✨ Get to know Boldin’s AI Planner Assistant
The Boldin Financial Planner Take control of your plans. Retire earlier, with more security and find financial confidence.
Get expert support Make sure your plan is set up correctly with a coach. Or, talk to a CERTIFIED FINANCIAL PLANNER® from Boldin Advisors for even more guidance and support.
Resources Fuel your financial planning know-how
Blog Your guide to financial planning and retirement
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.
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.
The National Registry of Unclaimed Retirement Benefits and the DOL’s Retirement Savings Lost and Found can help. Here’s how to use them.
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…
Average cash savings—how do you compare with the rest of the American middle class? According to reporting from the Transamerica Center for Retirement Studies, People in the middle class expect diverse sources of retirement income. Below you can explore the average cash, savings, and home equity balances in the U.S. How do your financials stack […]
Don’t think you could possibly save more money for retirement? These tips will help you shift your mindset for a secure and happy future. Read now!
QCDs are a way to help great causes and those in need, but they are also a way to manage your tax exposure and avoid unpleasant surprises.
Evaluate the pros and cons of different orders of accounts for withdrawals. See how to make smart decisions about your choices.
Learn about the ideal withdrawal rate and the 4% rule. Plus, understand a more personalized approach to retirement withdrawals.
Knowing how to invest for retirement can be complicated and it is not an innate skill. However, you can do it with these 7 simple tips.
Investing in yourself doesn’t need to involve money. In fact, many of the best retirement investments do not involve greenbacks at all. Instead, they are investments that make the fullest use of your time, allow you to spend precious moments with the people you love, and enable you to focus on the things that make […]
This conversation with Ryan VanGorder covers alternative investments, private markets, diversification, and the evolving nature of liquidity.
If there ever was a million dollar question, it just might be: “how much is enough?” (Although, maybe in your case it would be a $50,000, $200,000, $500,000, $5 million or $10 million question.) At whatever value, the reality is that we all want to know how much savings or income we need and the […]
The ability to open a Solo 401k is a big perk for the self employed. Learn about 12 big advantages, including the huge contribution limits.
Policy expert, Andrew Biggs, discusses the so called “retirement crisis” and shares his thoughts on the solvency of Medicare and Social Security.
People often worry about the wrong things. You might be watching the stock market, but other metrics are significantly more important to most.
Take financial wellness into your own hands and do it yourself retirement planning: easy, comprehensive, reliable.
