Earning

Explore 9 hallmarks of being middle class and what is the one thing anyone of any class can do to advance.

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.

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.

This is a deep dive into developing a retirement income plan using the concepts of an income floor and a three bucket plan comes from Glen Nakamoto, a long time user of the Boldin Planner. Here is Nakamoto’s Story, Rational, and a Detailed Explanation of His Retirement Income Plan First of all, just to make…

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.

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.

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.

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.

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…

If you are an employee at a school, church, hospital, or other non-profit, then you are eligible for a “tax-sheltered annuity,” also known as a 403(b) plan. Don’t work for a nonprofit? Learn more about annuities and how to invest in them in a tax-advantaged way. History Of the 403(b) and Tax Sheltered Annuities The…