Financial Planning Blog & Retirement Resources

What to Do When Stocks Go Down: 10 Surprising Moves

Are you trying to figure out what to do when stocks go down? Check out these 10 tips. Numbers 3, 7 and 9 are particularly useful!

Podcast: David Stein — Money for the Rest of Us

Episode 36 of the Boldin podcast is an interview with David Stein — a former institutional money manager and current world-class podcaster with 12 million downl…

14 Reasons Why Retirement Jobs Are the Best!

Retirees and other working seniors are learning that retirement jobs can be more than just work. Here are 14 reasons to consider working after retirement.

Purposeful Ideas for Retirees Seeking a Second Career or a Big Life Change

Lots of people “retire” to a whole new second career or a very different way of life. In fact, for the majority of retirees, retirement no longer means pursuing…

How Do You Qualify for a Reverse Mortgage?

Qualifying for a reverse mortgage is relatively straightforward. There are age, type of house and financial qualifications. Find out if you are eligible.

New and Useful: Retirement Planner Now Has Additional Withdrawals Strategies, Tax Enhancements and More…

The Boldin team is always scrambling to add new and useful functionality to the Boldin Retirement Planner. This week we are introducing additional withdrawal st…

Podcast: Larry Swedroe — A Successful & Secure Retirement

Episode 35 of the Boldin podcast is an interview with Larry Swedroe — director of research for Buckingham Strategic Wealth. They discuss his new book, Your Comp…

How to Get the Best Reverse Mortgage

If you want to stay in your home and either increase your financial flexibility or get money now, follow these 7 steps to the best reverse mortgage for you.

Important: New SECURE Act Brings Big Changes for Retirement Planning

The SECURE Act — formally known as the “Setting Every Community Up for Retirement Enhancement” Act — is designed to help people better use retirement savings an…

Podcast: Scott Rieckens — Playing with FIRE

Episode 34 of the Boldin podcast is an interview with Scott Rieckens — two-time Emmy-nominated filmmaker and F.I.R.E. (Financial Independence, Retire Early) ent…

Retirement Stories: Cancer’s Demise? How Meaning Can Be Found in Odd Places

What you do in retirement can sometimes be surprising. What follows are some important, wild or wacky recent retirement stories meant to inform and inspire you.…

Retirement Stories: Why Your Home Won’t Be Worth What You Think, Last Minute Gift Ideas and More News

Here is the most recent round up of retirement related stories from around the internet: the latest wild, wacky, profound, exciting or heartwarming news about r…

Retirement Gifts: Find Thoughtful and Funny Retirement Gift Ideas

There are so many great retirement gift ideas. Browse this list for meaningful, funny and thoughtful retirement gifts. Retirement is a Big Deal… So, Find the Be…

15 Scenarios to Try with a Comprehensive Retirement Calculator!

Did you know that a truly comprehensive retirement calculator can do A LOT more than answer the questions most of us know to ask: When can I retire? How much do…

Podcast: Rob Berger — Retire Before Mom and Dad

Episode 33 of the Boldin podcast is an interview with Rob Berger — author of Retire Before Mom and Dad: The Simple Numbers Behind A Lifetime of Financial Freedo…

Retirement Stories: The Latest, Wild, Wacky, Profound and Heartwarming News About Retirement and Aging

We are starting a running list of retirement related stories from around the internet: the latest, wild, wacky, profound, exciting or heartwarming news about re…

Retired, Abruptly: Here Are the Lessons I Learned

This piece comes from Scott Allen who is now five years into enjoying his retirement and pursuing more active work and service opportunities. My retirement did…

Tax, Medicare and Social Security Updates — November 2019

We just rolled out several significant retirement planner updates and recommend that you review your plan to see how the improved modeling impacts your forecast…

You Are Signed Up for 30 Days to a Better Retirement

Please check your inbox now for a verification email. This will confirm your subscription. If it is not in your inbox, check your spam or promotions folder and…

Retirement Calculator With Pension: Find the Inputs You Need!

While pensions are not nearly as common as they once were, they are a very important part of the retirement plans for many of society’s most valued workers: tea…

Seven Days to a Better Retirement – The New York Times

How Much Do You Need to Retire Early?

Early retirement might seem like a dream. But it’s one that you can achieve if you plan early and set goals as if your life depends on it. In fact, it does. So,…

Podcast: FIRE Reunion — Insights From Year 1 of Early Retirement

Episode 32 of the Boldin podcast is an interview with former guests Karsten Jeske, Chris Mamula, and Fritz Gilbert — F.I.R.E. experts — and discusses insights a…

Aging Well: Walk Away from Aging and 7 Other New Health Tips for Seniors

Aging well is key to your quality of life in retirement. Here are 8 new health tips for seniors. We think you will find this health news really useful or intere…