The Social Security Fairness Act: Are Your Benefits Impacted? - Boldin
Learn about the Social Security Fairness Act, new legislation that restores benefits to public service workers.| Boldin
Learn about the Social Security Fairness Act, new legislation that restores benefits to public service workers.| Boldin
Thinking about early retirement? Learn the pros, cons, and what it really takes to retire at 62—and still thrive.| Boldin
There may be $100,000 reasons to delay the start of Social Security. It's tempting to start early, but your paycheck increases if you wait.| Boldin
Are you trying to figure out what to do when stocks go down? Check out these 10 tips. Numbers 3, 7 and 9 are particularly useful!| Boldin
What is your inflation risk? Here are 8 ways to protect your retirement finances from rising inflation. Read now...| Boldin
“Your product has literally allowed me to sleep better at night. It’s invaluable. If you spend your financial life looking for value — this is a no-brainer!” Thomas| Boldin
Is investing in cryptocurrencies a good idea for retirement? Explore the pros and cons of this volatile asset class. Read more...| Boldin
Should you consider alternative investments as part of your retirement asset allocation? The answer is that it depends.| Boldin
Retirement security is less a number and more a mindset. Flexibility can be the difference between surviving and thriving. The post Flexibility in Financial Planning: 10 Strategies to Build a Future That Can Bend Without Breaking appeared first on Boldin.| Boldin
Discover how mini-retirements can create career clarity, freedom & growth. Jillian Johnsrud shares her 4-step framework for intentional time off. The post Podcast 99: What If You Didn’t Wait? Mini Retirements, Big Life with Jillian Johnsrud appeared first on Boldin.| Boldin
What's the highest Social Security benefit? Will you qualify? Get easy answers for a wealthier retirement. The post How to Qualify for the Highest Social Security Benefit Possible appeared first on Boldin.| Boldin
What is better than an annuity for retirement? Explore smarter investment and income strategies to grow and protect your wealth. The post What Is Better Than an Annuity for Retirement: Smarter Options appeared first on Boldin.| Boldin
Should I invest in 401k or Roth IRA? Learn how to decide based on taxes, income, and retirement goals, with examples and guidance. The post Should I Invest in 401k or Roth IRA? appeared first on Boldin.| Boldin
Does Roth 401k have income limits? Learn the rules, myths, and strategies high earners can use to take advantage of Roth 401k contributions. The post Does Roth 401k Have Income Limits? Rules and Myths Explained appeared first on Boldin.| Boldin
Learn Roth 401k limits for 2025, catch-up amounts, and strategies to maximize contributions. Get tax-free growth tips now. The post Roth 401k Limits — Contribution Rules, Catch-Up Amounts, and Planning Strategies appeared first on Boldin.| Boldin
We made the 2025 Inc. 5000 list! Thank you to our community for helping us grow and transform financial planning. The post Boldin Made the 2025 Inc. 5000 List of the Fastest Growing Companies in America appeared first on Boldin.| Boldin
Financial motivations drive your financial decisions. Be aware of them and you will make better choices. The post What Motivates You? How Financial Motivations Impact Your Decision Making appeared first on Boldin.| Boldin
Trump’s 401k order to allow alternative investments in retirement plans. Who really wins? The move boosts choice for savers but also risks.| Boldin
Boldin users (planners by nature) say planning for societal collapse is a waste. Here's what they do instead.| Boldin
WEP can cut your Social Security benefits if you have a pension. Learn what WEP is and how to limit the impact.| Boldin
Should you take Social Security before full retirement age? Learn three reasons to take Social Security early—and how to plan for them.| Boldin
According to experts, one of the biggest risks in financial planning isn’t investing in a volatile portfolio, but rather avoiding risk altogether.| Boldin
One of the happiest ages in life occurs in what many would consider "old age." Find out which two years will be (or were) your happiest ever.| Boldin
We've made the OBBBA tax updates. Learn more about what's changed and discover opportunities to optimize your tax planning.| Boldin
Retired early, but not done. Scott Garrett shares how Boldin gave him the confidence to leave work and retire on his own terms.| Boldin
Too many people think that their financial destiny is set and can't be changed. Find out how a planning mindset improves wealth and security.| Boldin
From retirement boredom to too much to do, here are the top 9 surprises when you stop working. Plus, 14 ways to overcome the challenges.| Boldin
What is a QLAC? What are the QLAC pros and cons? Find out how to calculate a QLAC for your own retirement plan. Read more...| Boldin
