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.
Retired athletes too often face financial ruin. According to authoritative reporting by Sports Illustrated, approximately 78 percent of NFL players either go ba…
Steve and Roger discuss an agile process to truly rock retirement, not just survive it. Make the most of this period of life.
Episode 54 of the Boldin podcast is an interview with Paula Pant, the Founder of Afford Anything, a personal finance site, and host of the Afford Anything Podca…
This post is about a price increase taking effect on Tuesday, March 2, 2021, why we’re making the price change and our vision going forward. (NOTE: If you are…
Episode 52 of the Boldin podcast is an interview with Ben Carlson — Director of Institutional Asset Management at Ritholtz Wealth Management — and discusses whe…
Steve: Welcome to The Boldin Podcast. Today we will be talking with Melissa Fredette, the former president of postgraduate programs at Hult Internatio…
As you look for signs of recovery from the economic turmoil of the pandemic, you’ll want to keep your eye on a few economic indicators that are usually seen as…
The 50th Boldin podcast! This time, Steve Chen is joined by guest Dana Anspach — Certified Financial Planner™, author, and the founder of Sensible Money — and d…
Episode 48 of the Boldin podcast is an interview with JL Collins — a best-selling author and financial independence guru — and discusses the what, why, and how…
To say that Social Security and Medicare are important to the financial well being of seniors would be an understatement. Sixty-two percent of eligible benefici…
The Ulysses Strategy (Ulysses is the Latin name for Odysseus) is a method financial planners developed to keep savers and investors from listening to the sirens…
A study from a team of researchers at Oregon State University shows that the longer you wait to retire, the longer you will likely live. So if you are planning…
When most people think about financial and retirement planning, feelings of stress, worry, and anxiety rise in our throats. This stress — while unpleasant — exi…
If you are in the countdown to retirement – marking the days until you can launch into the next stage of your life – this checklist is for you. In the past, ma…
ADVERTORIAL Financial planning is probably not on your top ten list for how to spend your time. However, getting your hands around your finances and planning a…
Episode 45 of the Boldin podcast is an interview with Alan Donegan — founder of PopUp Business School and host of the Rebel Entrepreneur with ChooseFi — and dis…
Conclusion: Future Value Calculator That Plans Real Life A future value calculator turns guesses into grounded projections. You input contributions, rate of ret…
Episode 43 of the Boldin podcast is an interview with Christine Benz — author and Morningstar’s director of personal finance — and discusses the big financial a…
Retirement withdrawals strategy becomes important to consider as you age. You’ve spent your entire working career saving and investing for retirement. Now it’s…
Before retirement, life has a predictable routine. Work takes priority, and oftentimes everything else is scheduled around it. From laundry to mowing the lawn,…
It has been nearly 30 years since the hit television sitcom starred in living rooms across the nation. However, we may be just reaching the golden age of the Go…
While financial and health concerns are a major part of every person’s retirement decision, it’s important to ask yourself questions that go beyond financial pr…
Take financial wellness into your own hands and do it yourself retirement planning: easy, comprehensive, reliable.
