Happy Retirement
‘Do We Have Enough?’ How This Couple Knew When to Retire
Leslie and Thomas Martin stress-tested their portfolio and gained the confidence to retire with a personalized financial strategy.
Explore content
Happy Retirement
The Odyssey Plan: Design 3 Futures Before You Lock in Your Retirement
The Odyssey Plan helps you explore bigger possibilities, test tradeoffs, and choose with real confidence.
Aging Well
Kinder’s 3 Powerful Questions: Use These to Transform Your Financial Plan — and Your Life
George Kinder’s 3 powerful questions about life are great for anyone planning their future and wanting to ensure meaningful and thoughtful outcomes.
Aging Well
Mandatory Retirement Ages: Pros, Cons, and Why Age Alone Falls Short for Planning
Explore why you should break from conventional thinking on retirement ages, particularly the idea of a mandatory retirement age.
Aging Well
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?
Happy Retirement
Real Life Retirement Lessons From People Who Chose (or Faced) Radical, Inspiring, and Unexpected Journeys
Explore real life retirement lessons from everyday people and uncover practical insights to shape a more confident, meaningful retirement.
Aging Well
Financial Worry: How it Tricks You into Worrying More and What to Do Instead
Worrying is not the solution to financial stress. Find out about the one powerful thing you can do to feel better about your future.
Financial Wellness
Gratitude and Money: How Thankfulness Supports Financial Success
Explore how gratitude can improve your financial life by grounding decisions, reducing anxiety, and helping you plan in a way that reflects your values.
Financial Wellness
A Recipe for Financial Success: It’s as Easy as Pumpkin Pie
Do you have all the ingredients and the right recipe for financial success? It needn’t be complicated. In fact, it can be as easy as pie.
Estate Planning
The Gentle Art of Swedish Death Cleaning: 7 Reasons to De-Clutter Your Home When You Retire
Explore why de-cluttering is the ultimate retirement and estate planning task. 7 compelling reasons to clean out your closets this year. Read now…
Financial Wellness
Key Lessons from 6 New Books: Rethinking Money, Meaning, and Retirement at the End of 2025
Looking for a spark of insight, we found 6 new releases that will expand how you think about money, markets, and life.
Estate Planning
What Is Umbrella Insurance and Do You Need It?
Umbrella insurance adds extra liability protection but it isn’t for everyone. Learn who needs it and what it covers.
Happy Retirement
2025 Global Retirement Index: See Where the U.S. Ranks and Discover What Scares People Most about Retirement Around the World
Which countries enjoy the best retirement? Why? What are global threats to retirement security? Can you move to any of the top 10 locales?
Happy Retirement
8 Big Aha Moments: How a Written Retirement Plan Changed Everything for These Boldin Users
Discover the top financial aha moments! Have you experienced all of these insights? From spending and taxes to flexibility and confidence.
Financial Wellness
What Motivates You? How Financial Motivations Impact Your Decision Making
Financial motivations drive your financial decisions. Be aware of them and you will make better choices.
Happy Retirement
Societal Collapse: Should You Worry? Can You Protect Your Wealth? Should You Try?
Can you really plan for societal collapse? Most Boldin users (planners by nature) say don’t bother. Here’s their advice.
Aging Well
You Probably Haven’t Hit Peak Happiness Yet: Find Out When It Will Happen!
One of the happiest ages in life occurs in what many would consider “old age.” Find out which two years will be (or were) your happiest ever.
Happy Retirement
A Planning Mindset Is the Secret to Financial Discipline, Confidence, and Better Results
Too many people think that their financial destiny is set and can’t be changed. Find out how a planning mindset improves wealth and security.
Aging Well
Retirement Boredom: One of Many Unexpected Retirement Challenges
From retirement boredom to too much to do, here are the top 9 surprises when you stop working. Plus, 14 ways to overcome the challenges.
Happy Retirement
It’s Time to Play! Why Having Fun is So Important In both Work and Retirement
Play should be an important component of both work and retirement. Explore why it’s so important and how to do it more.
Financial Wellness
Financial Optimism: Are You Too Optimistic—or Too Pessimistic—About Your Financial Future?
Is your glass half full or half empty? Learn why financial optimism delivers better outcomes and how to develop a sunnier outlook and why optimistic realism is…
Happy Retirement
Making Sense of Retirement, 122 Great Movies About Retirement, Aging and Living a Good Life: Updated List!
Click here for the best list of movies about retirement and aging. Updated 2019.
Aging Well
What “Die With Zero” Can Teach You About Living (and Retiring) with Purpose and Joy
Die with Zero is a call to live fully. Explore the core ideas and see 8 steps to a retirement plan that leaves nothing on the table.
Financial Wellness
6 Tips for How to Manage Money for Happiness
Financial goals are usually numerical. Nothing wrong with that, but you probably also want to manage your money for happiness. Find out how.
