Financial Planning Blog & Retirement Resources

A New Approach to Retirement Planning

An interview with Boldin’s founder, Stephen Chen, was featured on Forbes this week.  The magazine hailed Boldin as “A New approach to Retirement Planning.” The…

Boldin: A New Approach to Retirement Planning

Fixed Income Annuity: Solve 3 Big Problems with 1 Investment

Fixed income annuities can have many key benefits for retirees.  Of all the challenges we face in preparing financially for retirement — creating a steady incom…

What Is an Annuity? Hype or Hope for Your Retirement?

An annuity trades a lump sum for guaranteed income. Here’s how the main types work, what they cost, and how to know if one fits your plan.

Expert Interview Series: Sheri Abrams on Social Security Disability

An illness or injury can totally derail the best laid retirement plans, making it difficult or impossible to earn an income. In 2014, 2.5 million Americans appl…

7 Facts About Grandparenting from Leslie Stahl

Lesley Stahl knows a lot about many different things.  As a long time journalist, she has covered the Watergate scandal, President Reagan’s assassination attemp…

The Cheapest Places to Retire

In the years leading up to retirement, people often ask themselves, “When should I retire?” As retirement becomes a closer reality, the question turns to “Where…

What is an IRA Account and Why You NEED One?

Planning for retirement is probably one of the most confusing jobs that you’ve ever taken on. There are so many choices to make, and so many so many questions t…

The Tax Implications of Reverse Mortgages

The Tax Implications of Reverse Mortgages It’s tax season.  For both new and prospective reverse mortgage borrowers it brings to mind questions about how the mo…

Financial Guru Jane Bryant Quinn Recommends a Fresh Look at Reverse Mortgages

Reverse mortgages aren’t what they used to be. Recent program changes have not only made these loans safer for borrowers, but they’ve also made them better fina…

Simple Living in Retirement: A Happy Retirement is the Ultimate Luxury

There’s a trend in retirement, and it’s not the luxurious life dripping with luxury vehicles and champagne breakfasts. A simpler and more modest approach has st…

Is Your Nest Egg Hidden In Your Nest?!

Do you have a nest egg? You might, but you may not even know it. That’s because your nest egg may actually be your “nest,” that is, the home you live in now. If…

The Top 3 Reasons To Get a Reverse Mortgage

If you’re approaching retirement, or have already stopped working full time, you might be eyeing your savings and your investment portfolio wondering: will it l…

Christmas or Retirement? Put Your Holiday Spending in Perspective

The holidays are right around the corner, and while that involves the excitement and cheer of family get-togethers and festive parties galore, for many it also…

Average Retirement Income 2016: How Does it Compare to Your Plans?

The average retirement income is probably a lot less than you think. As surprising as it might sound, the average American’s retirement income is barely over $1…

The New Retirement Plan That Banks Don’t Want Seniors Knowing

You may be surprised to find out how much money seniors can receive through a Reverse Mortgage. Still unknown to many, this brilliant retirement method is helpi…

Seniors Are Learning Technology from Younger Generations

There’s something powerful about knowing that it’s never too late to learn something new. It can be as simple as putting yourself out there and welcoming new ex…

Planning for Retirement Through Life’s Stages

There’s no single way to go about planning for retirement. That’s not just true from person to person. It also changes dramatically as you age. Good retirement…

6 Ways Retirement Calculators Can Help You

The retirement calculator is an excellent retirement planning tool because it makes it easier for people to get a more accurate picture of what their financial…

Avoid These 5 Big Annuity Mistakes

People seem to either love annuities or hate them.According to Kiplinger, only about eight percent of Americans get any sort of retirement income from private a…

Early Retirement Calculator: Crunch Your Numbers and Find Your Earliest Retirement Age

Early retirement isn’t an unattainable dream. It’s what you want out of life now and in retirement that determines when you can retire. An early retirement is n…

6 Financial and Retirement Planning Blogs You Should be Reading

The more you read, the more you know, and the more you read about retirement planning, financial planning and personal finance the better off you’ll be. You cou…

12 Lifestyle Blogs That Help You Imagine a Happy and Healthy Retirement

There’s certainly no shortage of retirement blogs, but many, if not most of them, focus on financial matters. That’s important, but not everything in retirement…