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.
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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.
Financial Advisors
Podcast 71: Eric Balchunas, Bloomberg’s ETF Guru, Discusses his Book, “The Bogle Effect”
Bloomberg’s Eric Balchunas discusses his new book (The Bogle Effect), ETFs, the future of financial advice, and more.
Lifestyle
Impact Investing: Do Well by Doing Good
Impact investing – sounds exciting, but should it be for retirement? Find out if it is a good idea to support a cause with retirement funds?
Retirement Savings and Investments
RMDs as a Retirement Withdrawal Strategy
The Internal Revenue Service (I.R.S.) is not usually thought of as an institution that adds a lot of value to our lives — to the contrary in fact. However, a fe…
Taxes
Podcast 70: Burton Malkiel and “A Random Walk Down Wall Street” 50 Years Later
Professor Malkiel discusses the latest edition of his legendary book and some of the biggest lessons from his own life.
Retirement Savings and Investments
I Have $1 Million and I Still Can’t Afford to Retire!
Millionaires are nearly as worried as average savers about their retirement. Find out why.
Retirement Savings and Investments
15 Pros and Cons of Dividend Stocks for Retirement Savings
Too good to be true? Explore 15 pros and cons of dividend stocks. Good for retirement income, but also expensive, confusing, and risky.
Retirement Savings and Investments
Tips for a Snarling Bear Market: Stay Calm, Let the Bear Back Down
Bear markets aren’t so different from real life bear encounters. With both you want to remain calm and wait for the bear to retreat.
Financial Wellness
Lessons from Financial Crises for Building Wealth
Don’t repeat mistakes from history. The 5 most recent financial crises provide lessons on protecting and building wealth in troubled times.
Retirement Savings and Investments
Sample Asset Allocations: What Is Right for You?
Explore investing rules of thumb as well as sample asset allocations to help you know if you are on the right track. Read now!
Retirement Savings and Investments
Is a Bond Ladder Strategy Right for Your Retirement?
Bond ladders can be used to protect against interest rate risk. Discover what they are and why you would use one to secure your future.
Estate Planning
9 Ways to Help Your Grandchildren Financially
You may want to help your children or grandchildren financially. If you have the money, here are 9 tips for passing it on. Learn more…
Retirement Savings and Investments
Uncertain Economy: How Much to Adjust Your Retirement Plan
It is a worrisome time to be planning retirement. Explore 9 ways to adjust your plans for an uncertain economy.
Retirement Savings and Investments
I Bond Pros and Cons: Why They’re Such a Sweet Treat Right Now
I scream. You scream. We all scream for… I Bonds. Learn why there is so much excitement for I Bonds and explore the pros and cons of this investment.
Podcast
Podcast: Cullen Roche — Inflation Risks & Investing for Retirement
Steve and Cullen, founder of Orcam Financial Group and Discipline Funds, discuss inflations risk and investing for retirement
Retirement Savings and Investments
Are TIPS the Tips You Need with Inflation on the Rise?
Treasury Inflation-Protected Securities (TIPS) are touted as good investments for inflation protection. But, they have significant downsides. Explore the pros…
Estate Planning
What is a Donor-Advised Fund?
Learn about donor-advised funds and the significant tax advantages they offer. Explore the downsides to this charitable giving strategy as well.
Budgeting & Spending
401(k) Fees: Get to Know What You Pay and Reduce the Expense
Many of us are oblivious to the fees, but almost everyone with a 401(k) pays them. Get 7 ideas for reducing costs to greatly increase wealth.
Podcast
Podcast: Renee Schaaf — Past, Present, and Future of Enterprise Retirement Plans
Steve Chen is joined by guest Renee Schaaf — the President of Retirement Income Solutions at the Principal Financial Group
Financial Wellness
Financial Wisdom from Jack Brennan, Former CEO of Vanguard
Get great investing and planning tips directly from Jack Brennan, former CEO of Vanguard (the handpicked successor to Jack Bogle).
Budgeting & Spending
Charitable Giving in Retirement: 4 Questions to Ask
For many of us, the desire to engage in charitable giving — giving to our family, communities or world — only grows as we age. And there may be good reason tha…
Podcast
Podcast: Jack Brennan — Insights from the Former CEO of Vanguard
Episode 58 of the Boldin podcast is an interview with Jack Brennan — the handpicked successor to Jack Bogle at the Vanguard Group
Retirement Savings and Investments
Inflation Risk: Should You Be Worried About Inflation and Your Retirement?
What is your inflation risk? (It just went up.) Here are 8 ways to protect your retirement finances from rising inflation. Read now…
