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long life Lifestyle

How to Live a Long Life: 10 Habits of Happy and Healthy Aging 

You know diet and exercise can help you live a long life. Have you also developed the social, emotional and financial habits you need to thrive?

June 25, 2024
Family and Relationships

What Happens When You Inherit Money? 7 Ways to Prepare

Knowing what happens when you inherit money can enable you to improve plans for your own life.

June 20, 2024
Andrew Biggs Retirement Income

Podcast 80: Andrew Biggs on the “Retirement Crisis” (He Says There Isn’t One) and a Look at Social Security

Policy expert, Andrew Biggs, discusses the so called “retirement crisis” and shares his thoughts on the solvency of Medicare and Social Security.

June 20, 2024
financial stress Financial Wellness

Don’t Worry, Be Happy: 11 Ways to Reduce Financial Stress

Don’t worry, be happy… Here are 11 real steps you can take that will enable you to experience less financial stress.

June 20, 2024
Lifestyle

The 17 Best Places to Retire in the World: Explore Unexpected Locations!

Far flung locations are some of the best places to retire in the world. Explore a range of 17 surprising retirement destinations.

June 19, 2024
2026 Tax Brackets TCJA expiration Planning

TCJA: Why Your Taxes Are Likely to Increase in 2026 and What to Do About It

Due to the the TCJA expiration, your 2026 tax brackets and rates will rise. Find out why and how to prepare for the increase.

June 13, 2024
the algebra of wealth Financial Wellness

The Algebra of Wealth: 10 Lessons from Scott Galloway’s New Book

In his new book, The Algebra of Wealth, Professor Scott Galloway offers a path to economic security.

June 13, 2024
Retirement Planning Guide Retirement Planning

Retirement Planning Guide: 8 Steps to a Better Future

Use this retirement planning guide to get the secure and happy future you want. Gain confidence with these 8 easy to follow steps.

June 12, 2024
retirement motivations Planning

Retirement Motivations: Are You Stumbling Toward or Joyfully Leaping into Retirement?

Explore 8 most often cited motivations for leaping into retirement. A few of them might really surprise you.

June 6, 2024
housing market Financial Wellness

Why the Housing Market is More Important than the Stock Market for Most People

People often worry about the wrong things. You might be watching the stock market, but other metrics are significantly more important to most.

June 6, 2024
Financial Wellness

Midlife Stress: Understanding the U-Curve of Happiness and How to Feel (and Do) Better

Kids, retirement, and aging parents – midlife brings a lot of competing priorities. Here are 8 things you can do to overcome feelings of financial stress.

June 6, 2024
Planning

Boldin vs Other Best Retirement Planning Software and Tools

Wondering about the best retirement planning software? Assess Boldin vs other platforms from the perspective of real users.

June 4, 2024
second careers Earning

An Encore Career? 5 Tips for a Second Career In Retirement

Second careers may be the key to a successful retirement. Get tips on the best careers and how to make money, find meaning and have fun.

May 30, 2024
financial planning myths Planning

18 Big Financial Planning Myths: What Are You Getting Wrong About Retirement?

There is a lot of confusion about financial planning. Here are 18 of the biggest misconceptions.

May 30, 2024
successful retirement Retirement Planning

Keys to a Successful Retirement: The 3 Attributes of Financially Solvent Retirees

A recent study found 3 traits to help you achieve a successful retirement. Adopt these maxims to achieve a more secure future.

May 30, 2024
Relocation for retirement Lifestyle

Considering a Relocation? There Can Be Surprising Benefits to Moving

Relocation may have surprising emotional benefits. However, most people want to stay put. Explore pros and cons of moving for retirement (or anytime).

May 23, 2024
financial mapping Value Your Time

Financial Mapping: A Retirement Plan Is Like a Navigation System for Your Money and Time

Financial mapping, creating a roadmap for your money can help you with better financial habits, decisions and outcomes. It’s GPS for your finances.

May 23, 2024
retirement bucket strategy Retirement Savings and Investments

Is a Retirement Bucket Strategy Right for You and Your Money? (And, How to Calculate)

Is a retirement bucket strategy right for you? Learn how to calculate your buckets and model them in your financial plan.

May 23, 2024
Planning

Understanding How Concepts of Time Impact Your Financial Plans

Explore how different philosophical and cultural definitions of time can provide insights into your financial decision-making process.

May 21, 2024
how to build wealth Planning

28 Keys to Building Wealth (Even Building Wealth After 50)

Building wealth can happen even after age 50! Just follow a few of these 28 best practices and habits consistently. Read now!

May 16, 2024
wealthiest retirees Financial Wellness

Are You Among the Wealthiest (Top 5%) of All Retirees?

What does it take to be the top 1%, 5%, 10%, or 50% for wealth in retirement? See how wealth is defined and where you stand.

May 16, 2024
Robert Brokamp Podcast Financial Wellness

Podcast 79: Wealth & Wisdom with Robert Brokamp

Get valuable insights on retirement, purpose, and investing from Robert Brokamp, CFP, author, and a senior advisor at Motley Fool.

May 9, 2024
does money buy happiness Financial Wellness

11 Ways Money Really Can Buy Happiness

Does money buy happiness? It does if you know how to spend it. Find out how to improve your quality of life with the right kind of spending.

May 9, 2024
sequence of returns risk Earning

What is Sequence of Returns Risk? How Can You Protect Your Retirement from It?

What is sequence of returns risk? Hint: timing is everything when it comes to withdrawing your savings. Find out how to maximize your retirement income for the long haul.

May 9, 2024

Boldin Planner

Take financial wellness into your own hands and do it yourself retirement planning: easy, comprehensive, reliable.