Financial Planning Blog & Retirement Resources

Lessons from Financial Crises for Building Wealth

Don’t repeat mistakes from history. The 5 most recent financial crises provide lessons on protecting and building wealth in troubled times.

Sample Asset Allocations: What Is Right for You?

Explore investing rules of thumb as well as sample asset allocations to help you know if you are on the right track. Read now!

Tax-Free Retirement Income: 7 Sources to Consider

As a lifelong worker who paid their fair share of taxes, make sure you take advantage of these sources of tax-free retirement income.

How to Plan for Inflation in Your Long Term Financial Projections

Here are 7 tips for planning for inflation, especially now with rates so high. Learn about long term average inflation and more.

Retirement Depression: 9 Ways to Feel Like Yourself Again

Are you (or a loved one) experiencing retirement depression? Here are 9 ways to get help and overcome this real phenomenon.

Retirement Risk Planning: Plan for What Could Go Wrong

Want retirement security? You need a retirement plan that will protect you from anything and everything that could go wrong. Read more…

Podcast: The Financial Samurai – “Buy This, Not That: How To Spend Your Way To Wealth And Freedom”

Steve and the Financial Samurai discuss Sam’s new book, “Buy This, Not That, How to Spend Your Way to Wealth and Freedom”. Listen in for tips on how to tackle l…

The Psychology of Money: 9 Lessons for Financial Wellness

The psychology of money can be confounding. Get 9 essential tips for feeling good about your finances and increasing your chances of good outcomes.

Is a Bond Ladder Strategy Right for Your Retirement?

Bond ladders can be used to protect against interest rate risk. Discover what they are and why you would use one to secure your future.

15 Ways to Save Money on Prescription Drugs

Don’t throw money out the window. Explore these 15 east ways to save money on prescription drugs, especially if you are older. Read now!

Podcast: Andre Nader — What and How Much is Enough to FIRE

Steve and Andre discuss “What is Enough” and also touch on a cool tool he built to help people explore relocation and remote work.

9 Ways to Help Your Grandchildren Financially

You may want to help your children or grandchildren financially. If you have the money, here are 9 tips for passing it on. Learn more…

Uncertain Economy: How Much to Adjust Your Retirement Plan

It is a worrisome time to be planning retirement. Explore 9 ways to adjust your plans for an uncertain economy.

Podcast: Jeff Rose — Good Financial Cents

Steve and Jeff discuss why financial control & independence is important and how to plan, save & invest your way there

I Bond Pros and Cons: Why They’re Such a Sweet Treat Right Now

I scream. You scream. We all scream for… I Bonds. Learn why there is so much excitement for I Bonds and explore the pros and cons of this investment.

Quarterly Financial Review: 9 Updates to Make to Your Plan

Want to stay on track to a secure future? Do a quarterly financial review. This article explains what to update, provides recent economic benchmarks and shows y…

Boldin aims to shake up retirement planning with a holistic approach

The Best (and Worst) Sources of Emergency Money

If you find yourself needing emergency money or income, here is a guide to 11 different sources of funding. Explore the pros and cons.

Full Retirement Age: Best Time to Start Social Security?

Your benefits are determined by your Full Retirement Age (FRA), your benefit amount and FRA and the age when you decide to start benefits.

Podcast: Cullen Roche — Inflation Risks & Investing for Retirement

Steve and Cullen, founder of Orcam Financial Group and Discipline Funds, discuss inflations risk and investing for retirement

What to Do About Inflation: How People Adjust Their Retirement Plans

Is doing nothing a sane response to inflation today? For some, absolutely. Others need to take action. Explore your options.

Boldin Advisors: Fee-Only Fiduciary Planning with a CFP®

Learn more about how you can collaborate with a CERTIFIED FINANCIAL PLANNER professional to ensure you meet your goals.

To Get the Most From Social Security, Log On

How to Find a Job After Retirement or After 50

Finding a job after retirement starts with what you want and what you need to earn. Résumé tips, job boards for older workers, and scams to avoid.