Retirement Planning
Retirement Planning Near Me: How to Find and Compare Options
Local retirement planners, CFPs, and fee-only advisors explained — plus a DIY option that costs $168/year instead of $10,000/year.
Explore content
Retirement Planning
5 High-Impact Retirement Planning Strategies Most People Never Use
Most people skip retirement planning strategies with the highest payoff. Here are 5 of them, including one that’s essentially free money.
Retirement Planning
ChatGPT for Retirement Planning: Does It Work?
Using ChatGPT for retirement planning? We asked ChatGPT and Boldin AI the same question: “Can I retire?” This is how they replied.
Retirement Planning
Retire at 62: What It Takes to Make It Work
At 62, Social Security is up to 30% smaller and Medicare is 3 years away. Here’s how to plan for both and know if your portfolio is ready.
Taxes
Capital Gains Tax Brackets: How Income Pushes Your Rate Higher
Think you qualify for the 0% capital gains tax rate? Your other income may have already eaten that space. Here’s why, plus the 2026 brackets.
Retirement Planning
Podcast 108: Social Security & Medicare: What’s Changing and What It Means for You with Mark Miller
Steve Chen sits down with Mark Miller to unpack the biggest changes hitting Social Security and Medicare right now.
Taxes
Roth Conversions Cost Less When Markets Are Down
A market drop lowers what you’ll owe on a Roth conversion. Learn how to turn a portfolio pullback into a long-term tax win.
Retirement Planning
‘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.
Retirement Savings and Investments
James Choi’s Formula: How Much Should You Invest in Stocks?
James Choi’s investing model suggests your stock allocation should depend on income, savings, and future earnings, not just age.
Happy Retirement
The Odyssey Plan: Design 3 Futures Before You Retire
The Odyssey Plan helps you explore bigger possibilities, test tradeoffs, and choose with real confidence.
Retirement Planning
Video: Taxes in Retirement Office Hours
Planning for the future should involve strategizing to minimize taxes. Explore 25 tips to help you plan, do retirement tax filings, and save money.
Retirement Savings and Investments
The One Chart to Review Every Time the Markets Get Unsteady
Review the long term trajectory of the S&P 500, see how long historic recoveries have taken, and learn how to protect your financial security.
Planning
TCJA Made Permanent: Your 2026 Tax Brackets Explained
Most TCJA provisions are now permanent, but your bracket thresholds, deductions, and credits still changed for 2026. Here’s what’s different.
Planning
Ikigai and Blue Zones: 3 Okinawan Secrets to a Long, Healthy Life
Want to live healthfully to 100? Learn the powerful and well researched Okinawan secrets to a long life: ikigai, moai, hara hachi bu and more.
Retirement Planning
Creating a Retirement Plan: 19 Reasons to Build Your Own
What can you learn by creating a retirement plan? Get inspired by 19 planning insights and discover your path to a secure future.
Retirement Planning
Understanding How Concepts of Time Impact Your Financial Plans
Explore how different philosophical and cultural definitions of time can provide insights into your financial decision-making process.
Retirement Planning
Write a Retirement Manifesto for the Life You Want
The transition to retirement is an ideal time to write a manifesto. In retirement you are no longer defined by the work you do for money. You can be defined by…
Planning
Lunar New Year: Financial Wellness Wisdom from Traditions
Explore how the symbolism behind lunar new year traditions actually creates the right conditions for wealth and security.
Value Your Time
Kinder's 3 Questions: Transform Your Financial Plan
George Kinder’s 3 powerful questions about life are great for anyone planning their future and wanting to ensure meaningful and thoughtful outcomes.
Planning
Fire Horse Year: Build Your Wealth in 2026
The Lunar new year starts on Feb. 17. Explore the symbolism of the Fire Horse and how to harness that energy for more wealth in 2026.
Planning
Financial Jargon: 15 Terms to Know for Your Plan
Here are a few commonly misunderstood financial terms across investments, taxes, insurance, retirement, and estate planning.
Retirement Planning
Podcast 107: What Happens Next for CalSavers? With Fiona Ma & David Teykaerts
CA State Treasurer Fiona Ma and CalSavers Director David Teykaerts break down how the state is improving retirement access.
Lifestyle
7 Dirty Financial Secrets People Keep from Spouses
7 common financial secrets that quietly undermine goals — and how bringing them into the open leads to better decisions and more confidence.
Taxes
The Overlooked Role of Tax Deductions in Roth Conversion Planning
Learn how deductions affect Roth conversions and when income can be converted without triggering federal tax. Tips for smarter Roth planning.
