✨ NewRetirement is now Boldin, your financial confidence platform
Financial Planning Financial planning tools and services to put you on the path to the future you want
Blog Your guide to financial planning and retirement
Community Connect with peers and experts
Most people earn income from a job, but passive income, pensions, Social Security, investment returns, and more are all critical sources of income that you may want to mix and match throughout your lifetime.
Your income levels and the source of that income will likely evolve over time.
You might be surprised by the facts of being an entrepreneur after 50! Financial success later in life is FAR more common than you might think.
July 3, 2024 • 2 min read
Learn about the Social Security Fairness Act, new legislation that restores benefits to public service workers.
The Social Security cost of living adjustment (COLA) for 2025 will be 2.5%. Is it enough?
Here is what you need to know about Social Security and working: taxes, penalties, when to start benefits, and when to stop work.
Everyone wants to know how much is enough. Here are 10 ways to find out how much savings or income is needed for happiness.
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.
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.
Learn about the value of restricted stock units and how to use this compensation to your financial advantage.
We have significantly improved your ability to model paycheck deductions and employer contributions to savings.
Do retirees have an obligation to work? Are the benefits of a retirement job worth it? Many say no way.
Explore 9 hallmarks of being middle class and what is the one thing anyone of any class can do to advance.
The ability to open a Solo 401k is a big perk for the self employed. Learn about 12 big advantages, including the huge contribution limits.
Take a deep dive into how one retiree is achieving a secure future with guaranteed retirement income. Learn about an income floor and 3 investment buckets.
Evaluate the pros and cons of different orders of accounts for withdrawals. See how to make smart decisions about your choices.
Learn about the ideal withdrawal rate and the 4% rule. Plus, understand a more personalized approach to retirement withdrawals.
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.
A recent study found 3 traits to help you achieve a successful retirement. Adopt these maxims to achieve a more secure future.
Here is a guide for how to find lost money -- a lost 401k or other unclaimed retirement benefits. It can be as easy as 1,2,3!
You are lucky if you have a pension. You are lucky if your pension gives you different pay out options, but the choice for what to do can be confusing. Pension leveling — also called Social Security leveling — is one payout option that can be confusing. What is Pension Leveling / Social Security…
Take financial wellness into your own hands and do it yourself retirement planning: easy, comprehensive, reliable.
