Your Career
Solo 401k: Massive Savings Opportunities for the Self-Employed
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.
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Retirement Income
Podcast 80: Andrew Biggs on the “Retirement Crisis” (He Says There Isn’t One) and a Look at Social Security
Policy expert, Andrew Biggs, discusses the so called “retirement crisis” and shares his thoughts on the solvency of Medicare and Social Security.
Housing and Home Equity
Housing Market vs. Stock Market: Which Matters More?
People often worry about the wrong things. You might be watching the stock market, but other metrics are significantly more important to most.
Budgeting & Spending
Is a Retirement Bucket Strategy Right for You and Your Money? (And, How to Calculate)
Is a retirement bucket strategy right for you? Learn how to calculate your buckets and model them in your financial plan.
Podcast
Podcast 79: Wealth & Wisdom with Robert Brokamp
Summary In this episode of the Boldin Podcast, Steve Chen interviews Robert Brokamp, a CERTIFIED FINANCIAL PLANNER™ professional and key figure at the Motley Fo…
Retirement Savings and Investments
The Best Investments to Achieve Your Retirement Goals
The best retirement investments depend entirely on you and your goals. Here are 18 great opportunities for you to consider. Read now!
Retirement Savings and Investments
Behavioral Finance: 16 Easy Ways to Outsmart Your Brain for More Wealth and Security
Your brain is not necessarily set up in a way that makes it easy to plan a secure retirement. You have cognitive biases – faulty ways of thinking that are unfor…
Retirement Savings and Investments
Passive Investing: 6 Advantages to the Hands-Off Approach
When it comes to managing investments, there are two main philosophies: active investing and passive investing. You may be thinking, “Why opt for a passive inve…
Retirement Savings and Investments
Low Cost Investing: 7 Ways to Slash Your Investment Expenses
Investment costs can be easily reduced without compromising returns. Follow these low cost investing guidelines.
Retirement Savings and Investments
Behavioral Finance: 16 Easy Ways to Outsmart Your Brain for More Wealth and Security
Behavioral finance can show you how to be happier, wealthier and achieve a better retirement. Explore 16 rules of thumb for a better future.
Your Career
Restricted Stock Units: Terms, Taxes, and Tips
Learn about the value of restricted stock units and how to use this compensation to your financial advantage.
Earning
New Features: Model Paycheck Deductions and Employer Match
We have significantly improved your ability to model paycheck deductions and employer contributions to savings.
Retirement Savings and Investments
Are Alternative Investments a Good Idea for Your Retirement?
Should you consider alternative investments as part of your retirement asset allocation? Probably not, but it depends. Explore the pros and cons.
Retirement Savings and Investments
9 Essential Considerations for a Holistic Investment Strategy
Explore 9 important considerations when it comes to establishing, tracking, and managing a holistic investment strategy.
Financial Wellness
What is Your Money Personality Type? Will It Impact Your Financial Security?
Your money personality type can impact your retirement security. Find out which type(s) you are and learn how to use it to your advantage!
Financial Wellness
6 Competing Retirement Investing Goals and How to Sort Them Out for Long-Term Wealth
Creating a retirement investment plan for after you retire is downright complicated. Explore 6 competing priorities and how to invest for long term wealth.
Retirement Savings and Investments
What Is a Bull Market? What It Means for Your Retirement
Explore bull market characteristics and what investors need to know to navigate these periods of market optimism.
Retirement Income
The Lockbox Strategy Other Retirement Income Tips from Nobel Laureate, William Sharpe
William Sharpe has contributed significant brain power to solving for retirement security. Learn about the lockbox strategy and other ways to set up your retire…
Debt
Financial Basics: Habits for Spending, Saving, and Investing
Mastering the financial basics is doable by anyone at any age. Here is a simple guide. Steps to take at 20, 25, 45, or even 55 to get and stay on track to a sec…
Taxes
Is a 529 Plan Right for You? Tax and Estate Benefits
A 529 plan can be a tax advantaged way to fund education. However, the real benefits of these accounts are greater for some.
Financial Wellness
Saving is Not Enough: Why You Need to Invest
If you want to get ahead, you need to invest. Explore 6 reasons why investing is a critical factor for achieving financial goals.
Financial Wellness
Investing Basics: 14 Simple Strategies for Long-Term Wealth
Investing doesn’t need to be complicated. Here are 14 simple strategies to help you build long term wealth.
Retirement Savings and Investments
How Much Should You Save for Retirement? 6 Ways to Get Your Answer
You know you need to save, but let’s figure out how much to save for retirement. Hare 6 easy ways to figure out the right number for you.
Retirement Savings and Investments
Over Saving for Retirement: Lessons from Real People
Over saving is by design by some and a mistake for others. Get advice for what to do if you think you are over saving from people who know.
