Showing results for "retirement budget"

Retirement planning has never been more complicated. With changes in the economy and uncertain times ahead, you might think you need a finance degree to get it right. But then again, it’s never been so simple. Fortunately, there are tools called retirement calculators that help clear the murky water. A quick Google search will show […]

What can you learn by creating a retirement plan? Get inspired by 19 planning insights and discover your path to a secure future.

If you are in the countdown to retirement – marking the days until you can launch into the next stage of your life –  this checklist is for you. In the past, many people thought of retirement as a time of life when things slowed down. Now, retirement is more of a blast off into […]

Deciding when to retire? Getting close to the date? Asking yourself what difference a year makes? Explore the financial and emotional considerations of 1 more year.

How to make sense of retirement planning? Here is your guide to 16 retirement numbers that could be important for a secure future.

Despite what many quick retirement calculators lead you to believe, retirement planning is an ongoing process and not something you can do in 5 minutes. Here we break down the steps for creating a plan. Use this checklist for retirement planning if you want to feel great about your financial future. Whether your are fabulously […]

Use this retirement checklist of 28 wise things to do before each year’s end to set yourself up for a great 2025 and a secure future.

Explore 20 scenarios to try with the Boldin Retirement Planner. These will increase your planning know-how and build your financial confidence.

Here are 28 retirement investing tips from today’s greatest financial minds. Just one of these lessons might make your dream retirement a reality.

Listen to Steve Chen and Christine Benz discuss her new book, “How to Retire: 20 Lessons for a Happy, Successful, and Wealthy Retirement. Packed with actionable insights.

There is a lot of confusion about financial planning. Here are 18 of the biggest misconceptions.

Episode 47 of the Boldin podcast is an interview with Steve Vernon — a writer and research scholar at the Stanford Center of Longevity — and discusses the Spend Safely in Retirement Strategy that Vernon came up with and, secondly, his new book, Don’t Go Broke in Retirement. Listen Now: Don’t miss out on future […]

There is a lot to do as you near retirement. And, it goes beyond creating a robust financial plan. Money is only part of the equation.

You might be nervous about your future but research suggests that you should run – not walk – toward retirement.  Get ready to retire because the best times of your life await you. Most People Find that Retirement is the Happiest Period of Life Research from Age Wave and Merrill Lynch found that, of all […]

If the thought of retirement has you furrowing your brows in anguish, you’re not alone. The possibilities of high medical bills, running out of savings and not being to afford daily expenses are Americans’ top three concerns around retirement, a recent Bankrate.com survey reveals. Other factors like the viability of Social Security weigh heavily on […]

Planning your future retirement is complicated.  Creating a secure retirement plan requires that you know what you want and then being able to put together what you have to achieve your goals.  While retirement planning is not child’s play, it might be easier if you think about the components of your plan as being a […]

Most retirees plan their finances. Few plan who they’ll be. Here are ways for rebuilding purpose, including mindfulness and ikigai.

Episode 25 of the Boldin podcast is an interview with Mark Miller, a long time journalist, editor and founder of Retirement Revised. Mark is the former editor of the Sunday edition of the Chicago Sun Times and he’s a nationally-recognized expert on trends in retirement and aging. We cover some of the key considerations people […]

Retirement for couples: Cover these 10 topics to survive retirement with your spouse. Communication is key, especially when it comes to money.

President Theodore Roosevelt once said, “Nothing in the world is worth having or worth doing unless it means effort, pain, difficulty.” And if you consider retiring in your golden years a goal worth having, well then you better be prepared to work for it, says best-selling author Kurt Rosentreter, senior financial advisor for Manulife Securities. […]

We hear a lot of horror stories these days about people saving too little, but the fact is that some people are actually saving too much for retirement. It is possible to have too much of a good thing…  It’s safe to say that my grandfather is one who saved too much because even though […]

Episode 8 of the Boldin podcast is an interview with Chris Mamula — a “Financial Independence Retirement Early” (FIRE) proponent and writer for both Can I Retire Yet? and Eat the Financial Elephant. Chris discusses his journey from a “normal” guy to becoming financially independent at 41 years old. In this interview he addresses potential […]

Jack Kerouac is quoted as saving: “Great things are not accomplished by those who yield to trends and fads and popular opinion.”  While, this is generally true, great things might happen to you if you are part of some of the recent retirement trends. Allianz Life recently surveyed 3,000 Americans, including 1,000 baby boomers aged […]

As one of the top editors at My Bank Tracker, Claire Tak is an expert in retirement planning and figuring out what you need to save. She spoke with us about how to plan for retirement the right way. What are some common misconceptions you see about retirement planning? One of the biggest misconceptions folks […]