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President Trump’s reelection likely means major policy shifts. Here are 5 considerations for preparing your retirement plans for these changes.

Should you try to cut housing costs? Is there an option that is right for you? Downsizing? Retire abroad? Refi? Explore your options.

Worried about money? You’re probably in better shape than average! Compare your balance to the average cash, savings, home equity of others.

Giving money to family can be rewarding, but at what cost? Explore 6 important facts about supporting family members.

Want a short cut to a wealthy and happy retirement? These 24 Best TED Talks can help you feel inspired, be smarter and have a better future.

The evidence is mounting that maintaining a comprehensive financial plan is the missing link for most people who want financial security. See why everyone needs a written financial plan.

Feeling overwhelmed by a swirl of competing priorities in midlife and beyond? Here are easy-ish ways to calm your financial vortex.

If you’re near retirement age, then perhaps what scares you more than spiders and goblins is your financial future.

There may be $100,000 reasons to delay the start of Social Security. It’s tempting to start early, but your paycheck increases if you wait.

It’s 2024 Medicare Open Enrollment time. Here are 14 tips for getting great coverage and lowering medical costs.

Discover how radical optimism can reshape your personal finance approach—from embracing uncertainty to anticipating the future—and unlock sustainable wealth and well-being.

Click here for 5 simple financial planning steps that can help or a loved one plan for the financial stress of dementia or Alzheimer’s.

Boldin has been named as a Top Innovator in the Prospering in Longevity Challenge by UpLink, the open innovation platform of the World Economic Forum.  Learn more about the award.

Did you know that financial planning is an excellent way to boost happiness hormones? (In addition to ensuring a secure future!) Find out how!

The Social Security cost of living adjustment (COLA) for 2025 will be 2.5%. Is it enough?

Forty percent of insurance claim appeals are successful. It is definitely worth asking questions and fighting claim denials. Learn about the right steps to take.

We want a happy, stress-free life after retirement. However, many of us also want a meaningful life. Find out how to plan for a meaningful retirement.

Lessons from Nobel Prize winner Daniel Kahneman’s book “Noise” can help you make better financial decisions. Find out how.

A secure retirement is hard to achieve – especially if you are leaving money on the table. Here are 7 tips to increase wealth.

For many, becoming a millionaire is a desirable (and useful) milestone. Here are 14 myths about millionaires and some tips for how to become one at any age.

Boomers were never average. However, here are 11 exceptional tips for the transition to retirement that apply to us all. Read now…

Heading into retirement can be a difficult in-between-time. Here are 8 ideas for how to thrive as you navigate the transition.

The average that people got right was a mere 30 percent. How will you score on this quiz of retirement financial literacy? Find out now!

Don’t think you could possibly save more money for retirement? These tips will help you shift your mindset for a secure and happy future. Read now!