Retirement Planning

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.

If you’re near retirement age, then perhaps what scares you more than spiders and goblins is your financial future.

Discover how radical optimism can reshape your personal finance approach—from embracing uncertainty to anticipating the future—and unlock sustainable wealth and well-being.

Lessons from Nobel Prize winner Daniel Kahneman’s book “Noise” can help you make better financial decisions. Find out how.

A secure retirement is hard to achieve – especially if you are leaving money on the table. Here are 7 tips to increase wealth.

For many, becoming a millionaire is a desirable (and useful) milestone. Here are 14 myths about millionaires and some tips for how to become one at any age.

Boomers were never average. However, here are 11 exceptional tips for the transition to retirement that apply to us all. Read now…