Financial Wellness
How to Save More Money: 23 Smart and Mostly Easy Ways to Boost Your Savings
Don’t think you could possibly save more money for retirement? These tips will help you shift your mindset for a secure and happy future. Read now!
Articles by Kathleen Coxwell
Uncategorized
Meet Members of the Boldin Team, Learn About their Boldest Life Decisions, and Explore What Being Bold Really Means
See the definition of bold. And, hear from the Boldin team about what being bold in life means. Explore the impact of bold decision making.
Financial Wellness
Learned Helplessness: Is it Impacting Your Wealth? See How to Do (and Feel) Better
Learned helplessness can sneak up on you and impact your ability to make the good financial decisions. Learn how to spot and overcome it.
Retirement Savings and Investments
How Making a Qualified Charitable Distribution (QCD) Can Save You Tax Money
QCDs are a way to help great causes and those in need, but they are also a way to manage your tax exposure and avoid unpleasant surprises.
Planning
The Top 9 Articles You Missed While on Summer Vacation
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.
Retirement Income
How to Decide the Order of Accounts for Retirement Withdrawals: Traditional vs. Other Options
Evaluate the pros and cons of different orders of accounts for withdrawals. See how to make smart decisions about your choices.
Retirement Income
Retirement Withdrawal Rate: How to Make Sure Your Savings Last as Long as You Need Them to
Learn about the ideal withdrawal rate and the 4% rule. Plus, understand a more personalized approach to retirement withdrawals.
Retirement Planning
7 Simple Tips for How to Invest for Retirement
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.
Financial Wellness
10 Personal Finance Fads That Are Totally Buzzing Right Now (And What You Need to Know)
Both good and crazy ideas abound on social media, even in the realm of personal finance. Below are 10 personal finance trends that have become wildly popular. M…
Aging Well
What Do You Need to Do in Your 20s, 30s & 40s, and 50s & 60s to Protect Your Financial Well-Being from the Possibility of Chronic Disease
No matter your current health status, safeguarding your finances against chronic disease is a critical aspect of securing your future.
Aging Well
The Ultimate Guide to the Best Places to Retire: 20+ Lists, Quizzes, and Tips for Making the Best Relocation Decision for You
We all love reading lists of the best places to retire. They interest us, peak our wanderlust and they make us think about what is possible in retirement. Howe…
Happy Retirement
How to Start a Retirement Planning Group or Club: Plan for a Happier Wealthier Future, Together
As retirement approaches, financial security becomes an increasingly important topic. Many people face the challenge of ensuring they have enough savings, under…
Earning
Social Security and Working: Everything You Need to Know
Here is what you need to know about Social Security and working: taxes, penalties, when to start benefits, and when to stop work.
Aging Well
Oldest Olympians at the 2024 Paris Games
Think Olympic glory is only for people who are quite young? Think again! Learn about the athletes who are in their 40s, 50s and 60s.
Earning
How Much is Enough? How to Know if You Are Earning or Saving for Optimal Happiness
If there ever was a million dollar question, it just might be: “how much is enough?” (Although, maybe in your case it would be a $50,000, $200,000, $500,000, $5…
Budgeting & Spending
Can You Live Happily in Retirement With Just 66% of Your Work Income? (Yes! Most Do)
Research suggests that average annual retirement income for retirees is far less than what they earned before retirement. And, it’s not a problem!
Planning
Boldin’s Retirement Rules: 18 Guidelines for Financial Security in this Crazy Modern World
Many ideas about retirement are out of date. Explore these 18 NEW retirement rules for a more secure future.
Earning
10 Surprising Facts About Success Later in Life: (It is the Right Time to Start a Business)
You might be surprised by the facts of being an entrepreneur after 50! Financial success later in life is FAR more common than you might think.
Retirement Savings and Investments
Solo 401k: Massive Savings Opportunities for the Self-Employed
The ability to open a Solo 401k is a big perk for the self employed. Learn about 12 big advantages, including the huge contribution limits.
Financial Wellness
Your Money Over Time: The Critical Differences Between Today’s and Future Dollars
Let’s face it, money can be confounding. You might think it’s “just math,” but the reality of personal finance is that there is never just one “right” answer. I…
Retirement Planning
Should I Retire? The Financial and Personal Signs It’s Time
Most are ready to retire when they can cover 25–30 years of spending, know what they’ll do, and aren’t pulled to work. Here’s how to know.
Financial Wellness
16 Retirement Numbers You Need to Know for a Secure Future
How to make sense of retirement planning? Here is your guide to 16 retirement numbers that could be important for a secure future.
Aging Well
How to Live a Long Life: 10 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?
Financial Wellness
Don’t Worry, Be Happy: 11 Ways to Reduce Financial Stress
Financial stress is real, but there are ways to address it. Here are 11 ways to “don’t worry, be happy…” about your money. No matter what is going on in the eco…
