Retirement Savings and Investments

Learn about everything that has changed (and why) in Boldin’s Monte Carlo analysis and your Chance of Retirement Success score.

Building wealth can seem like it will take a miracle. Compound interest (especially if you start early) might just be the magic you seek.

You’re worth hundreds of thousands more than your net worth calculations suggest, really! (Assuming an expanded definition of net worth…)

Nobel prize winner Robert Merton outlines the 3 steps you need to take to create a retirement income plan for a secure future.

The Beige Book: what it is and what the latest report has to say about the economy (and therefore your life).

The first thing you need to do to gain financial control, is build emergency savings. Find out why and how much you need to have.

Avoid investing mistakes with insights from Barry Ritholtz’s How Not to Invest. Get 3 key lessons to do better with your money.

It is not too late! Meet the Thompsons (retired now) and see how they started saving for retirement at 55. Plus, seven steps to get you to retirement in your early sixties (or before)!

What can the volatility index tell you about the future of the stock market and your own financial security?

Retiring before 59.5? Discover how to make penalty free withdrawals from your retirement accounts to help fund your early retirement.

Catch up contributions are the IRS’s way of making it easier for savers age 50 and up to tuck away enough retirement savings.

Tariff Turmoil wasn’t all bad for Boldin users and they have some useful advice for weathering these storms.

Boldin users are resilient. Find out what percentage feel prepared for market volatility. And, explore what to do in these uncertain times.

Hear what 12 thought leaders have to say about Trump’s tariffs and the market turmoil. Get useful advice and insightful commentary.

Explore the history of U.S. tariffs and the impact they have had on the economy to help understand what is happening now.

Roth conversions are a powerful tax planning strategy, but how do retirement savers actually use them? A recent survey of Boldin subscribers reveals that users are not only highly engaged in Roth conversion planning but also taking meaningful action based on Boldin’s tools and insights. The results show that 93% of respondents have used Boldin’s […]

Learn about the differences between stock market crashes, corrections, and secular bear markets. Plus: 14 tips for weathering these storms.

Here are 28 retirement investing tips from today’s greatest financial minds. Just one of these lessons might make your dream retirement a reality.

Understanding investment trends can help you refine your own strategy and stay ahead in the ever-evolving world of investing. Are you keeping up?

Learn about 8 options for investing in real estate for retirement. Explore the pros and cons and discover which one is right for you. Read now…

What is financial success? Gen Z says $9.5M! Boomers get by with $100K. See how generational money goals compare to reality and what’s needed to get by.

We’ve spent our whole lives working, spending the money we earn and hopefully saving a little (or a lot) too. When we retire, everything we have ever experienced about managing our own finances gets turned upside down. We no longer earn as much or any money from work. We have to figure out how to […]

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.

It’s easy to overlook dumb spending, pay hidden fees, or get scammed. Avoid the most common ways people waste money and save more for your retirement.