Annuities
Income Floor Strategy: Build Reliable Lifetime Income
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 Planning Blog & Retirement Resources
Value Your Time
Pros and Cons of Net Worth Tracking: Keep It 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.
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Planning
Abundance and Gratitude: Mindsets for Building Wealth
Feeling grateful creates a sense of abundance and that has powerful wealth building powers. Learn how.
Financial Wellness
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
Election and Retirement Planning: Should You Adjust?
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…
Happy Retirement
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
The Financial Vortex: 5 Ways to Balance Competing Goals
Feeling overwhelmed by a swirl of competing priorities in midlife and beyond? Here are easy-ish ways to calm your financial vortex.
Financial Wellness
Shocking Retirement Statistics: 13 Scary Facts, Explained
If you’re near retirement age, then perhaps what scares you more than spiders and goblins is your financial future.
Happy Retirement
Radical Optimism: 7 Ways It Builds 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…
Long Term Care
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.
Planning
Boldin Named a Top Innovator by the World Economic Forum
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
Happiness Hormones: Boost 4 of Them Through 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!
Medicare and Health Insurance
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
Better Financial Decisions: How to Hush the Noise
Lessons from Nobel Prize winner Daniel Kahneman’s book “Noise” can help you make better financial decisions. Find out how.
Retirement Planning
14 Myths About Becoming a Millionaire, Even in 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.
Aging Well
Countdown to Retirement: 8 Ways to Thrive While You Wait
Heading into retirement can be a difficult in-between-time. Here are 8 ideas for how to thrive as you navigate the transition.
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.
Planning
Meet the Boldin Team and Their Boldest Life Decisions
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: How It Hurts Your Wealth
Learned helplessness can sneak up on you and impact your ability to make the good financial decisions. Learn how to spot and overcome it.
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
Order of Withdrawals in Retirement: 3 Ways to Sequence
Evaluate the pros and cons of different orders of accounts for withdrawals. See how to make smart decisions about your choices.
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Boldin Planner
Take financial wellness into your own hands and do it yourself retirement planning: easy, comprehensive, reliable.