Budgeting & Spending
5 Easy Ways To Save More Than $5,000 (This Year!)
Review These Tried and True Ways to Save Money: In this article, we present five ways for you to save money. 1. Keep Track Of Your Accounts One of the easiest w…
Financial Planning Blog & Retirement Resources
Family and Relationships
How to Fund College Education When You Are Trying to Retire
College costs can feel overwhelming — especially if you are trying to retire sometime soon (or even just save for a future retirement). How to fund college education is a critical question and families need to explore all of their options.…
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Retirement Savings and Investments
Drip or Draw: What to Do with Stock Dividends in Retirement?
Stocks that pay dividends can be enormously appealing to retirees. But what to do with those dividends can be confusing. Should you participate in a Dividend…
Podcast
Podcast: Michael Batnick on Big Mistakes and Finding Your Calling
Episode 16 of the Boldin podcast is an interview with Michael Batnick — Director of Research at Ritholtz Wealth Management LLC and author of Big Mistakes. We di…
Retirement Planning
Say Hello to PlannerPlus Print Report and Download Data: Look at Your Retirement Plan in a New Way!
We at Boldin are happy to announce delivery of some of the most requested retirement planning features: a printable report and downloadable data. PlannerPlus su…
Retirement Planning
Financial Anxiety Skyrockets: Why You Are Worried Even if You Have Saved More than the $14,500 Median
Is the retirement crisis real? Whether or not you yourself are suffering, financial anxiety is acutely felt by many Americans. Research from the Employee Benef…
Retirement Jobs
Are You Unhappy at Work? Is Retirement the Right Answer?
Job satisfaction in the United States has been falling since the late 1980s. Across all economic and age levels, around 50 percent of all American workers are…
Retirement Planning
How to Prepare for these 7 Terrible Things Will Likely Happen in Your Retirement
There are a lot of things that can potentially go wrong in retirement. Stocks could fall, inflation could skyrocket, high tides might flood your beach side ret…
Budgeting & Spending
3 Easy Ways to Achieve Your 2018 Financial Resolutions: It’s Not Too Late!
According to a report by NerdWallet, in 2018 84% of people made financial resolutions. If you are among these planners, but haven’t quite achieved your goals,…
Podcast
Podcast: Penny Hoarder Founder on Mission-Based Work, the Gig Economy and Entrepreneurial Success
Episode 15 of the Boldin podcast is an interview with Kyle Taylor — founder of The Penny Hoarder — the fastest-growing private media company in the U.S. for the…
Retirement Savings and Investments
Can You Recover if the Stock Market Crashes?
The stock market is enjoying a crazy long record setting expansion. By some measures, this is the longest bull market in the history of the United States. If t…
Budgeting & Spending
The First Lifelong Victims of the Income Gap Are Retiring and Bankruptcy Rates Are Skyrocketing
If you made it into the ranks of high income earners, you are probably going to be okay in retirement. If you are part of the working class, the news is not as…
Medicare and Health Insurance
9 Things You Need to Know About the New Medicare Cards
The more things change, the more they stay the same. In response to privacy concerns about the old Medicare cards that included your Social Security number on…
Retirement Planning
Overcome These 12 Big Financial Planning Mistakes
Very few people are experts at managing their finances, planning retirement, building wealth, and ensuring a secure future. Effective money management is often…
Podcast
Podcast: Legendary Investor Jim O’Shaughnessy on Active vs. Passive Investing
Episode 14 of the Boldin podcast is an interview with Jim O’Shaughnessy – founder of O’Shaughnessy Asset Management. We discuss the investing lessons he’s learn…
Podcast
Podcast: Fritz Gilbert and His Fat FIRE Approach to Retirement
Episode 13 of the Boldin podcast is an interview with Fritz Gilbert — founder of The Retirement Manifesto. Fritz discusses a “Fat FIRE” approach to retirement.…
Retirement Planning
Financial Freedom: What It Really Is and 14 Tips for Achieving It
Financial freedom. It sounds good. But what is it really? Is it freedom to buy new shoes on a whim? Splurge on fresh strawberries? Buy tickets to the Superbowl?…
Podcast
Podcast: Early Retirement Insights from a Former DEA Agent, Bruce Goldberg
Episode 12 of the Boldin podcast is an interview with Bruce Goldberg. Get the fascinating inside scoop on the real life of a former drug enforcement agent and h…
Reverse Mortgages
Can You Benefit From Refinancing Your Reverse Mortgage?
Often times, a reverse mortgage transaction involves refinancing an existing “forward” mortgage into a reverse mortgage. However, it’s also possible to refinanc…
Retirement Planning
Note from the Founder: Hacking Retirement
Last month I went wake surfing in the freezing waters of Lake Tahoe. The good news? Unlike the first few times I tried it, this time I succeeded! I got up and r…
Podcast
Podcast: Nobel Prize Winner Robert Merton on Fixing Retirement
Episode 11 of the Boldin podcast is an interview with Nobel Prize winner Robert Merton. Professor Robert Merton is a globally recognized economist and expert on…
Reverse Mortgages
Bumpy Road in Retirement? Learn How a Reverse Mortgage Can Be Your Spare Tire
The road in retirement can have all sorts of twists, turns and probably some pot holes.If you’re not prepared, these bumps have the potential to derail your fin…
Retirement Planning
Now Available: 7 Big Powerful New Features in the Boldin Retirement Planner
We have announced this before, but it is true again: the Boldin Retirement Planner is now better than ever. We are VERY excited to announce the availability of…
Podcast
Podcast: Mary Beth Franklin on Avoiding Big Social Security Claiming Mistakes
Episode 10 of the Boldin podcast is an interview with Mary Beth Franklin. Mary Beth is a nationally recognized expert in Social Security claiming strategies.…
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