Retirement Planning

Behavioral finance can show you how to be happier, wealthier and achieve a better retirement. Explore 16 rules of thumb for a better future.

Explore 10 things to think about – lifestyle and financial factors – when considering the best state for retirement.

Are you in a tax friendly state for retirees? Explore the best states for taxes and review the income and sales tax rates in all 50 states.

Explore how different philosophical and cultural definitions of time can provide insights into your financial decision-making process.

The average retirement age is… Find out and discover how to determine when you can securely retire… Age 50? 62? 75?

Consider all the strategies for maximizing saving opportunities while you are working.

You don’t want to and can’t afford to get retirement wrong. Here are tips to make sure you are ready, willing and able to have a retirement without regrets.

You need a retirement plan even if you don’t want one. Here are 3 tips for overcoming the mental blocks to achieving a secure financial future!

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?

Top retirement articles covered averages, happiness, fears, regrets, and more related to achieving a secure future.

Worrying is not the solution to financial stress. Find out about the one powerful thing you can do to feel better about your future.

Explore 20 scenarios to try with the Boldin Retirement Planner. These will increase your planning know-how and build your financial confidence.

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

Use this retirement checklist of 25 wise things to do before each year’s end to set yourself up for a great 2024 and a secure future.

The Boldin Retirement Planner now shows an estimate for your 2023 year-end numbers. The 2023 values are available on all charts.

The most important part of your financial plan isn’t your rate of return. It is planning your dreams – whatever is important to you.

Have financial holes in your retirement plan (like not enough savings or unknown risks? See if you should use home equity to fill them.

Certain ages play a crucial role in retirement planning. Find out what you need to know when.

Whether you are interested in budgeting, monitoring your finances, or making better financial decisions, find a financial planning tool that fits your goals.

Let’s find out why financial planning is the ultimate marshmallow test and explore a few tips for how you can ace it.

Should you consider alternative investments as part of your retirement asset allocation? Probably not, but it depends. Explore the pros and cons.

What chance do you have of living to 100? And, can you afford to do so? Explore life expectancy trends and what it takes to fund a long life.

How many of these 28 financial planning mistakes are you making? Almost everyone fails at #4 and #23. Explore the problems and how to fix them.

Find out why putting yourself in the mindset of your 80-year-old self and hearing what they have to say is really important.