Financial Wellness
What is Your Money Personality Type? Will It Impact Your Financial Security?
Your money personality type can impact your retirement security. Find out which type(s) you are and learn how to use it to your advantage!
Financial Planning Blog & Retirement Resources
Social Security
6 Insider Tips for Getting the Most from Social Security
Mary Beth Franklin is a nationally recognized expert in Social Security. Get her 6 insider tips for getting the most from Social Security.
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Value Your Time
87 Questions About Wealth to Clarify Your Money Values
Money is important. Take time to think about and answer questions about wealth. Explore your beliefs and attitudes. It can be transformative.
Financial Advisors
AI Financial Planning: The Issues to Weigh First
Can AI be trusted with your money? Let’s explore the role artificial intelligence may play in helping you with financial planning.
Financial Wellness
Make Great Financial Decisions: Best Sources of Advice
Should you go by gut? Listen to a guru? Use tools? Pay an advisor or coach? Explore what the experts say about who to listen to when making a financial decision…
Financial Wellness
6 Competing Retirement Investing Goals and How to Sort Them Out for Long-Term Wealth
Creating a retirement investment plan for after you retire is downright complicated. Explore 6 competing priorities and how to invest for long term wealth.
Retirement Planning
98 Tips for a Healthy, Wealthy, and Happy Retirement!
Here are 98 retirement tips and tricks. Explore useful advice for a healthy, wealthy and happily ever after.
Housing and Home Equity
Downsizing for Retirement: 15 Tips for a Happily Ever After
Downsizing for retirement is a great strategy – especially for those who have not quite saved enough. Get 15 tips for a big exciting move!
Retirement Savings and Investments
What Is a Bull Market? What It Means for Your Retirement
Explore bull market characteristics and what investors need to know to navigate these periods of market optimism.
Your Career
What is a Recession? And, Will We Have One Soon?
What is a recession? Will we have one? What impact could it have on you? How long do they last? And, find out how how to prepare.
Retirement Income
The Lockbox Strategy Other Retirement Income Tips from Nobel Laureate, William Sharpe
William Sharpe has contributed significant brain power to solving for retirement security. Learn about the lockbox strategy and other ways to set up your retire…
Debt
Financial Basics: Habits for Spending, Saving, and Investing
Mastering the financial basics is doable by anyone at any age. Here is a simple guide. Steps to take at 20, 25, 45, or even 55 to get and stay on track to a sec…
Taxes
Is a 529 Plan Right for You? Tax and Estate Benefits
A 529 plan can be a tax advantaged way to fund education. However, the real benefits of these accounts are greater for some.
Housing and Home Equity
Financial Benefits of Buying a House, Done Responsibly
Buying a home could be among the smartest and most impactful things you do in life. Find out why and how to do it responsibly.
Financial Wellness
Saving is Not Enough: Why You Need to Invest
If you want to get ahead, you need to invest. Explore 6 reasons why investing is a critical factor for achieving financial goals.
Financial Wellness
Investing Basics: 14 Simple Strategies for Long-Term Wealth
Investing doesn’t need to be complicated. Here are 14 simple strategies to help you build long term wealth.
Retirement Savings and Investments
How Much Should You Save for Retirement? 6 Ways to Get Your Answer
You know you need to save, but let’s figure out how much to save for retirement. Hare 6 easy ways to figure out the right number for you.
Retirement Savings and Investments
Over Saving for Retirement: Lessons from Real People
Over saving is by design by some and a mistake for others. Get advice for what to do if you think you are over saving from people who know.
Aging Well
Life Expectancy Drops in United States, but Not for Everyone
Statistically, Americans aren’t living as long as before. But, where you live, your wealth, your habits, and more impact your own life expectancy.
Debt
How to Get Out of Debt: 12 Ways to Reduce this Expense for a More Secure Future
Debt levels have climbed to an all time high. Reducing this financial burden is a very worthy goal. Not sure how to get out of debt? You have options. Use this…
Budgeting & Spending
Financial Control: 4 Steps to Feel Better About Money
You don’t need to feel overwhelmed by financial stress. Here are 4 straightforward steps to help you gain financial control.
Retirement Income
14 Ways to Budget: Find the Method That Fits You
Budgeting doesn’t have to be awful. We’ll help you find a way to budget that helps you with your financial goals and suits your personality.
Budgeting & Spending
Why Budget? 8 Reasons It's a Foundational Habit
Why budget? Budgeting can improve your short-term and long-term finances as well as your emotional well being.
Financial Wellness
How to Plan for Your Future: Start by Imagining It
Want a secure retirement? It is not simply about following a financial plan. Imagining who you are going to be may be critical to your success.
Financial Advisors
Podcast 71: Eric Balchunas, Bloomberg’s ETF Guru, Discusses his Book, “The Bogle Effect”
Bloomberg’s Eric Balchunas discusses his new book (The Bogle Effect), ETFs, the future of financial advice, and more.
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Boldin Planner
Take financial wellness into your own hands and do it yourself retirement planning: easy, comprehensive, reliable.