Retirement Planning
Retirement Planning Tools Compared: Boldin and 13 Others
Retirement planning tools compared: full planners, free calculators, trackers, and advisor software, on cost and what each does best.
Financial Planning Blog & Retirement Resources
Taxes
Did the Big Beautiful Bill End Taxes on Social Security? What Changed for Retirees
The Big Beautiful Bill didn’t end taxes on Social Security. It added a $6,000 senior deduction through 2028. Here’s what changed for retirees.
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Retirement Planning
What to Do With Money After Kids Graduate
When tuition stops, it frees up $30,000 to $80,000 a year. Most households don’t have a plan for that money. Here’s how to put it to work.
Lifestyle
Best Places to Retire in the World: 2026 Rankings and Costs
Some 44% of Americans seriously consider retiring abroad. Greece ranked #1 in 2026. See costs, visa requirements, and where demand is going.
Retirement Planning
Why Having a Plan Gives You More Freedom in Retirement
A retirement plan isn’t about restriction. It’s what turns limited resources into real confidence. Here’s why the constraint is the point.
Planning
MaxiFi vs. Boldin: Which Retirement Planner Is Best for You?
MaxiFi sets your max sustainable spending. Boldin visualizes your full financial life and guides you at every stage. Here’s how they compare.
Retirement Savings and Investments
A Guide to Managing Sudden Wealth: Key Financial Considerations
Inheriting money? Won the lottery? Here is what you need to know for long-term financial security after experiencing a sudden wealth event.
Retirement Savings and Investments
What Buying a House for Your Child Costs Your Retirement
A $150,000 gift can cost $360,000 in retirement terms. Here’s the opportunity cost math, gift tax rules, and four ways to structure the help.
Retirement Savings and Investments
S&P 500 Dividend Yield Is 1%: How to Plan Retirement Income
A 1% S&P 500 dividend yield leaves an income gap in retirement. An income floor can bridge it, and a Treasury ladder can help build it.
Podcast
Podcast 110: Evidence-Based Investing, Index Funds & Staying the Course, with Paul Merriman
Paul Merriman of the Merriman Financial Education Foundation discusses factor investing, index funds, and long-term wealth strategies.
Annuities
What Is an Annuity? A Complete Guide to How They Work
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.
Lifestyle
Financial Gift Ideas for Graduates: Cash, Roth IRAs, and More
Give a graduate cash that lasts, a Roth IRA contribution, or a student loan payment. See which gifts fit and how gift tax limits apply.
Financial Wellness
What the Fed’s Financial Well-Being Survey Misses About Retirement, and What to Do About It
The Fed found 73% of Americans doing okay financially. Only 35% feel on track for retirement. Both numbers are right, and that’s the problem.
Retirement Savings and Investments
What’s a Safe Withdrawal Rate in 2026? Morningstar Weighs In
Morningstar puts the safe withdrawal rate at 3.9%, but flexible strategies can push it to 5.7%. Seven takeaways and what they mean for you.
Family and Relationships
Retirement Planning for Couples: How to Build One Plan
Retirement planning for couples means one plan for two lives. Coordinate retirement dates, Social Security, savings, taxes, and the survivor years.
Retirement Savings and Investments
Vanguard Target Retirement Lifetime Income: What It Can and Can’t Do for You
Vanguard’s new target-date trusts put guaranteed income inside your 401(k). But a floor isn’t a plan. Here’s what the product can’t tell you.
Retirement Jobs
Legitimate Work From Home Jobs for Seniors With No Experience
Work from home jobs for seniors with no experience, with 2025 pay for each role, scam red flags, and what job income means for Social Security.
Retirement Savings and Investments
Balanced Funds: Are They a Good Choice in Retirement?
Balanced funds simplify investing while you’re saving. But proportional withdrawals can limit flexibility in retirement when it matters most.
Retirement Planning
How a Single, Self-Employed Woman Built Her Retirement Plan
She was self-employed, single, and unsure she’d saved enough. Then the Boldin Planner showed the full picture, and the answer surprised her.
Retirement Planning
Americans Want to Live to 91. How Long Will Your Retirement Last?
Retirement planning assumes a lifespan of 79, but most Americans hope to live longer. Here’s how your plan can last as long as you do.
Retirement Planning
Retirement Regrets: 15 Things Retirees Wish They’d Done Differently
About 3 in 4 Americans have a financial regret. Here are the 15 retirees cite most, and how to fix each one.
Retirement Planning
Retirement Spending Plan: How to Know If Your Number Is Right
Retirement spending estimates are often too low, but a retirement spending plan can change that. Here’s how to keep your money from running out.
Podcast
Podcast 109: DIY Investing, Long-Term Care, & the AI Future, with Erin Talks Money
Erin Moriarty of Erin Talks Money explores the emotional side of money, retirement spending, and how AI is reshaping financial planning.
Earning
20 Best Part-Time Jobs for Retirees, With Pay Ranges
Consulting pays $40–100+/hr, tutoring $15–30/hr. See pay ranges for 20 flexible part-time jobs, plus how work affects Social Security.
Retirement Planning
Running Out of Money in Retirement: What Happens and What to Do
Running out of money in retirement leaves you living on Social Security and safety-net programs. See what happens, who’s at risk, and how to avoid it.
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