Episode 43 of the Boldin podcast is an interview with Christine Benz — author and Morningstar’s director of personal finance — and discusses the big financial and life lessons Benz has picked up over her 25-year career at Morningstar. They…
Reverse mortgages actually have 4 big benefits, all helping you with retirement! How to Get the Best Reverse Mortgage Loan Amount Getting a mortgage is one of t…
Retirement withdrawals strategy becomes important to consider as you age. You’ve spent your entire working career saving and investing for retirement. Now it’s…
What happens to your debt when you die? It’s possible that an individual can have so much debt after they die that it will wipe out the assets that they’d hope…
When approaching retirement, it’s common for people to start thinking about legacy planning: how they’ll be remembered and what they’ll leave behind. In most ca…
Pensions have pretty much gone away. We spend 20 to 30 years in retirement. And Social Security covers only a fraction of our retirement expenses. This means…
How often have you met with your financial planner? Never? Many people are afraid of contacting a financial planning professional sometimes because they don’t t…
Before retirement, life has a predictable routine. Work takes priority, and oftentimes everything else is scheduled around it. From laundry to mowing the lawn,…
Regardless of where you are in life, it’s always nice to make some extra money. And that is especially true in retirement. But, how to make money in retirement…
It has been nearly 30 years since the hit television sitcom starred in living rooms across the nation. However, we may be just reaching the golden age of the Go…
While financial and health concerns are a major part of every person’s retirement decision, it’s important to ask yourself questions that go beyond financial pr…
A retirement target-date fund is a professionally-managed mutual fund that is strategically reallocated over time to achieve both growth and security for your…
You may be worried that you have not saved enough for retirement. And the first piece of advice from most financial experts is to tell you to save more! However…
When you hear the phrase “preparing for retirement,” you probably think about savings and budgeting. However, your finances are just one aspect that you need t…
Boomerang kids—adult children who return home or rely on parental support—are increasingly preventing baby boomers from reaching retirement, as supporting them…
Have you ever heard the term “cohousing” and wondered what it means? If you’re preparing for retirement, or if you’re just looking for a change of scenery, coho…
The world of technology is constantly changing. Each year, phones, televisions, and computers grow smarter. Social media sites and web application developers gi…
Would you believe some people give retirement financial planning less attention than planning a vacation, choosing a restaurant, or buying a television? It’s a…
Chances are you’ll live longer than your parents, and much longer than your parents’ parents lived. While that sounds like a gift at face value, a longer life e…
Robots: They answer the phones at our insurance agencies; they build cars in our factories. And if we are lucky enough to own a Roomba-brand vacuum, they even v…
Are you thinking about buying a car? Will you need to buy a car at some point when you are retired? Cars can be a big purchase, and you should think carefully a…
When to retire. Getting the answer to this question is — by far — one of the biggest decisions of your life and a choice that can cause a lot of stress.
The costs of being a caregiver can be overwhelming. There is the extreme emotional turmoil. But there are also serious financial concerns– from money spent out…
For retirees, leaving the workforce means leaving a steady paycheck and beginning to tap into retirement savings and benefits. For employers, the demographic sh…
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