The Boldin Financial Planner Take control of your plans. Retire earlier, with more security and find financial confidence.
Get expert support Make sure your plan is set up correctly with a coach. Or, talk to a CERTIFIED FINANCIAL PLANNER® from Boldin Advisors for even more guidance and support.
Resources Fuel your financial planning know-how
Blog Your guide to financial planning and retirement
If you have a pension, consider yourself lucky.
A pension takes away a lot of retirement income uncertainty, especially if you make the right decisions with regards to this valuable benefit. Should you take a lump sum or monthly payments? And, how much additional income do you need to survive?
Find out how to plan your future with or without a pension.
31.9 million forgotten 401(k)s hold an estimated $2.1 trillion. Search the National Registry, DOL database, PBGC, and more — all free.
WEP reduces Social Security benefits for some retirees. Learn what WEP is, who it affects, and how to limit the impact.
Collecting full pension? Learn when and how to access your pension, avoid penalties, and locate your pension benefits.
Learn about the Social Security Fairness Act, new legislation that restores benefits to public service workers.
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 […]
While pensions are not nearly as common as they once were, they are a very important part of the retirement plans for many of society’s most valued workers: teachers, police officers, fire fighters and more! However, it is surprisingly hard to find a reliable retirement calculator with comprehensive pension inputs. How to Plan Retirement if […]
A very common question from pension recipients is: “Our employer gives us a choice of either a pension or a lump sum when we retire. What is the better choice for me?” Choosing the Pension Option How is the Pension Being Funded? Your pension may be an annuity purchased from an insurance company by your […]
Most people categorize pensions in the same bucket as eight-track tape players, rotary phones, oversized shoulder pads and cathode-ray tube TVs — out of date. But, pensions just might become the latest retro craze — especially those you can create for yourself! NOTE: If you are lucky enough to have a pension, the Boldin Retirement […]
Episode 40 of the Boldin podcast is an interview with Kevin Hanney about the evolution of pensions and the future of employer sponsored retirement & lifetime income solutions. Kevin is the Senior Director of Pension Investments at Raytheon Technologies (formed by the merger of United Technologies and Raytheon) where he helps oversee about $100B retirement […]
While pensions are not nearly as common as they once were, they are a very important part of the retirement plans for many of society’s most valued workers: teachers, police officers, fire fighters and more! However, it is surprisingly hard to find a reliable retirement calculator with pension inputs. 5 Retirement Calculators With Pension Controls: […]
You’ve probably seen it in the movies. A worker reaches retirement and the company presents him or her with a gold watch and a nice, comfortable pension. That kind of security makes devoting years of your work life to a single company or industry worthwhile. The peace of mind that a pension affords might not […]
Take financial wellness into your own hands and do it yourself retirement planning: easy, comprehensive, reliable.