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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Counting Down the Days to Retirement? 8 Ideas for How to Thrive as You Wait for the Big Day

Heading into retirement can be a difficult in-between-time. Here are 8 ideas for how to thrive as you navigate the transition.

September 18, 2024

Can You Do Better than Average on a Quiz of Your Retirement Financial Literacy?

The average that people got right was a mere 30 percent. How will you score on this quiz of retirement financial literacy? Find out now!

September 18, 2024
how to save more money

How to Save More Money: 23 Smart and Mostly Easy Ways to Boost Your Savings

Don’t think you could possibly save more money for retirement? These tips will help you shift your mindset for a secure and happy future. Read now!

September 18, 2024

7 Simple Tips for How to Invest for Retirement

Knowing how to invest for retirement can be complicated and it is not an innate skill. However, you can do it with these 7 simple tips.

August 27, 2024
retirement expenses

10 Major Retirement Costs Overlooked by a Many Americans

Underestimating expenses is a good way to run out of money. Learn about commonly overlooked retirement expenses. You’ll be surprised by #1.

August 15, 2024
retire abroad

How to Retire Abroad: 12 Tips for Retirement Overseas

Have you always thought about living in another country? Learn how to more your dreams of living abroad closer to reality.

August 15, 2024
books about retirement and aging

Books About Personal Finance, Retirement Planning, Living in Retirement, Aging: Make the Most of Your Money and Time

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

August 8, 2024
managing money in retirement

10 Tips for Planning to Manage Your Money in Retirement

In some ways managing money in retirement will be easier and in other ways it will be harder. Here are 10 tips for getting it right.

July 29, 2024
life after retirement

Hurry! Life After Retirement is Going to Be Great (Assuming You Are Truly Ready)

Run don’t walk toward life after retirement. Research says it will be the best time of your life. Explore 8 tips to get ready to retire now!

July 25, 2024
retirement surprises

18 Retirement Surprises: What Retirees Wish They Knew About Retirement BEFORE Retiring

Here are a 18 possible retirement surprises. Make a plan and be prepared. Though the biggest surprise might be that you’ll make it work no matter what.

July 18, 2024
new retirement rules

Boldin’s Retirement Rules: 18 Guidelines for Financial Security in this Crazy Modern World

Many ideas about retirement are out of date. Explore these 18 NEW retirement rules for a more secure future.

July 3, 2024
today's dollars vs future dollars

Your Money Over Time: The Critical Differences Between Today’s and Future Dollars

Explore the differences between financial projections in today’s dollars vs. future dollars. See which matters and why.

June 27, 2024
should I retire

Should I Retire? 9 Ways to Help You Decide if It’s Time to Call it Quits

Should I retire? It is a big question. If you aren’t sure, try these 9 exercises to see if you are ready to leave work behind. Read now…

June 27, 2024

16 Retirement Numbers You Need to Know for a Secure Future

How to make sense of retirement planning? Here is your guide to 16 retirement numbers that could be important for a secure future.

June 27, 2024
long life

How to Live a Long Life: 10 Habits of Happy and Healthy Aging 

You know diet and exercise can help you live a long life. Have you also developed the social, emotional and financial habits you need to thrive?

June 25, 2024
Andrew Biggs

Podcast 80: Andrew Biggs on the “Retirement Crisis” (He Says There Isn’t One) and a Look at Social Security

Policy expert, Andrew Biggs, discusses the so called “retirement crisis” and shares his thoughts on the solvency of Medicare and Social Security.

June 20, 2024
financial stress

Don’t Worry, Be Happy: 11 Ways to Reduce Financial Stress

Don’t worry, be happy… Here are 11 real steps you can take that will enable you to experience less financial stress.

June 20, 2024

The 17 Best Places to Retire in the World: Explore Unexpected Locations!

Far flung locations are some of the best places to retire in the world. Explore a range of 17 surprising retirement destinations.

June 19, 2024
Retirement Planning Guide

Retirement Planning Guide: 8 Steps to a Better Future

Use this retirement planning guide to get the secure and happy future you want. Gain confidence with these 8 easy to follow steps.

June 12, 2024
retirement motivations

Retirement Motivations: Are You Stumbling Toward or Joyfully Leaping into Retirement?

Explore 8 most often cited motivations for leaping into retirement. A few of them might really surprise you.

June 6, 2024

Midlife Stress: Understanding the U-Curve of Happiness and How to Feel (and Do) Better

Kids, retirement, and aging parents – midlife brings a lot of competing priorities. Here are 8 things you can do to overcome feelings of financial stress.

June 6, 2024

Boldin vs Other Best Retirement Planning Software and Tools

Wondering about the best retirement planning software? Assess Boldin vs other platforms from the perspective of real users.

June 4, 2024
financial planning myths

18 Big Financial Planning Myths: What Are You Getting Wrong About Retirement?

There is a lot of confusion about financial planning. Here are 18 of the biggest misconceptions.

May 30, 2024
successful retirement

Keys to a Successful Retirement: The 3 Attributes of Financially Solvent Retirees

A recent study found 3 traits to help you achieve a successful retirement. Adopt these maxims to achieve a more secure future.

May 30, 2024

Boldin Planner

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