Retirement Planning

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!

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

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

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.

You are probably worried about running out of money in retirement. Use this simple two-phase approach to significantly reduce your risk.

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

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

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.

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.

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.

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!

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

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

Set financial goals today to reduce stress. Learn why setting process-oriented as well as short-, medium- and long-term financial goals are critical to your success.

Top retirement articles covered Roth mistakes, wealth, average net worth, decision-making, rules, and more related to achieving a secure future.

Listen to Steve Chen and Mark Goines discuss the keys to scaling innovations, mastering distribution, and how AI is transforming the future of financial services.

Discover the opportunities and limits of modeling your Roth conversion opportunities and get 6 tips for doing better.

Listen to Steve Chen and Christine Benz discuss her new book, “How to Retire: 20 Lessons for a Happy, Successful, and Wealthy Retirement. Packed with actionable insights.

We’ll argue that average net worth is a meaningless benchmark. However, we will concede that it can be very interesting.

Use this retirement checklist of 28 wise things to do before each year’s end to set yourself up for a great 2025 and a secure future.

President Trump’s reelection likely means major policy shifts. Here are 5 considerations for preparing your retirement plans for these changes.

Want a short cut to a wealthy and happy retirement? These 24 Best TED Talks can help you feel inspired, be smarter and have a better future.

The evidence is mounting that maintaining a comprehensive financial plan is the missing link for most people who want financial security. See why everyone needs a written financial plan.

Feeling overwhelmed by a swirl of competing priorities in midlife and beyond? Here are easy-ish ways to calm your financial vortex.