Retirement Income
What $250,000, $500,000, and $750,000 Pay You in Retirement Income
Social Security figures and 2026 withdrawal rate research show what three common retirement portfolios can generate in monthly income.
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Retirement Income
How to Pay Taxes in Retirement and Avoid IRS Penalties
Paying taxes in retirement means managing income streams, quarterly deadlines, and the IRS safe harbor, without an employer doing it for you.
Housing and Home Equity
Will Retirees Use their $14.39 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…
Aging Well
Last Minute Gifts with Life Changing Impact: Books to Inspire Financial Peace of Mind and a Good Life at Any Age
Skip the stuff. These last-minute books for financial peace of mind can change how someone thinks about money, time, and what really matters.
Family and Relationships
Social Security Strategies: 15 Tips for Making the Best Decisions
Delaying Social Security to 70 can add $100,000+ in lifetime benefits. These are the planning strategies that make the biggest difference.
Retirement Income
Want Reliable Retirement Income? Use the Spend Safely in Retirement Strategy
Spend safely in retirement? It sounds promising. Discover how to implement this retirement income strategy developed at Stanford. Read more…
Retirement Income
A Richer Retirement: Why William Bengen Now Advocates for a 4.7% Rule, Not 4%
The 4% rule is now the 4.7% rule, but safe withdrawal rates are no substitute for a holistic retirement plan.
Earning
How to Qualify for the Highest Social Security Benefit Possible
What’s the highest Social Security benefit? Will you qualify? Get easy answers for a wealthier retirement.
Earning
Five Reasons to Take Social Security Early
Thinking about claiming benefits early? Here are five reasons to take Social Security early—and how to decide if it’s right for you.
Retirement Income
Average Retirement Income: Most Retirees Live on $56,680
See how $56,680 breaks down by age, state, gender, and income source — and whether your retirement income is on track.
Retirement Income
Nobel Prize Winner Robert Merton on Why Retirement Income is More Important than Retirement Savings
Nobel prize winner Robert Merton outlines the 3 steps you need to take to create a retirement income plan for a secure future.
Earning
How to Apply for Social Security in 5 Easy Steps
Applying takes 15 minutes. Deciding when to start pays off far more, and it’s permanent. Here’s the 5-step process, plus what to weigh first.
Retirement Income
Early Retirement Withdrawals: 5 Ways to Take Penalty-Free Distributions from Your Retirement Accounts BEFORE You Turn 59.5
Five penalty-free ways to tap your 401(k) or IRA before 59½. How SEPP, Rule of 55, Roth withdrawals, and two more actually work.
Financial Wellness
7+ Powerful Actions Taken (and Not Taken) by Boldin Users During the Week of Tariff Turmoil
Tariff Turmoil wasn’t all bad for Boldin users and they have some useful advice for weathering these storms.
Retirement Income
8 Ways to Invest in Real Estate for Wealth and Retirement
Real estate can generate income, hedge inflation, and diversify your portfolio. Here are 8 ways to do it, from REITs to rental property.
Happy Retirement
Tips for Happy Retirement: 13 Surprising Ways to Boost Happiness as You Age
Happiness is easier than ever as you age. If you want to do a little extra to make sure you have a happy retirement, try these tips.
Retirement Income
Worried About Running Out of Money? Consider the 1-2 Punch Approach to Retirement Income
You are probably worried about running out of money in retirement. Use this simple two-phase approach to significantly reduce your risk.
Retirement Income
Passive Income for Retirement: 12 Creative Ideas to Boost Your Financial Security
Dividends, annuities, REITs, rental income: 12 passive income sources for retirement, compared by effort needed and what they typically pay.
Retirement Income
Retirement Income Strategies: 18 Ideas for Lifetime Wealth and Peace of Mind
18 practical retirement income strategies: See what experts recommend and decide how to create a plan for your own lifetime wealth.
Annuities
A Plan for Reliable Lifetime Income Using Bucket and Income Floor Strategies
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.
Retirement Income
How to Decide the Order of Accounts for Retirement Withdrawals: Traditional vs. Other Options
Evaluate the pros and cons of different orders of accounts for withdrawals. See how to make smart decisions about your choices.
Retirement Income
Retirement Withdrawal Rate: How to Make Sure Your Savings Last as Long as You Need Them to
Learn about the ideal withdrawal rate and the 4% rule. Plus, understand a more personalized approach to retirement withdrawals.
Earning
How Much is Enough? How to Know if You Are Earning or Saving for Optimal Happiness
If there ever was a million dollar question, it just might be: “how much is enough?” (Although, maybe in your case it would be a $50,000, $200,000, $500,000, $5…
Budgeting & Spending
Can You Live Happily in Retirement With Just 66% of Your Work Income? (Yes! Most Do)
Research suggests that average annual retirement income for retirees is far less than what they earned before retirement. And, it’s not a problem!
