Long Term Care
Is an Asset Protection Trust the Right Solution to Your Long Term Care Riddle?
Asset protection trusts are one way to cover long term care costs. However, there are big disadvantages. Learn more and discover alternatives.
Financial Planning Blog & Retirement Resources
Podcast
Podcast: Jillian Johnsrud — Are Mini-Retirements Worth It?
In podcast episode 39, Steve Chen and Jillian Johnsrud discuss mini-retirements and passive income.
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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…
Estate Planning
Estate Planning: 11 Documents You Need for Coronavirus and Always
Now is a great time to update your estate plans. Get tips for doing it during coronavirus distancing and find a complete guide to the documents you need.
Aging Well
Retirement in the Time of Coronavirus: 18 Tips for How to Plan Your Future Amid this Health Crisis
Here are 18 tips for planning your retirement future amid this health crisis. From evaluating your finances to staying sane and healthy, this is the guide.
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…
Retirement Planning
Significant Changes to Boldin Retirement Planner: See Your Updated Projections Now
Check out the latest changes to the Boldin Retirement Planner. We have made some major adjustments to tax treatment. Your future plans are now more reliable tha…
Retirement Savings and Investments
Will the Coronavirus Impact on Investment Markets and the Economy Be Particularly Difficult for Retirees and People Close to Retirement?
Here are some thoughts from Jim Seifert on the economy and retirement amid the coronavirus crisis. Jim was a serial entrepreneur from age 17 until age 40. After…
Estate Planning
Estate Taxes: Where You Live is a Big Factor for How Much Your Heirs Will 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.
Reverse Mortgages
When is the Best Time to Get a Reverse Mortgage? Wait or Act Now?
You might be surprised by how many people are interested in learning about reverse mortgages. There are borrowers from every state, from a wide variety of socio…
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.
Retirement Savings and Investments
What to Do When Stocks Go Down: 10 Surprising Moves
Are you trying to figure out what to do when stocks go down? Check out these 10 tips. Numbers 3, 7 and 9 are particularly useful!
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…
Retirement Jobs
14 Reasons Why Retirement Jobs Are the Best!
Retirees and other working seniors are learning that retirement jobs can be more than just work. Here are 14 reasons to consider working after retirement.
Happy Retirement
Purposeful Ideas for Retirees Seeking a Second Career or a Big Life Change
Lots of people “retire” to a whole new second career or a very different way of life. In fact, for the majority of retirees, retirement no longer means pursuing…
Reverse Mortgages
How Do You Qualify for a Reverse Mortgage?
Qualifying for a reverse mortgage is relatively straightforward. There are age, type of house and financial qualifications. Find out if you are eligible.
Retirement Planning
New and Useful: Retirement Planner Now Has Additional Withdrawals Strategies, Tax Enhancements and More…
The Boldin team is always scrambling to add new and useful functionality to the Boldin Retirement Planner. This week we are introducing additional withdrawal st…
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…
Reverse Mortgages
How to Get the Best Reverse Mortgage
If you want to stay in your home and either increase your financial flexibility or get money now, follow these 7 steps to the best reverse mortgage for you.
Retirement Planning
Important: New SECURE Act Brings Big Changes for Retirement Planning
The SECURE Act — formally known as the “Setting Every Community Up for Retirement Enhancement” Act — is designed to help people better use retirement savings an…
Podcast
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…
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Boldin Planner
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