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Listen to Steve Chen and Christine Benz discuss her new book, “How to Retire: 20 Lessons for a Happy, Successful, and Wealthy Retirement. Packed with actionable insights.

The savings playbook is a methodology for determining the most impactful way to use your money. Check it out, #4 surprises people.

What is a Health Savings Account? Explore 4 ways it saves you money and why you might want to use one for retirement savings.

We’ll argue that average net worth is a meaningless benchmark. However, we will concede that it can be very interesting.

Adopting strategies of high achievers can be helpful. Consider when to follow and when to forge your own way.

Measuring net worth is popular, but is it the only (or even best) way to assess your financial health? Explore the pros and cons of tracking this metric.

Do you have all the ingredients and the right recipe for financial success? It needn’t be complicated. In fact, it can be as easy as pie.

This is a deep dive into developing a retirement income plan using the concepts of an income floor and a three bucket plan comes from Glen Nakamoto, a long time user of the Boldin Planner. Here is Nakamoto’s Story, Rational, and a Detailed Explanation of His Retirement Income Plan First of all, just to make…

Feeling grateful creates a sense of abundance and that has powerful wealth building powers. Learn how.

Use this retirement checklist of 28 wise things to do before each year’s end to set yourself up for a great 2025 and a secure future.

Talking about money with friends, family, and peers can improve your financial outcomes. You’ll make better decisions.

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.

Did you know that the risk of heart disease is especially high right after retirement? Discover why and how to protect your health.

President Trump’s reelection likely means major policy shifts. Here are 5 considerations for preparing your retirement plans for these changes.

Should you try to cut housing costs? Is there an option that is right for you? Downsizing? Retire abroad? Refi? Explore your options.

Worried about money? You’re probably in better shape than average! Compare your balance to the average cash, savings, home equity of others.

Giving money to family can be rewarding, but at what cost? Explore 6 important facts about supporting family members.

Want a short cut to a wealthy and happy retirement? These 24 Best TED Talks can help you feel inspired, be smarter and have a better future.

The evidence is mounting that maintaining a comprehensive financial plan is the missing link for most people who want financial security. See why everyone needs a written financial plan.

Feeling overwhelmed by a swirl of competing priorities in midlife and beyond? Here are easy-ish ways to calm your financial vortex.

If you’re near retirement age, then perhaps what scares you more than spiders and goblins is your financial future.

There may be $100,000 reasons to delay the start of Social Security. It’s tempting to start early, but your paycheck increases if you wait.

It’s 2024 Medicare Open Enrollment time. Here are 14 tips for getting great coverage and lowering medical costs.