Retirement Planning

Your retirement plan is a roadmap to your future, but like all plans, it is likely to evolve and change over time.

The economy will not behave exactly as you have anticipated and your own life and goals will also change over time.

And, the best retirement planning goes way beyond your savings and investments. Numerous other factors like Social Security, when you stop work, your longevity, home equity, debt, taxes, income sources, inflation, spending, healthcare costs, lifestyle choices, and more may actually represent greater value or be more important than your savings with regards to your overall financial wellness.

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simple retirement plan

Simple Retirement Planning: An Easy 4 Step Framework for Getting to the Future You Want

Let us help you with simple retirement planning: Use this 4 step framework. No jargon, just a useful progression to the future you want.

April 17, 2025
best books on retirement planning

100+ of the Best Books on Retirement Planning, Living in Retirement, and Aging

Personal finance, investments and much more. Find fiction and many books on achieving a meaningful, happy, healthy and successful retirement.

April 15, 2025
life transitions

Life Transitions: An Expert Guide to Thriving During And After Big Transitions (Like Graduation or Retirement)

Here are 8 key insights on life transitions. Use the tips to make retirement and other big changes in your life efficient and happy.

April 9, 2025
market volatility

Market Volatility: What Percentage of Boldin Users Feel Prepared? Plus, Critical Actions to Take in Uncertain Times (Prepared or Not) 

Boldin users are resilient. Find out what percentage feel prepared for market volatility. And, explore what to do in these uncertain times.

April 3, 2025

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.

April 3, 2025
tax planning tips

Taxes in Retirement: 25 Terrific Tax Planning Tips for a Wealthier 2025 and Beyond

Planning for the future should involve strategizing to minimize taxes. Explore 25 tips to help you plan, do retirement tax filings, and save money.

March 27, 2025
best life expectancy calculators

The 10 Best Life Expectancy Calculators and Why to Use One When Planning Your Retirement

Estimating your longevity with a best life expectancy calculator is a great way to improve your retirement financial and lifestyle projections. Start now!

March 26, 2025
Boldin Tour

A Quick Video Tour of the Boldin Planner (Get Started Series 1)

Get a quick video tour of the Boldin Planner. See how to set up your plan and discover opportunities to improve your future.

March 26, 2025
retiring before 62 early retirement insurance

Retiring at 62 or Before? Average Early Retirement Health Costs + 9 Ways to Afford Insurance

Health costs before age 65 when you qualify for Medicare are expensive. Here are 9 ways to make early retirement insurance more affordable.

March 26, 2025
am i ready to retire

Am I Ready to Retire? 8 Unexpected Skills You Need for a Happy Secure Future

If you are asking, “Am I ready to retire?” Here is some good news: you don’t necessarily need $1 million dollars for a successful retirement. So, what you do need? We did a little digging and here are 8 important skills that will enable you to achieve financial security, health and the best most secure…

March 23, 2025
retire like an adult

How to Retire Like an Adult: An 11-Point Checklist for Responsible Freedom

To retire like an adult, you need a responsible and dependable retirement plan. Use this 11 point checklist to see if your future is secure.

March 20, 2025
economic uncertainty

Economic Uncertainty: 10 Ways to Improve Your Financial Well-Being When the World Feels Chaotic

Uncertainty. Fear. Confusion. Your worries might seem unmanageable, but there’s a lot you can do to improve financial well being right now. Get started!

March 13, 2025
realistic retirement expectations

The Key to a Happier Retirement? Lower (More Realistic) Expectations

Psychological research strongly suggests that realistic expectations can increase retirement happiness (and financial security too).

March 6, 2025
game strategies

Checkmate Your Money: How Winning Strategies from Your Favorite Games Can Improve Wealth & Security

Discover the key strategies to win at 9 popular games and how these lessons apply to building wealth and financial security.

March 6, 2025
mortgage in retirement

4 Arguments for Retaining Your Mortgage in Retirement

You might be surprised to learn that paying off your mortgage may not be the right financial decision. Even if it is the right emotional choice.

March 6, 2025
worried about running out of money

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.

February 19, 2025
retiring alone

17 Powerful Tips for Retiring Alone (Or, If You Become a Solo Senior During Retirement)

Whether by choice or circumstances, there are some challenges to retiring alone. Here are 17 tips for a secure, happy and single retirement.

February 13, 2025
retirement for couples

Retirement for Couples: 10 Essential Planning Conversations for a Happily Ever After

Retirement for couples: Cover these 10 topics to survive retirement with your spouse. Communication is key, especially when it comes to money.

February 9, 2025
economic indicators

Economic Indicators: 22 Data Points to Consider as You Try to Predict the Future

No one has a crystal ball, but leading economic indicators as well as unusual and personal economic indicators can help you assess the future and assist in financial decision making and planning.

February 6, 2025
spending mindset

Going from a Saving to a Spending Mindset: How to Stop Worrying, Retire, and Enjoy It

You, like many Boldin users, might have enough to retire, but are scared to start spending. Get 7 tips for moving to a spending mindset.

January 30, 2025
ways to retire

10 Creative Ways to Retire Even If You Think You Haven’t Saved Enough

Think you haven’t saved enough? Think again. The impossible becomes possible with these 10 creative ways to retire securely no matter how much you have.

January 30, 2025
scarcity

Scarcity: Don’t Let it Steal Your Retirement

Worry about the scarcity of time, money, food, etc… can be a problem in lots of situations – including retirement. Learn how to focus on what’s important!

January 30, 2025
Oliver Burkeman

Oliver Burkeman on the Surprising Benefits of Being Less Productive (and Potentially Retiring Earlier)

Explore how redefining your relationship with productivity can lead to a more meaningful and fulfilling life and perhaps an earlier retirement.

January 16, 2025
micro financial habits

17 Micro Financial Habits for More Wealth and Peace of Mind

Micro financial habits are quick, easy, and meaningful ways to do better with your money. Explore options to use in your everyday life.

January 16, 2025

Boldin Planner

Take financial wellness into your own hands and do it yourself retirement planning: easy, comprehensive, reliable.