Financial Planning Blog & Retirement Resources

Don’t Panic and 4 Other Quick Reminders for an Economic Downturn

Here are 5 quick and easy tips to consider as stocks slide, interest rates rise, and inflation persists.

78% of People Aren’t Ready for Retirement: The Good News? Everyone Can Improve Their Financial Prospects

Worried you aren’t ready for retirement? You aren’t alone and the fixes aren’t too painful. Improve your financial prospects.

What’s Your Personal Inflation Rate?: Inflation is Not an Equal Opportunity Phenomenon

Average inflation is high. But, what is your personal inflation rate? Find out how to calculate and what it means.

Medicare Advantage Plans Too Often Deny Care and Claims: What to Do About It

A government report finds that Medicare Advantage plans are denying coverage and claims. Find out what to do about it.

9 Tips to Help Your Grandchildren Financially and Otherwise (I Bonds Are a Hot Topic)

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…

Planning Retirement in an Uncertain Economy: How Much Should You Adjust Your Plans?

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

What Does Fiduciary Mean?

Want an advisor who works for your best interests? Find someone who acts as a fiduciary. Find out what that means and why its important.

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 Now (April 2022)

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…

What’s New? Recent Enhancements to the Boldin Retirement Planner

From being able to model a change to your future rates of return to new classes, check out the exciting enhancements we have added this quarter.

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: Is it the Best Time to Start Social Security Benefits?

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 Are People Adjusting Retirement Plans in the Face of Rising Costs?

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

Boldin Advisors: Understanding Our Fee-Only Fiduciary Guidance from a CFP® Professional

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

Great Financial Advice in 8 Words or Less

Financial advice is often complicated. However, it can be simplified. Browse wisdom for saving, investing, spending and living.

To Get the Most From Social Security, Log On

Is a Financial Advisor Worth It? 12 Tips to Help You Figure Out if You Need to Pay for Financial Advice

Is a financial advisor worth it? Explore 12 tips to help you assess if you need or should work with an advisor. Read now!

401k Plans Getting Better: Are They Reason Enough to Work Longer?

Retirement savings programs are improving and most Americans now want to save more. What is a good employer match? How does yours compare?

9 Tips for Finding a Job After 50 or After You Have Retired

You are getting better with age. Finding the right job might be more difficult. Overcome the adversity with these 9 tips.

Advice from Betty White on Not Retiring, Aging Well, and Living a Happy Life

Betty White, the Golden Girl, lived well and vibrantly and offered fans lots of insight into making the most of life at every age.