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.
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 ea…
What can the volatility index tell you about the future of the stock market and your own financial security?
Five penalty-free ways to tap your 401(k) or IRA before 59½. How SEPP, Rule of 55, Roth withdrawals, and two more actually work.
After 50, you can contribute up to $32,500 to a 401(k) and $8,600 to an IRA in 2026. Here’s how catch-up limits work at every age.
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…
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?
Real estate can generate income, hedge inflation, and diversify your portfolio. Here are 8 ways to do it, from REITs to rental property.
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 fina…
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.
Take financial wellness into your own hands and do it yourself retirement planning: easy, comprehensive, reliable.
