Your retirement plan is a roadmap to your future, but like all plans, it is likely to evolve and change over time.
The economy will not behave exactly as you have anticipated and your own life and goals will also change over time.
And, the best retirement planning goes way beyond your savings and investments. Numerous other factors like Social Security, when you stop work, your longevity, home equity, debt, taxes, income sources, inflation, spending, healthcare costs, lifestyle choices, and more may actually represent greater value or be more important than your savings with regards to your overall financial wellness.
Check out the latest changes to the Boldin Retirement Planner. We have made some major adjustments to tax treatment. Your future plans are now more reliable tha…
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…
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…
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…
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…
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.…
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…
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…
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…
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…
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…
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…
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…
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…
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,…
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…
Episode 31 of the Boldin podcast is an interview with Joe Casey — founder of Retirement Wisdom. We discuss shaping your life after retirement, and what reflecti…
Retirement can be hard. Sure, some people slide right into it with no problem at all. Others are bored at best and depressed at worst. It is not the financial…
Episode 30 of the Boldin podcast is an interview with Doug Nordman — author and founder of The Military Guide — and discusses what life is like being financiall…
There is surprising buzz around Stoicism, an ancient Greek philosophy. See how Stoic wisdom can help you achieve financial wellness.
We really need another word for retirement. We are not withdrawing. Most of us aren’t even stopping work! Here are some alternatives. What do you suggest?
Very few people are experts at managing their finances, planning retirement, building wealth, and ensuring a secure future. Effective money management is often…
Recently online, individual Boldin subscribers were discussing the most foolish financial decisions they had ever made. The conversations were interesting in th…
Recently on the Boldin Facebook group, we asked, “What is one insight you gained by going through the process of creating a retirement plan?” It is clear from t…
Take financial wellness into your own hands and do it yourself retirement planning: easy, comprehensive, reliable.
