Retirement Planning

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

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Retirement Planning

When Can I Retire?

When can I retire? It’s a question you probably ask weekly or monthly, if not daily. The problem is that there is no one “right” answer. There are a variety of…

Family and Relationships

The Retirement Calculator for Married Couples

Retirement planning is complicated. Retirement planning when you are married – or part of any kind of committed couple – is doubly complicated. If you are marri…

Retirement Income

Podcast: Dana Anspach — Retirement Income Planning

The 50th Boldin podcast! This time, Steve Chen is joined by guest Dana Anspach — Certified Financial Planner™, author, and the founder of Sensible Money — and d…

Podcast

Podcast: JL Collins — The Simple Path to Wealth

Episode 48 of the Boldin podcast is an interview with JL Collins — a best-selling author and financial independence guru — and discusses the what, why, and how…

Retirement Planning

The Ulysses Strategy: 5 Tips to Tame Fear and Greed

The Ulysses Strategy (Ulysses is the Latin name for Odysseus) is a method financial planners developed to keep savers and investors from listening to the sirens…

Retirement Planning

Retirement Planning Guide: 8 Steps to a Better Future

ADVERTORIAL Financial planning is probably not on your top ten list for how to spend your time. However, getting your hands around your finances and planning a…

Value Your Time

The Secret to a Happy Retirement? A Schedule!

Before retirement, life has a predictable routine. Work takes priority, and oftentimes everything else is scheduled around it. From laundry to mowing the lawn,…

Family and Relationships

Boomerang Kids: Boomers Have a Retirement Problem

Boomerang kids—adult children who return home or rely on parental support—are increasingly preventing baby boomers from reaching retirement, as supporting them…

Boldin Planner

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