Financial Wellness
Non-Financial Retirement Planning: 10 Investments Worth Making
Non-financial retirement planning covers what a portfolio can’t: time, health, purpose, and the people you love. Here are 10 places to start.
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Happy Retirement
Life After Retirement: Why Many People Feel Happier
Life satisfaction often rebounds after midlife, staying relatively high in your 60s and early 70s. Here’s how to prepare for a fulfilling retirement.
Happy Retirement
How to Retire Abroad: A Complete Guide to Retirement Overseas
Visa income minimums, Medicare gaps, and double taxation: the real costs of retiring abroad, and how to plan around them before you commit.
Financial Wellness
How to Deal With Financial Stress: 10 Ways to Worry Less About Money
Specific, research-backed ways to help you deal with financial stress and money worries. Start building real confidence today.
Budgeting & Spending
Consumption Smoothing: What It Means and How It Works
Consumption smoothing is how you keep your standard of living stable across a lifetime of income changes, career shifts, and retirement.
Happy Retirement
Retirement Travel: 20 Ideas for Keeping It Affordable and Safe
Travel is a top retirement goal. Get the most out of it with senior discounts, cheap lodgings, national park passes, and long-trip strategies.
Happy Retirement
How to Find Meaning and Purpose After Retirement
Learn how to find purpose after retirement using mindfulness, ikigai, and other research-backed strategies for feeling fulfilled again.
Aging Well
Best Books on Retirement 2026: 27 Picks for Planning and Purpose
Books on retirement planning, purpose, and healthy aging that Boldin readers keep recommending, plus top picks for gifts.
Retirement Planning
‘Do We Have Enough?’ How This Couple Knew When to Retire
Leslie and Thomas Martin stress-tested their portfolio and gained the confidence to retire with a personalized financial strategy.
Happy Retirement
The Odyssey Plan: Design 3 Futures Before You Lock in Your Retirement
The Odyssey Plan helps you explore bigger possibilities, test tradeoffs, and choose with real confidence.
Aging Well
Blue Zones Report: 3 Okinawan Secrets to a Long Emotionally, Intellectually, and Physically Healthy Life
Want to live healthfully to 100? Learn the powerful and well researched Okinawan secrets to a long life: ikigai, moai, hara hachi bu and more.
Retirement Planning
Write A Retirement Manifesto: A Declaration of What You Want Your Life to Be
The transition to retirement is an ideal time to write a manifesto. In retirement you are no longer defined by the work you do for money. You can be defined by…
Value Your Time
Kinder’s 3 Powerful Questions: Use These to Transform Your Financial Plan — and Your Life
George Kinder’s 3 powerful questions about life are great for anyone planning their future and wanting to ensure meaningful and thoughtful outcomes.
Happy Retirement
The No-Regret Retirement: 16 Ways to Plan for a Life of Freedom and Confidence
A no-regret retirement isn’t about timing or a big bank account. Learn how to plan with clarity and confidence for the life you want.
Retirement Planning
Mandatory Retirement Ages: Pros, Cons, and Why Age Alone Falls Short for Planning
Explore why you should break from conventional thinking on retirement ages, particularly the idea of a mandatory retirement age.
Happy Retirement
The 4 Mindset Shifts That Unlock Retirement Planning Progress
Here are 4 mindset shifts for overcoming the mental blocks that might be preventing you from retirement planning progress.
Aging Well
How to Live a Long Life: 15 Habits of Happy and Healthy Aging
You know diet and exercise can help you live a long life. Have you also developed the social, emotional and financial habits you need to thrive?
Happy Retirement
Real Life Retirement Lessons From People Who Chose (or Faced) Radical, Inspiring, and Unexpected Journeys
Explore real life retirement lessons from everyday people and uncover practical insights to shape a more confident, meaningful retirement.
Aging Well
Financial Worry: How it Tricks You into Worrying More and What to Do Instead
Worrying is not the solution to financial stress. Find out about the one powerful thing you can do to feel better about your future.
Financial Wellness
Gratitude and Money: How Thankfulness Supports Financial Success
Explore how gratitude can improve your financial life by grounding decisions, reducing anxiety, and helping you plan in a way that reflects your values.
Financial Wellness
A Recipe for Financial Success: It’s as Easy as Pumpkin Pie
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.
Estate Planning
The Gentle Art of Swedish Death Cleaning: 7 Reasons to De-Clutter Your Home When You Retire
Explore why de-cluttering is the ultimate retirement and estate planning task. 7 compelling reasons to clean out your closets this year. Read now…
Financial Wellness
Key Lessons from 6 New Books: Rethinking Money, Meaning, and Retirement at the End of 2025
Looking for a spark of insight, we found 6 new releases that will expand how you think about money, markets, and life.
Estate Planning
What Is Umbrella Insurance and Do You Need It?
Umbrella insurance adds extra liability protection but it isn’t for everyone. Learn who needs it and what it covers.
