Hear David's investing lessons and plan for generating income for life. Plus what he learned about estate planning after his dad’s passing.| Boldin
The savings playbook is a methodology for determining the most impactful way to use your money. Check it out, #4 surprises people.| Boldin
Rainy Day Fund is something to consider. Where does the money come from when the unexpected happens? It comes from the retirement fund.| Boldin
Are RMDs desired income or a cost? Either way, preserve wealth with these 6 strategies for minimizing taxes on your withdrawals. Learn more.| Boldin
How to decide the order of accounts for retirement withdrawals? Evaluate the pros and cons of different orders of accounts for withdrawals.| Boldin
Retirement planning ages play a crucial role in retirement. Find out what you need to know when. Don't miss these important milestones.| Boldin
Retiring before 59.5? Discover how to make early retirement withdrawals from your retirement accounts to help fund your early retirement.| Boldin
The 4% rule is now the 4.7% rule, but safe withdrawal rates are no substitute for a holistic retirement plan. The post A Richer Retirement: Why William Bengen Now Advocates for a 4.7% Rule, Not 4% appeared first on Boldin.| Boldin
Celebrate Episode 100 of Boldin Your Money! Hear Mark Eakle’s real retirement story—401(k)s, debt-free college, and the power of compounding. The post Podcast 100! Introducing Real Retirement Stories: Meet Mark Eakle appeared first on Boldin.| Boldin
Which countries enjoy the best retirement? Why? What are global threats to retirement security? Can you move to any of the top 10 locales? The post 2025 Global Retirement Index: See Where the U.S. Ranks and Discover What Scares People Most about Retirement Around the World appeared first on Boldin.| Boldin
The history of recent market downturns, lessons to be learned, and how to apply those lessons to your future plans. The post A Look Back at Market Downturns: What History Can Teach Your Retirement Plan appeared first on Boldin.| Boldin
Explore the role potential market risks play in planning your future, other risks, and how flexible sources of funding can protect your future. The post How Important Is It to Anticipate Potential Market Risks in Your Retirement Plans? appeared first on Boldin.| Boldin
Understand when you can withdraw from 401k without penalty, the ages that matter, the exceptions that apply, and smart sequencing too.| Boldin
Our coaches are experts in financial planning and can help guide you to a reliable plan for your path to financial security.| Boldin
Go beyond wealth. Measure your true financial health. Explore retirement, risk, cash flow, tax, and other financial metrics. The post Beyond Chance of Success: How to Really Assess Your Financial Health appeared first on Boldin.| Boldin
Are college costs worth it? A degree promises higher earnings, but not always more lifetime wealth. The post Back to School: Is College Still Worth the Cost of Tuition? appeared first on Boldin.| Boldin
Investor behavior is costing them wealth. Learn how planning, discipline, and smart habits help you capture more returns. The post The Hidden Reason Investors Miss Out on Fund Returns: New Data on How Behavior Shapes Wealth appeared first on Boldin.| Boldin
Rebalancing investments is a critical part of any strategy. Learn about setting asset allocation targets and the finer points of rebalancing. The post Rebalancing Investments: Why, How and When appeared first on Boldin.| Boldin
Informed older Americans are highly skeptical about alternative assets in a 401(k). While choice is good,speculation should be limited.| 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
Take full control of your financial future with PlannerPlus| 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
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
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
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
Far flung locations are some of the best places to retire in the world. Explore a range of 17 surprising retirement destinations.| Boldin
No matter your current health status, safeguarding your finances against chronic disease is a critical aspect of securing your future.| Boldin
