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There are a lot of questions about retirement savings and investments.
With regards to savings, you need to know: How much to save (did you know that some people save too much)? How much savings you will you need for retirement? Where should you save? Should you save pre-tax (traditional, SEP & Simple IRAs, 401ks, 403bs, 457s, 529s, HSAs, etc…) or after-tax (Roth IRAs and 401ks)? How do you find more money to save?
And, there are probably even more questions about investments: What should you invest in (stocks, bonds, real estate, funds)? How should your investments change over time? How do your financial values impact your investment strategy? What is the ideal asset allocation for you? What should you do when the market swings wildly?
See below for articles covering the answers to these questions and more.
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.
Get 6 surprising takeaways from Boldin’s recent survey of users about Roth conversions.
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.
18 practical retirement income strategies: See what experts recommend and decide how to create a plan for your own lifetime wealth.
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.
Understand the basics of the federal debt ceiling and how to prepare for the X date and the financial fallout that may follow.
Here is a guide for how to find lost money — a lost 401k or other unclaimed retirement benefits. It can be as easy as 1,2,3!
Learn about distribution rules for inherited IRAs and learn how to strategize your distributions for your financial goals.
The savings playbook is a methodology for determining the most impactful way to use your money. Check it out, #4 surprises people.
Find out why an investment policy statement will keep your financial goals on target and how to get one set up. Learn more now…
These 12 year-end tax tips for retirement will help you minimize your 2024 taxes and reduce future tax bills.
Worried about money? You’re probably in better shape than average! Compare your balance to the average cash, savings, home equity of others.
Take financial wellness into your own hands and do it yourself retirement planning: easy, comprehensive, reliable.
