Retirement Planning
Simple Retirement Planning: An Easy 4-Step Framework
Let us help you with simple retirement planning: Use this 4 step framework. No jargon, just a useful progression to the future you want.
Explore content
Your Career
Life Transitions: How to Thrive Through Big Changes
Here are 8 key insights on life transitions. Use the tips to make retirement and other big changes in your life efficient and happy.
Lifestyle
Market Volatility: How Prepared Boldin Users Feel
Boldin users are resilient. Find out what percentage feel prepared for market volatility. And, explore what to do in these uncertain times.
Retirement Planning
A Quick Video Tour of the Boldin Planner (Get Started Series 1)
Get a quick video tour of the Boldin Planner. See how to set up your plan and discover opportunities to improve your future.
Retirement Planning
Am I Ready to Retire? 8 Unexpected Skills You Need for a Happy Secure Future
If you are asking, “Am I ready to retire?” Here is some good news: you don’t necessarily need $1 million dollars for a successful retirement. So, what you do ne…
Retirement Planning
How to Retire Like an Adult: An 11-Point Checklist
To retire like an adult, you need a responsible and dependable retirement plan. Use this 11 point checklist to see if your future is secure.
Financial Wellness
Financial Well-Being: 10 Ways to Cope with Uncertainty
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!
Aging Well
Realistic Expectations: The Key to a Happier Retirement
Psychological research strongly suggests that realistic expectations can increase retirement happiness (and financial security too).
Financial Wellness
Game Strategy for Your Money: Lessons from Winning Games
Discover the key strategies to win at 9 popular games and how these lessons apply to building wealth and financial security.
Housing and Home Equity
4 Arguments for Retaining Your Mortgage in Retirement
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.
Retirement Planning
Running Out of Money? Try a 1-2 Punch for Retirement Income
You are probably worried about running out of money in retirement. Use this simple two-phase approach to significantly reduce your risk.
Retirement Planning
Retiring Alone: 17 Tips for Solo Seniors
Whether by choice or circumstances, there are some challenges to retiring alone. Here are 17 tips for a secure, happy and single retirement.
Retirement Planning
Economic Indicators: 22 Data Points to Watch
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 fina…
Retirement Planning
From a Saving to a Spending Mindset: How to Stop Worrying About Retirement
Here are tips for transitioning into retirement. Once you shift to a smart spending mindset, you’ll enjoy life more than ever before.
Retirement Planning
10 Creative Ways to Retire If You Haven't Saved Enough
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.
Retirement Planning
Scarcity: Don’t Let it Steal Your Retirement
Focusing on the scarcity of time and money can exacerbate the shortage, not improve it. Learn how to focus on what’s important for a wealthier future!
Aging Well
Oliver Burkeman on Being Less Productive and Retiring Early
Explore how redefining your relationship with productivity can lead to a more meaningful and fulfilling life and perhaps an earlier retirement.
Retirement Planning
How to Set Financial Goals: Short, Medium, and Long Term
Everyone knows that if you want to achieve something, you had better set a goal. However, very few Americans actually do or even know how to set financial goals…
Financial Wellness
Best Financial and Retirement Articles from 2024
Top retirement articles covered Roth mistakes, wealth, average net worth, decision-making, rules, and more related to achieving a secure future.
Podcast
Podcast 86: Pioneering Fintech and the Future of Money with Mark Goines
Listen to Steve Chen and Mark Goines discuss the keys to scaling innovations, mastering distribution, and how AI is transforming the future of financial service…
Taxes
Planning for Uncertainty: Roth Conversions Take Iteration
Discover the opportunities and limits of modeling your Roth conversion opportunities and get 6 tips for doing better.
Podcast
Podcast 85: Living with Intention, Insights from Christine Benz on Retirement Success
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…
Financial Wellness
Election and Retirement Planning: Should You Adjust?
President Trump’s reelection likely means major policy shifts. Here are 5 considerations for preparing your retirement plans for these changes.
Happy Retirement
The 24 Best TED Talks on Money, Retirement, and Aging to Help You Have a Better Future
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.
