Happy Retirement
65 Funny and Short Quotes About Getting Older
From George Burns to Helen Mirren, these quotes on getting older will make you laugh, and also make you think. Great for cards or birthdays.
Financial Planning Blog & Retirement Resources
Social Security
Delay Collecting Social Security and Your Finances Will Win Big
You need to make a lot of choices in retirement. Many people tout the benefits of investing in real estate. However, there is a less glamorous way to use your money for better returns. Delay collecting Social Security and your finances w…
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Housing and Home Equity
Retirement Relocation Checklist and Where to Retire Quiz
Roughly 10,000 baby boomers turn 65 each day. Where to retire is a big question for this huge cohort of Americans. It can be an overwhelming decision. Hopefully…
Reverse Mortgages
Can You Get a Reverse Mortgage on a Condo?
Reverse mortgages enable you to convert your home equity into cash, but while most homes are eligible, some are not. If you live in a condominium, your property…
Value Your Time
Live Each Day: 4 Tips From the Science of Happiness
Jim McCarthy is a successful Silicon Valley executive who worked for Yahoo! as employee number 258 and grew up with the industry. In 2013 he was diagnosed with…
Retirement Planning
When It Comes to Retirement, Are You an Orchid or a Dandelion?
Dr. Thomas Boyce is a pediatrician and Distinguished Professor Emeritus in the Departments of Pediatrics and Psychiatry at the University of California, San Fra…
Happy Retirement
Retirement Lessons: Inspiring Quotes from 7 Famous Retirees
Looking for some inspiration for retirement? Check out these retirement lessons that can be gleaned from a diverse group of famous older people. The following s…
Reverse Mortgages
Reverse Mortgage Disadvantages and Advantages
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…
Annuities
Podcast: Glen Nakamoto — Building a Retirement Paycheck
Episode 41 of the Boldin podcast is an interview with Glen Nakamoto — retired cyber security analyst and financial planning enthusiast. They discuss how Glen bu…
Budgeting & Spending
Help for Seniors with Low Income: Government Benefits and More!
Need a helping hand? Find help for seniors with low income The Big Takeaways… A significant amount of qualifying seniors don’t participate in low income benefit…
Pensions
Podcast: Kevin Hanney — The Past, Present and Future of Pensions
Episode 40 of the Boldin podcast is an interview with Kevin Hanney about the evolution of pensions and the future of employer sponsored retirement & lifetime in…
Podcast
Podcast: Jillian Johnsrud — Are Mini-Retirements Worth It?
In podcast episode 39, Steve Chen and Jillian Johnsrud discuss mini-retirements and passive income.
Reverse Mortgages
Is Tom Selleck Telling the Truth About Reverse Mortgages?
If you watch TV at all, you have seen an ad featuring Tom Selleck talking about reverse mortgages. Is he telling the truth? Get the real scoop here…
Retirement Savings and Investments
How to Rollover Your 401(k) When You Retire or Leave a Job
Explore the pros and cons of rollovers and find out how to rollover your 401(k) when you retire or leave a job. It’s a big financial decision. Get it right!
Podcast
Podcast: COVID-19 Special Episode – Effect on Commercial Real Estate
Steve Chen, Chris Tokarski, and Kurt Altvater discuss the Coronavirus and COVID-19’s impact on commercial real estate, credit markets and lenders in the on-goin…
Retirement Planning
How Much Money Do I Need to Retire?
Have you ever asked yourself, “How much money do I need to retire?” Many people want to know exactly how much money they’ll need to live comfortably for the res…
Aging Well
Podcast: Doc G — Financial Independence’s Impact on Health
Episode 37 of the Boldin podcast is an interview with Doc G — a financially independent physician, podcaster and author — around the topics of financial indepen…
Estate Planning
Estate Taxes by State: Where You Live Changes What Heirs Pay
Trump promises cuts to federal estate taxes. But, unless you are very wealthy, what your heirs pay depends on where you live. Learn your state’s policies.
Family and Relationships
Making Friends in Retirement (and Before)
Making friends in retirement can be difficult, but incredibly important. Get tips for forming meaningful and joyful relationships.
Podcast
Podcast: David Stein — Money for the Rest of Us
Episode 36 of the Boldin podcast is an interview with David Stein — a former institutional money manager and current world-class podcaster with 12 million downl…
Podcast
Podcast: Larry Swedroe — A Successful & Secure Retirement
Episode 35 of the Boldin podcast is an interview with Larry Swedroe — director of research for Buckingham Strategic Wealth. They discuss his new book, Your Comp…
Value Your Time
Podcast: Scott Rieckens — Playing with FIRE
Episode 34 of the Boldin podcast is an interview with Scott Rieckens — two-time Emmy-nominated filmmaker and F.I.R.E. (Financial Independence, Retire Early) ent…
Podcast
Podcast: Rob Berger — Retire Before Mom and Dad
Episode 33 of the Boldin podcast is an interview with Rob Berger — author of Retire Before Mom and Dad: The Simple Numbers Behind A Lifetime of Financial Freedo…
Value Your Time
Retired, Abruptly: Here Are the Lessons I Learned
This piece comes from Scott Allen who is now five years into enjoying his retirement and pursuing more active work and service opportunities. My retirement did…
Retirement Planning
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