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.
Financial Planning Blog & Retirement Resources
Happy Retirement
Stoic Wisdom: 6 Insights to Be Happier and Wealthier
Stoicism, the philosophy of enduring hardship with inner strength and tranquility, is having a moment right now. So, let’s dive in and explore key points of Stoic wisdom and how they can be applied to improving your financial wealth, securi…
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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.
Your Career
Restricted Stock Units: Terms, Taxes, and Tips
Learn about the value of restricted stock units and how to use this compensation to your financial advantage.
Podcast
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.
Earning
New Features: Model Paycheck Deductions and Employer Match
We have significantly improved your ability to model paycheck deductions and employer contributions to savings.
Retirement Jobs
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.
Taxes
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.
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.
Podcast
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
Unmarried Seniors Living Together: Pros and Cons
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.
Your Career
The Future of Work: Why Some Will Work 60 Years
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.
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!
Retirement Savings and Investments
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.
Value Your Time
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.
Retirement Planning
Roth Conversion Strategies: How to Model them in the Boldin 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…
Podcast
Podcast 72: Community Member David Chen on How Good Habits and Creative Solutions Resulted in an Early Retirement
Hear David’s investing lessons and plan for generating income for life. Plus what he learned about estate planning after his dad’s passing.
Retirement Savings and Investments
9 Essential Considerations for a Holistic Investment Strategy
Explore 9 important considerations when it comes to establishing, tracking, and managing a holistic investment strategy.
Retirement Planning
Retirement Tips from Henry "Bud" Hebeler
Here are a 8 of the most important retirement and estate planning lessons from Bud Hebeler. They stand the test of time.
Aging Well
14 Secrets of Super Agers and Their Healthy Brains
What is a super ager and why do their brains stay so young? Learn more and get tips for maintaining your memory, thinking skills and vitality.
Long Term Care
Medicaid and Long-Term Care: 9 Surprising Secrets
Here are 9 things you might not know about Medicaid and long term care, and the chances you’ll be on the program in retirement.
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Boldin Planner
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