when to forge your own way.
Financial Wellness
The Pros and Cons of Tracking Net Worth and How to Keep This Metric in Perspective
Measuring net worth is popular, but is it the only (or even best) way to assess your financial health? Explore the pros and cons of tracking this metric.
Annuities
A Plan for Reliable Lifetime Income Using Bucket and Income Floor Strategies
Take a deep dive into how one retiree is achieving a secure future with guaranteed retirement income. Learn about an income floor and 3 investment buckets.
Financial Wellness
Think Abundance and Be Grateful: The Secret Mindsets for Building Wealth
Feeling grateful creates a sense of abundance and that has powerful wealth building powers. Learn how.
Estate Planning
10 Reasons Why Talking About Money Can Give You a Better Future
It’s taboo. It’s not polite. It’s personal. These are all things you’ve probably heard when it comes to talking about money. Keeping your lips sealed about your…
Financial Advisors
Can an Investment Policy Statement Make You 5 Times Wealthier?
Find out why an investment policy statement will keep your financial goals on target and how to get one set up. Learn more now…
Aging Well
Heart Health and Your Retirement Well Being
Did you know that the risk of heart disease is especially high right after retirement? Discover why and how to protect your health.
Financial Wellness
The Election is Over: Should You Think Any Differently About Your Retirement Plans?
President Trump’s reelection likely means major policy shifts. Here are 5 considerations for preparing your retirement plans for these changes.
Budgeting & Spending
8 Ways to Cut Housing Costs for Retirement
It’s not unusual for people to want to cut housing costs, and it’s especially true of older adults who may be looking for ways to retire early or make living on…
Family and Relationships
Giving Money to Family? Are You Handing Out More or Less than Average?
Giving money to family can be rewarding, but at what cost? Explore 6 important facts about supporting family members.
Financial Wellness
The 24 Best TED Talks on Money, Retirement, and Aging to Help You Have a Better Future
Want a short cut to a wealthy and happy retirement? These 24 Best TED Talks can help you feel inspired, be smarter and have a better future.
Financial Wellness
Planning is the Missing Link to True Financial Security
The evidence is mounting that maintaining a comprehensive financial plan is the missing link for most people who want financial security. See why everyone needs…
Financial Wellness
Surviving the Financial Vortex: 5 Ways to Find Calm in the Swirl of Competing Financial Priorities
Feeling overwhelmed by a swirl of competing priorities in midlife and beyond? Here are easy-ish ways to calm your financial vortex.
Financial Wellness
Trick or Treat? 13 Terribly Frightening (Or Not, if You Are Prepared) Retirement Facts
If you’re near retirement age, then perhaps what scares you more than spiders and goblins is your financial future.
Financial Wellness
Radical Optimism as a Financial Strategy: 7 Ways to Optimize for Greater Wealth and Well Being
Discover how radical optimism can reshape your personal finance approach—from embracing uncertainty to anticipating the future—and unlock sustainable wealth and…
Aging Well
How to Deal with Dementia or Alzheimer’s: 5 Financial Planning Steps to Take Now
Click here for 5 simple financial planning steps that can help or a loved one plan for the financial stress of dementia or Alzheimer’s.
Financial Wellness
Boldin Selected as Top Innovator by the World Economic Forum through UpLink
Boldin has been named as a Top Innovator in the Prospering in Longevity Challenge by UpLink, the open innovation platform of the World Economic Forum. Learn mo…
Happy Retirement
How to Boost 4 Different Happiness Hormones and Reduce Stress through Financial Planning
Did you know that financial planning is an excellent way to boost happiness hormones? (In addition to ensuring a secure future!) Find out how!
Financial Wellness
7 Steps to Take When Your Medical Insurance Claim is Denied
Forty percent of insurance claim appeals are successful. It is definitely worth asking questions and fighting claim denials. Learn about the right steps to take…
Financial Wellness
Shhhh: Hush Noise (It’s Different than Bias) for Better Financial Decision Making
Lessons from Nobel Prize winner Daniel Kahneman’s book “Noise” can help you make better financial decisions. Find out how.
Retirement Planning
7 Ways You May Be Leaving Money on the Table When You Retire
A secure retirement is hard to achieve – especially if you are leaving money on the table. Here are 7 tips to increase wealth.
Planning
14 Myths About Becoming a Millionaire (Including that It Isn’t Too Late Even After Retirement)
For many, becoming a millionaire is a desirable (and useful) milestone. Here are 14 myths about millionaires and some tips for how to become one at any age.
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