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.
Hosted by Steve Chen, founder of Boldin, the Boldin Podcast offers interviews about the wise use of both money and time in retirement. Explore ideas and great…
We keep trying to improve the Boldin retirement planning calculator so that you can feel good about your future. The latest improvement is a feature that lets…
Hosted by Steve Chen, founder of Boldin, the Boldin Podcast offers interviews about the wise use of both money and time in retirement. Explore ideas and great…
A stock market crash will happen. It is never a question if, it is a matter of when and for how long. So, you really need to think about how to protect your inv…
Below are the best retirement stories from 2017 — the articles on Boldin that our readers liked most from the last year. The 8 Skills You Need for a Fantastical…
Truly effective retirement planning requires a lot of different data points and a very sophisticated formula. However, some online tools make it easy to create…
Want to know what it takes to have a successful retirement plan? Using data from survey responses and retirement profiles, Boldin has found a few interesting t…
Hi – Steve Chen here with a few notes from recent months and thoughts on unknown unknowns. It’s been a very eventful few months across the country; we’ve had hu…
Jack Kerouac is quoted as saving: “Great things are not accomplished by those who yield to trends and fads and popular opinion.” While, this is generally true,…
Blurry photo credit: Me Hi! This is Steve Chen. I’m the founder of Boldin and we’re reaching out to try to better engage with you so that we can learn from one…
It is back to school time. While you are probably past the phase when you report to your children’s elementary, middle school or high school classrooms, these…
Planning your future retirement is complicated. Creating a secure retirement plan requires that you know what you want and then being able to put together what…
The following on why it is important to be comfortable with the unknown comes to us from Mr. Henry K. “Bud” Hebeler. Get more from Bud at Analyze Now. In a pres…
So, what are the best retirement plans? Well… there is no wrong way to spend retirement. Without the grind of a job, you typically have the freedom to allocate…
Robyn Bri is 18 years old and just graduated from high school in Marin, CA. In some ways, she is an average high achieving kid. In another way, she is very re…
The Big Picture Retirement Show is a podcast about retirement and estate planning by Devin Carroll and John K. Ross. Devin has been helping people with money re…
A massive retirement shortfall is developing — and it is a much bigger problem than your own possible lack of sufficient retirement assets. If you are lucky, yo…
You get the best retirement advice from retirees who really know something! Retirement advice and how it is implemented can have a profound impact on your retir…
The following on 2017 economic outlook comes to us from Mr. Henry K. “Bud” Hebeler. Bud has been working with retirees for many years, developed special materi…
You have a lot of decisions to make about retirement. And, if you are married, you have nearly twice the number of choices – plus the complications of competing…
“All politics is personal,” so the saying goes. And, this year that phrase is especially true for people nearing retirement. There are a lot of hot button topi…
You might think that the most important retirement planning question is: How much do you need to retire. While knowing the answer to this question IS critical,…
We have a lot of choices to make as we approach, enter and live in retirement. Making the right retirement decisions will impact our emotional and financial he…
The transition to retirement is exciting and scary. Like all big events – graduations, relocations, marriage, childbirth, and more – life will never be the sam…
Take financial wellness into your own hands and do it yourself retirement planning: easy, comprehensive, reliable.