This annuity calculator tells you how much annuity income you can buy, compare with inflation, and see the lifetime value of your investment| Boldin
Looking for retirement planning near you? Whether you want to work with a local advisor or take control with a DIY plan, we’ve got you covered. Learn how to compare options—and see why Boldin might be all you need.| Boldin
Find out if longevity annuities can alleviate your biggest retirement anxieties. Will they offer you the peace of mind you need?| Boldin
Choosing the right Social Security strategies can be a $100,000 (or more) question. Find out how to make the most of this benefit with 16 easy tips.| Boldin
Retiring at 62 or before? Explore average early retirement health costs and discover 9 ways to make it more affordable.| Boldin
Planning retirement? This list might inspire you to include post retirement work. Already retired? You might be choose to return to work.| Boldin
Early retirement is the dream. But, it can also an unfortunate reality for many. Worried about a forced retirement? Here is a 6 step plan.| Boldin
Do it for your future self seems like an odd mantra. However, it will help you get the life you want. Find out why and how to do it.| Boldin
The SSA has released a new format for your Social Security statement and logging on to see it requires a new account. Learn more.| Boldin
Is a retirement bucket strategy right for you? Learn how to calculate your buckets and model them in your financial plan.| Boldin
Get 7 key tips to help you use the Roth Conversion Explorer to determine the best Roth Conversion strategies for you.| Boldin
Retirement is not the end. It is the beginning. A restart in fact. Here is a massive list of what to do in retirement.| Boldin
When you begin to approach 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 you.| Boldin
Retirees and other working seniors are learning that retirement jobs can be more than just work. Here are 14 reasons to consider working after retirement.| Boldin
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.| Boldin
Take a deep dive into how one retiree is achieving a secure future with guaranteed retirement income. Learn about an income floor and 3 investment buckets.| Boldin
These 12 year-end tax tips for retirement will help you minimize your 2024 taxes and reduce future tax bills.| Boldin
Did you know that the risk of heart disease is especially high right after retirement? Discover why and how to protect your health.| Boldin
President Trump's reelection likely means major policy shifts. Here are 5 considerations for preparing your retirement plans for these changes.| Boldin
The ultimate guide to retirement relocation: 20 best places to retire lists, 6 calculators, and tips to help you find your ideal locale.| Boldin
Explore why de-cluttering is the ultimate retirement and estate planning task. 7 compelling reasons to clean out your closets this year.| Boldin
Find out why an investment policy statement will keep your financial goals on target and how to get one set up. Learn more now...| Boldin
Collaborate with a CERTIFIED FINANCIAL PLANNER™ professional from Boldin Advisors to identify and achieve your goals.| Boldin
Behavioral finance can show you how to be happier, wealthier and achieve a better retirement. Explore 16 rules of thumb for a better future.| Boldin
Your personal financial situation and external financial pressures can cause stress and we all need support sometimes. Here are 12 ideas for where to turn when your confidence is rattled.| Boldin
Far flung locations are some of the best places to retire in the world. Explore a range of 17 surprising retirement destinations.| Boldin
Did you have a great Summer? While you were off having fun you might have missed some useful articles. Here are the most popular posts form the last few months.| Boldin
Evaluate the pros and cons of different orders of accounts for withdrawals. See how to make smart decisions about your choices.| Boldin
NewRetirement is now Boldin, your financial confidence platform. Find out why we changed our name and where we are headed.| Boldin
Learn about the ideal withdrawal rate and the 4% rule. Plus, understand a more personalized approach to retirement withdrawals.| Boldin
Knowing how to invest for retirement can be complicated and it is not an innate skill. However, you can do it with these 7 simple tips.| Boldin
You have a good chance of maintaining your cognitive function. Find out how to up your odds and age with confidence.| Boldin
Have you heard of loud budgeting? Underconsumption core? Death cleaning? See what's trending in the world of personal finance.| Boldin
No matter your current health status, safeguarding your finances against chronic disease is a critical aspect of securing your future.| Boldin
Get fresh insights and actionable advice to help you make friends as an adult and enrich your social life at any age.| Boldin
Have you always thought about living in another country? Learn how to make your dreams of living abroad a reality. Click for more.| Boldin
