Aging Well
Counting Down the Days to Retirement? 8 Ideas for How to Thrive as You Wait for the Big Day
Heading into retirement can be a difficult in-between-time. Here are 8 ideas for how to thrive as you navigate the transition.
Financial Planning Blog & Retirement Resources
Retirement Planning
The Transition to Retirement: 11 Exceptional Tips for the Average Joe or Jane
Boomers were never average. However, here are 11 exceptional tips for the transition to retirement that apply to us all. Read now…
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Financial Wellness
How to Save More Money: 23 Smart and Mostly Easy Ways to Boost Your Savings
Don’t think you could possibly save more money for retirement? These tips will help you shift your mindset for a secure and happy future. Read now!
Podcast
Podcast 84: Intentional Retirement Living with Fritz Gilbert
Fritz, who has been retired for 6 years, discusses his journey to retirement and the importance of purpose, planning, and health.
Uncategorized
Meet Members of the Boldin Team, Learn About their Boldest Life Decisions, and Explore What Being Bold Really Means
See the definition of bold. And, hear from the Boldin team about what being bold in life means. Explore the impact of bold decision making.
Financial Wellness
Learned Helplessness: Is it Impacting Your Wealth? See How to Do (and Feel) Better
Learned helplessness can sneak up on you and impact your ability to make the good financial decisions. Learn how to spot and overcome it.
Retirement Savings and Investments
How Making a Qualified Charitable Distribution (QCD) Can Save You Tax Money
QCDs are a way to help great causes and those in need, but they are also a way to manage your tax exposure and avoid unpleasant surprises.
Planning
The Top 9 Articles You Missed While on Summer Vacation
Did you have a great Summer? While you were off having fun you might have missed some useful articles. Here are the most popular posts form the last few months.
Retirement Income
How to Decide the Order of Accounts for Retirement Withdrawals: Traditional vs. Other Options
Evaluate the pros and cons of different orders of accounts for withdrawals. See how to make smart decisions about your choices.
Planning
NewRetirement Is Now Boldin!
NewRetirement is now Boldin, your financial confidence platform. Find out why we changed our name.
Retirement Income
Retirement Withdrawal Rate: How to Make Sure Your Savings Last as Long as You Need Them to
Learn about the ideal withdrawal rate and the 4% rule. Plus, understand a more personalized approach to retirement withdrawals.
Retirement Planning
7 Simple Tips for How to Invest for Retirement
Knowing how to invest for retirement can be complicated and it is not an innate skill. However, you can do it with these 7 simple tips.
Financial Wellness
10 Personal Finance Fads That Are Totally Buzzing Right Now (And What You Need to Know)
Both good and crazy ideas abound on social media, even in the realm of personal finance. Below are 10 personal finance trends that have become wildly popular. M…
Aging Well
What Do You Need to Do in Your 20s, 30s & 40s, and 50s & 60s to Protect Your Financial Well-Being from the Possibility of Chronic Disease
No matter your current health status, safeguarding your finances against chronic disease is a critical aspect of securing your future.
Aging Well
The Ultimate Guide to the Best Places to Retire: 20+ Lists, Quizzes, and Tips for Making the Best Relocation Decision for You
We all love reading lists of the best places to retire. They interest us, peak our wanderlust and they make us think about what is possible in retirement. Howe…
Financial Wellness
Where to Turn in Times of Financial Stress: 12 Ideas for Feeling More Confident About Your Money
Your personal financial situation and external financial pressures can cause stress and we all need support sometimes. Here are 12 ideas for where to turn when…
Happy Retirement
How to Start a Retirement Planning Group or Club: Plan for a Happier Wealthier Future, Together
As retirement approaches, financial security becomes an increasingly important topic. Many people face the challenge of ensuring they have enough savings, under…
Financial Wellness
Podcast 83: Financing the Future, Tim Ranzetta on Educating and Empowering the Next Generation
In this episode of the Boldin Podcast, Tim Ranzetta, founder of Next Generation Personal Finance (NGPF), discusses the importance of financial education for hig…
Budgeting & Spending
10 Tips for Planning to Manage Your Money in Retirement
In some ways managing money in retirement will be easier and in other ways it will be harder. Here are 10 tips for getting it right.
Earning
Social Security and Working: Everything You Need to Know
Here is what you need to know about Social Security and working: taxes, penalties, when to start benefits, and when to stop work.
Aging Well
Oldest Olympians at the 2024 Paris Games
Think Olympic glory is only for people who are quite young? Think again! Learn about the athletes who are in their 40s, 50s and 60s.
Aging Well
Go Beyond “To-Dos”: Make a “To Be” List and Live the Life You Want
To do lists can be an incredible way to help yourself get things done – including getting to retirement. However, have you ever considered managing your life ac…
Podcast
Podcast 82: Exploring the Changing World of Alternative Investments with Ryan VanGorder
This conversation with Ryan VanGorder covers alternative investments, private markets, diversification, and the evolving nature of liquidity.
Earning
How Much is Enough? How to Know if You Are Earning or Saving for Optimal Happiness
If there ever was a million dollar question, it just might be: “how much is enough?” (Although, maybe in your case it would be a $50,000, $200,000, $500,000, $5…
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