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.
Financial Planning Blog & Retirement Resources
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.
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Retirement Planning
Retirement Tips from Henry “Bud” Hebeler: A Model and Inspiration for Retirement Planning
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.
Insurance
9 Surprising (Sometimes Unsavory) Secrets About Long-Term Care, Medicaid, and Your Retirement
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.
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.
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 Wellness
87 Thought Provoking Questions About Wealth: Understand Your Values and Attitudes About Money to Live Happier
Money is important. Take time to think about and answer questions about wealth. Explore your beliefs and attitudes. It can be transformative.
Planning
Retirement Planning Activities: Are You Doing More or Less than the Average Person?
Some people do a lot more retirement planning than others. Have you done more or less than the average?
Financial Advisors
AI and Your Money: What Are the Issues with Using Artificial Intelligence to Make Financial Decisions?
Can AI be trusted with your money? Let’s explore the role artificial intelligence may play in helping you with financial planning.
Financial Wellness
Expert Smackdown: What’s the Best Source of Information to Help You Make Great Financial Decisions?
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
When Can I Retire? 21 Questions to Help You Find the Right Time
There is no one right way to decide when can i retire. Use these questions to figure out when is right for you.
Happy Retirement
41 Retirement Party Ideas: Retirement is a Big Deal, Commemorate and Celebrate the Occasion!
Celebrate retirement with a retirement party. Ideas for who to invite, when and where to party, speech ideas, and other ideas & fun stuff.
Happy Retirement
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 and What Does it Mean for Retirement Investing?
Explore bull market characteristics and what investors need to know to navigate these periods of market optimism.
Financial Wellness
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.
Earning
Average Retirement Income 2023: How Do You Compare?
Average retirement income 2023– find out how your income compares to averages and get tips for boosting your income. Read now!
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…
Budgeting & Spending
Financial Basics: A Guide to the Habits and Strategies of Spending, Saving, and Investing for a Secure Future
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…
Aging Well
Advice from 2023 Graduation Speeches that Can Apply to Your Financial Goals
Graduation speeches offer great advice for a good life. And, you know what? The guidance can also be relevant to your finances and retirement.
Family and Relationships
Is a 529 Plan Right for You? Tax and Estate Benefits Are Amplified for Certain Income Brackets
A 529 plan can be a tax advantaged way to fund education. However, the real benefits of these accounts are greater for some.
Financial Wellness
Why Buying a Home is a Smart Financial Decision if You Do it 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.
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Boldin Planner
Take financial wellness into your own hands and do it yourself retirement planning: easy, comprehensive, reliable.