Planning
NewRetirement Is Now Boldin: Why We Changed Our Name
NewRetirement is now Boldin, your financial confidence platform. Find out why we changed our name.
Financial Planning Blog & Retirement Resources
Happy Retirement
Another Word for Retirement: Synonyms, Phrases, and Origins
Another word for retirement can be formal, warm, or brand new. Find synonyms for every setting, words in other languages, and where “retirement” came from.
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Retirement Income
Retirement Withdrawal Rate: Make Your Savings Last
Learn about the ideal withdrawal rate and the 4% rule. Plus, understand a more personalized approach to retirement withdrawals.
Retirement Savings and Investments
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.
Aging Well
Chronic Disease Financial Planning at Every Age
No matter your current health status, safeguarding your finances against chronic disease is a critical aspect of securing your future.
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…
Podcast
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…
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.
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.
Value Your Time
How Much Is Enough? Earning and Saving for 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…
Annuities
Podcast 81: The Role of Insurance in Financial Planning – a Conversation with Todd Taylor of New York Life
Listen in to learn about how insurers think about risk, particularly life expectancy, in financial planning.
Retirement Income
Annual Retirement Income: Can You Live on 66% of Pay?
Research suggests that average annual retirement income for retirees is far less than what they earned before retirement. And, it’s not a problem!
Retirement Planning
Boldin’s Retirement Rules: 18 Guidelines for Financial Security in this Crazy Modern World
Many ideas about retirement are out of date. Explore these 18 NEW retirement rules for a more secure future.
Your Career
10 Surprising Facts About Success Later in Life: (It is the Right Time to Start a Business)
You might be surprised by the facts of being an entrepreneur after 50! Financial success later in life is FAR more common than you might think.
Your Career
Solo 401k: Massive Savings Opportunities for the Self-Employed
The ability to open a Solo 401k is a big perk for the self employed. Learn about 12 big advantages, including the huge contribution limits.
Financial Wellness
Today's Dollars vs. Future Dollars: What's the Difference?
Let’s face it, money can be confounding. You might think it’s “just math,” but the reality of personal finance is that there is never just one “right” answer. I…
Retirement Planning
Should I Retire? The Financial and Personal Signs It’s Time
Most are ready to retire when they can cover 25–30 years of spending, know what they’ll do, and aren’t pulled to work. Here’s how to know.
Financial Wellness
16 Retirement Numbers You Need to Know for a Secure Future
How to make sense of retirement planning? Here is your guide to 16 retirement numbers that could be important for a secure future.
Aging Well
How to Live a Long Life: 10 Habits of Happy and Healthy Aging
You know diet and exercise can help you live a long life. Have you also developed the social, emotional and financial habits you need to thrive?
Retirement Income
Podcast 80: Andrew Biggs on the “Retirement Crisis” (He Says There Isn’t One) and a Look at Social Security
Policy expert, Andrew Biggs, discusses the so called “retirement crisis” and shares his thoughts on the solvency of Medicare and Social Security.
Financial Wellness
Don’t Worry, Be Happy: 11 Ways to Reduce Financial Stress
Financial stress is real, but there are ways to address it. Here are 11 ways to “don’t worry, be happy…” about your money. No matter what is going on in the eco…
Financial Wellness
The Algebra of Wealth: 10 Lessons from Scott Galloway’s New Book
In his new book, The Algebra of Wealth, Professor Scott Galloway offers a path to economic security.
Housing and Home Equity
Housing Market vs. Stock Market: Which Matters More?
People often worry about the wrong things. You might be watching the stock market, but other metrics are significantly more important to most.
Happy Retirement
Midlife Crisis and the U-Curve of Happiness
It’s easy to assume that financial confidence increases over time. You make more money as you get older after all. However, the opposite appears to be true. Rec…
Value Your Time
Financial Planning Myths: 18 Things People Get Wrong
There is a lot of confusion about financial planning. Here are 18 of the biggest misconceptions.
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