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retirees don't want to go back to work Earning

Nope. Most Retirees Don’t Want to Go Back to Work

Do retirees have an obligation to work? Are the benefits of a retirement job worth it? Many say no way.

February 12, 2024
work retirement savings Earning

Still Working? Consider 12 Ways to Supercharge Your Retirement Savings

Consider all the strategies for maximizing saving opportunities while you are working.

February 12, 2024
Tax talk Planning

Tax Talk Made Simple: A Useful Guide Tax Lingo and Strategies

Gain valuable insights into common tax terms and some of the most popular strategies for reducing what you pay.

February 8, 2024
no regret retirement Lifestyle

The No Regret Retirement: Make Sure You Are Happy with the Big Decision

You don’t want to and can’t afford to get retirement wrong. Here are tips to make sure you are ready, willing and able to have a retirement without regrets.

February 8, 2024
lucky with money Financial Wellness

Luck Is More Important Than Talent and Hard Work For Financial Success: Explore 10 Ways To Get Luckier

The research is clear, luck is more important to success than hard work and intelligence. Find out why and explore 10 ways to get luckier.

January 31, 2024
retirement expenses Budgeting & Spending

9 Tips for Estimating Retirement Expenses: You Need to Get this Right!

If you want a secure retirement, you need to go about estimating retirement expenses. Get 9 great tips for succeeding at this difficult task.

January 31, 2024
financial roadblocks Retirement Planning

How to Breakthrough the Top 3 Mental Roadblocks to Retirement Success

You need a retirement plan even if you don’t want one. Here are 3 tips for overcoming the mental blocks to achieving a secure financial future!

January 30, 2024
revisiting estate plans Planning

Revisiting Your Estate Plan: Ensuring Your Wishes are Fulfilled

Revisit your estate values and plans annually to make sure everything is up to date and to ensure your long term wishes are fulfilled.

January 25, 2024
Financial Wellness

Podcast 75:  Financial Well-Being: A Holistic Approach with Brian Portnoy from Shaping Wealth

Steve talks with Brian Portnoy, founder of Shaping Wealth. They discuss how holistic well-being fits within the context of financial planning.

January 25, 2024
costs of long term care Insurance

The Actual Costs of Long Term Health Care

If you are misinformed about long term health care costs, you might not get the care you want. Find out how much it costs and how to pay for it.

January 25, 2024
financial jargon Financial Wellness

Making Sense of Financial Jargon: 15 Key Financial Terms to Know to Plan a Successful Future

Here are a few commonly misunderstood financial terms across investments, taxes, insurance, retirement, and estate planning.

January 18, 2024
Retirement Income

Will Retirees Use their $12.39 Trillion in Home Equity for Income? A Back Up Plan? As Inheritance?

Your home is a valuable asset. It is also a powerful financial tool for retirement. Explore 5 ways to use your home equity. Read now…

January 17, 2024
Podcast

Podcast 74: Financial Innovations and Ethics with Paul Solli and Patrick Geddes of Aperio Group

Steve, Paul, and Patrick discuss financial education, the need for better financial solutions, and the importance of ethics in planning.

January 16, 2024
marry or live together Family and Relationships

Shack Up and Save? What Are the Financial Advantages and Disadvantages to Marriage Later in Life

More and more couples over the ages of 60 are favoring cohabitation over marriage.  In fact, cohabitation among people over the age of 60 more than quadrupled between 2000 and 2020. What is Driving the Trend Toward Cohabitation? There are quite a few factors driving the trend toward cohabitation for people over 50 or 60.…

January 15, 2024
long life Lifestyle

How to Live a Long Life: 15 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?

January 4, 2024
best retirement articles Planning

Best Financial and Retirement Articles from 2023

Top retirement articles covered averages, happiness, fears, regrets, and more related to achieving a secure future.

December 26, 2023
financial worry Planning

How Worry Tricks You into Worrying More and How to Feel Good About Your Financial Future

Worrying is not the solution to financial stress. Find out about the one powerful thing you can do to feel better about your future.

December 20, 2023
sudden wealth event Planning

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. 

December 20, 2023
future of work Earning

The Future of Work: Why Some Will Work for 60 Years or More and Why it Won’t Be Awful

Experts predict lifespans will increase to 100 years or more. Explore the past, present and future of retirement in light of increasing longevity.

December 20, 2023
planning scenarios Planning

20+ Eye-Opening Scenarios to Try with a Comprehensive Retirement Planning Tool!

Explore 20 scenarios to try with the Boldin Retirement Planner. These will increase your planning know-how and build your financial confidence.

December 14, 2023
best life expectancy calculators Retirement Planning

The 10 Best Life Expectancy Calculators and Why You Should Use One When Planning Your Retirement

Estimating your longevity with a best life expectancy calculator is a great way to improve your retirement financial and lifestyle projections. Start now!

December 14, 2023
Gary danoff on the podcast Podcast

Podcast 73: Gary Danoff on Work, Purpose, and Cross Generational Planning & Literacy

Steve and Gary dive into the importance of financial literacy and how AI may impact society, especially the well being of young people. 

December 14, 2023
spousal benefits Social Security

Spousal Benefits: Learn How to Make the Most of Social Security if You Are Married

As you approach retirement, understanding spousal benefits can empower both you and your partner to make well-informed decisions.

December 6, 2023
Planning

Estimates for Your 2023 Data Are Now Available in the Boldin Retirement Planner

The Boldin Retirement Planner now shows an estimate for your 2023 year-end numbers. The 2023 values are available on all charts.

November 30, 2023

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