Housing and Home Equity
Should You Secure a Home Equity Loan Before You Retire?
A home equity loan at retirement may seem counter intuitive. However, there are some compelling reasons to consider taking on this debt.
Financial Planning Blog & Retirement Resources
Family and Relationships
The Retirement Calculator for Married Couples (or Any Couple)
Retirement calculators designed for couples have special features to make results reliable and useful. Find out what you need.
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Budgeting & Spending
Financial Independence Blog Lessons from 18 FIRE Influencers
Some people retire in their 20s and 30s. What’s the secret? Here are top lessons from the most popular financial independence influencers.
Lifestyle
Impact Investing: Do Well by Doing Good
Impact investing – sounds exciting, but should it be for retirement? Find out if it is a good idea to support a cause with retirement funds?
Retirement Jobs
Burned Out? Sabbaticals Are a Great Alternative to Quiet Quitting or Retiring Too Early
Are you sick and tired of work but aren’t ready for retirement? The sabbatical may be the right answer for your burnout.
Retirement Savings and Investments
RMDs as a Retirement Withdrawal Strategy
The Internal Revenue Service (I.R.S.) is not usually thought of as an institution that adds a lot of value to our lives — to the contrary in fact. However, a fe…
Aging Well
Age-Related Financial Vulnerability and Decision Making
All kinds of things happen to our brains and bodies as part of the normal aging process. And while we might prefer to ignore getting old, sometimes it is useful…
Financial Wellness
How to Take Control of Your Finances: 28 Real Tips
Here are 28 unique tips for how to take control of your finances — with varied advice for all kinds of people.
Family and Relationships
5 New Books About Living Your Best Life
5 new books offer compelling arguments and strong evidence for surprising habits that will result in a healthier and happier life.
Taxes
Podcast 70: Burton Malkiel and “A Random Walk Down Wall Street” 50 Years Later
Professor Malkiel discusses the latest edition of his legendary book and some of the biggest lessons from his own life.
Reverse Mortgages
2023 Reverse Mortgage Lending Limits Increase: More Money for Some Borrowers
The government raised reverse mortgage lending limits to an all time high. Does this mean more money for you? It depends…
Retirement Savings and Investments
I Have $1 Million and I Still Can’t Afford to Retire!
Millionaires are nearly as worried as average savers about their retirement. Find out why.
Retirement Savings and Investments
15 Pros and Cons of Dividend Stocks for Retirement Savings
Too good to be true? Explore 15 pros and cons of dividend stocks. Good for retirement income, but also expensive, confusing, and risky.
Happy Retirement
How Gratitude Improves Your Financial Wellness (and Health Too): Happy Thanksgiving!
The holidays are a time to be thankful and practice gratitude. Science says it’s good for your emotional, physical, and financial well being.
Financial Wellness
Rethink Retirement: 12 Facts and Fictions
Here are 12 ways you might want to rethink retirement to be better prepared for what lies ahead.
Value Your Time
Podcast: Joe Kuhn on the Tools You Need to Decide If It Is Safe to Retire
Financial Independence influencer on YouTube. Steve and Joe discuss Joe’s journey to financial independence, his rise on YouTube, and the lessons he’s learned a…
Value Your Time
11 Tips to Help You Enjoy Retirement
Only half of retirees actually enjoy retirement. Here are 11 ideas to help you achieve the happiness and fun you want.
Annuities
Qualified Longevity Annuities Contract: QLAC Pros and Cons
Annuities are certainly not the only solution to being financially prepared for retirement. However, they are a financial strategy you should be aware of. In f…
Value Your Time
Podcast: DiverseFI and Regret Minimization Insights from Hospice Doctor, Doc G
Learn what end of life can teach us about financial independence from a hospice doctor who has observed the regrets of his dying patients.
Reverse Mortgages
Reverse Mortgage Disadvantages and Advantages: The Full Pros and Cons
For many people, a Reverse Mortgage is a good way to increase financial well-being in retirement – positively affecting quality of life. And while there are num…
Retirement Savings and Investments
Tips for a Snarling Bear Market: Stay Calm, Let the Bear Back Down
Bear markets aren’t so different from real life bear encounters. With both you want to remain calm and wait for the bear to retreat.
Happy Retirement
Financial Therapy: What is It and Why You Might Benefit from It
The bond between your emotions and money is strong and you are better off if you understand the relationship. Financial therapy can help.
Financial Wellness
Net Worth Tracker: A Simple Habit for a Wealthier Future
Discover how to track net worth (current and future). This easy habit will help you be wealthier, more secure and less stressed.
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Boldin Planner
Take financial wellness into your own hands and do it yourself retirement planning: easy, comprehensive, reliable.