Financial Wellness
78% of People Aren’t Ready for Retirement: The Good News? Everyone Can Improve Their Financial Prospects
Worried you aren’t ready for retirement? You aren’t alone and the fixes aren’t too painful. Improve your financial prospects.
Articles by Kathleen Coxwell
Budgeting & Spending
What’s Your Personal Inflation Rate?: Inflation is Not an Equal Opportunity Phenomenon
Average inflation is high. But, what is your personal inflation rate? Find out how to calculate and what it means.
Budgeting & Spending
Medicare Advantage Plans Too Often Deny Care and Claims: What to Do About It
A government report finds that Medicare Advantage plans are denying coverage and claims. Find out what to do about it.
Estate Planning
9 Tips to Help Your Grandchildren Financially and Otherwise (I Bonds Are a Hot Topic)
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…
Planning
Planning Retirement in an Uncertain Economy: How Much Should You Adjust Your Plans?
It is a worrisome time to be planning retirement. Explore 9 ways to adjust your plans for an uncertain economy.
Financial Advisors
What Does Fiduciary Mean?
Want an advisor who works for your best interests? Find someone who acts as a fiduciary. Find out what that means and why its important.
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.
Planning
Quarterly Financial Review: 9 Updates to Make to Your Plan Now (April 2022)
Want to stay on track to a secure future? Do a quarterly financial review. This article explains what to update, provides recent economic benchmarks and shows y…
Planning
What’s New? Recent Enhancements to the Boldin Retirement Planner
From being able to model a change to your future rates of return to new classes, check out the exciting enhancements we have added this quarter.
Budgeting & Spending
The Best (and Worst) Sources of Emergency Money
If you find yourself needing emergency money or income, here is a guide to 11 different sources of funding. Explore the pros and cons.
Social Security
Full Retirement Age: Is it the Best Time to Start Social Security Benefits?
Your benefits are determined by your Full Retirement Age (FRA), your benefit amount and FRA and the age when you decide to start benefits.
Budgeting & Spending
What to Do About Inflation? How Are People Adjusting Retirement Plans in the Face of Rising Costs?
Is doing nothing a sane response to inflation today? For some, absolutely. Others need to take action. Explore your options.
Financial Advisors
Boldin Advisors: Understanding Our Fee-Only Fiduciary Guidance from a CFP® Professional
Learn more about how you can collaborate with a CERTIFIED FINANCIAL PLANNER professional to ensure you meet your goals.
Financial Wellness
Great Financial Advice in 8 Words or Less
Financial advice is often complicated. However, it can be simplified. Browse wisdom for saving, investing, spending and living.
Financial Advisors
Is a Financial Advisor Worth It? 12 Tips to Help You Figure Out if You Need to Pay for Financial Advice
Is a financial advisor worth it? Explore 12 tips to help you assess if you need or should work with an advisor. Read now!
Earning
401k Plans Getting Better: Are They Reason Enough to Work Longer?
Retirement savings programs are improving and most Americans now want to save more. What is a good employer match? How does yours compare?
Earning
9 Tips for Finding a Job After 50 or After You Have Retired
You are getting better with age. Finding the right job might be more difficult. Overcome the adversity with these 9 tips.
Aging Well
Advice from Betty White on Not Retiring, Aging Well, and Living a Happy Life
Betty White, the Golden Girl, lived well and vibrantly and offered fans lots of insight into making the most of life at every age.
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…
Retirement Planning
How to Retire Like a European Socialist (and Why You Might Want to)
Europe has 7 of the 10 best places to be retired. Why do they rank highly? How can you emulate them for a secure retirement in the U.S.?
Earning
Can I Work and Also Get Social Security Benefits?
Yes, you can get Social Security retirement benefits and work at the same time.
Aging Well
Pursue Dental Care Before You Retire
There’s one important task that you may be forgetting before you retire: pursuing dental care. Learn why and access a full retirement checklist.
Insurance
How Much Does Long Term Care Insurance Cost? Is It Worth It?
Find real answers about long term care insurance costs, what to look out for and who benefits. Plus, alternative ways to cover these costs.
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.
