Planning
Behavioral Finance: 16 Easy Ways to Outsmart Your Brain for More Wealth and Security
Behavioral finance can show you how to be happier, wealthier and achieve a better retirement. Explore 16 rules of thumb for a better future.
Financial Planning Blog & Retirement Resources
Budgeting & Spending
24 Ways to Cut Costs for Retirement
Reducing expenses is a good way to deal with inflation. Here are 24 tips to make it a little easier to cut costs.
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Budgeting & Spending
Average Retirement Spending: Will You Spend More or Less Once You Retire?
Average retirement spending for those over 65 is $48,872 a year. See average spending in specific categories and how to project your own needs.
Earning
Making Sense of Restricted Stock Units: Terminology, Taxes and More!
Learn about the value of restricted stock units and how to use this compensation to your financial advantage.
Financial Wellness
Podcast 76: A Conversation with Cody Garrett About Financial Education
Noted financial planner Cody Garret discusses his passion for empowering people to get educated and build comprehensive financial plans.
Financial Wellness
32 Mostly Unbreakable Rules of Personal Finance
Managing money can seem complicated. Personal finance Rules make navigating your choices simpler.
Earning
New Features: More Accurate Ways to Model Your Paycheck Deductions and Employer Contributions to Savings
We have significantly improved your ability to model paycheck deductions and employer contributions to savings.
Earning
Nope. Most Retirees Don’t Want to Go Back to Work
Do retirees have an obligation to work? Are the benefits of a retirement job worth it? Many say no way.
Planning
Tax Strategies and Lingo Made Simple: A Useful Guide
Gain valuable insights into common tax terms and some of the most popular strategies for reducing what you pay.
Budgeting & Spending
9 Tips for Estimating Retirement Expenses: You Need to Get this Right!
If you want a secure retirement, you need to go about estimating retirement expenses. Get 9 great tips for succeeding at this difficult task.
Estate Planning
Revisiting Your Estate Plan: Ensuring Your Wishes are Fulfilled
Revisit your estate values and plans annually to make sure everything is up to date and to ensure your long term wishes are fulfilled.
Financial Wellness
Podcast 75: Financial Well-Being: A Holistic Approach with Brian Portnoy from Shaping Wealth
Steve talks with Brian Portnoy, founder of Shaping Wealth. They discuss how holistic well-being fits within the context of financial planning.
Podcast
Podcast 74: Financial Innovations and Ethics with Paul Solli and Patrick Geddes of Aperio Group
Steve, Paul, and Patrick discuss financial education, the need for better financial solutions, and the importance of ethics in planning.
Family and Relationships
Shack Up and Save? What Are the Financial Advantages and Disadvantages to Marriage Later in Life
More and more couples over the ages of 60 are favoring cohabitation over marriage. In fact, cohabitation among people over the age of 60 more than quadrupled b…
Financial Wellness
Best Financial and Retirement Articles from 2023
Top retirement articles covered averages, happiness, fears, regrets, and more related to achieving a secure future.
Earning
The Future of Work: Why Some Will Work for 60 Years or More and Why it Won’t Be Awful
Experts predict lifespans will increase to 100 years or more. Explore the past, present and future of retirement in light of increasing longevity.
Podcast
Podcast 73: Gary Danoff on Work, Purpose, and Cross Generational Planning & Literacy
Steve and Gary dive into the importance of financial literacy and how AI may impact society, especially the well being of young people.
Planning
Estimates for Your 2023 Data Are Now Available in the Boldin Retirement Planner
The Boldin Retirement Planner now shows an estimate for your 2023 year-end numbers. The 2023 values are available on all charts.
Estate Planning
Family and Money: 12 Tips for Discussing Finances and Retirement with Your Loved Ones
The holidays can be an important time to discuss finances with your family. Get tips for how to have a productive talk with those you love!
Budgeting & Spending
The 5 Best Financial Planning Tools Online: Go Beyond Budgeting
Whether you are interested in budgeting, monitoring your finances, or making better financial decisions, find a financial planning tool that fits your goals.
Retirement Planning
Are Alternative Investments a Good Idea for Your Retirement?
Should you consider alternative investments as part of your retirement asset allocation? Probably not, but it depends. Explore the pros and cons.
Taxes
AGI (Adjusted Gross Income): The Tax Acronym You Can’t Ignore
Gaining insight into your Adjusted Gross Income can pave the way for a prosperous and tax-smart financial future.
Aging Well
What Advice Would Your 80-Year-Old Self Offer to You Today?
Find out why putting yourself in the mindset of your 80-year-old self and hearing what they have to say is really important.
Planning
Roth Conversion Strategies: How to Model them in the Boldin Retirement Planner
Get a guided walk through of the new Roth functionality and get tips for making the most of the tool. Plus explore all the ways we help you make better decision…
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