Retirement savings can seem like a very complicated matter. But some of the most well-known and respected financial minds like Suze Orman, David Ramsay, and others say that it’s really not that hard. The difficult part is saving. Sorting ou…
An astonishing number of retirees “reverse” retirement – they quit their lives of leisure and go back to work either part or full time. Is retirement really not…
When planning for retirement, it’s important to save enough money to cover the essentials. While a financial planner may discuss earmarking funds to pay for dai…
Annuities can be a great way to receive a steady income in retirement, but because they are complex financial products, it’s best to do some research before pur…
While investing a big portion of your retirement savings in the stock market can be a risky decision, putting some of that money into an annuity can help ensure…
If you are nearing or are already in retirement, you are about to change from being an earner and a saver to being a spender. You spent a lifetime amassing savi…
Figuring out what you are going to do in retirement and how you are going to pay for it is not something you do once and just forget about it. You should plan f…
Research shows that feeling lonely is a big risk factor for heart attack, clogged arteries, and stroke. In fact, the dangers of loneliness are on par with obes…
You have probably read about the perils of loneliness as you age and how feeling alone can actually reduce your life span by as much as regular smoking does. Ho…
“Retirement at 65 is ridiculous. When I was sixty-five I still had pimples.” – George Burns It seems that George Burns was onto something. More and more older A…
“FIRE” stands for Financial Independence Retire Early for a group of fired-up young people. In a nutshell, it’s about making some significant lifestyle choices…
If you have company stock in a 401(k), you will want to learn about Net Unrealized Appreciation (NUA) and how to minimize taxes when you rollover these funds to…
Episode 42 of the Boldin podcast is an interview with Scott Migliori — the former Chief Investment Officer for U.S. Equities for Allianz Global Investors and a…
Do you remember the TV show “The Golden Girls?” Four silver-haired ladies, sharing a household, lending strength, support, and ultimately friendship to one anot…
You need to make a lot of choices in retirement. Many people tout the benefits of investing in real estate. However, there is a less glamorous way to use your…
From George Burns to Helen Mirren, these quotes on getting older will make you laugh, and also make you think. Great for cards or birthdays.
While pensions are not nearly as common as they once were, they are a very important part of the retirement plans for many of society’s most valued workers: tea…
Roughly 10,000 baby boomers turn 65 each day. Where to retire is a big question for this huge cohort of Americans. It can be an overwhelming decision. Hopefully…
Walking is relatively easy and it is key to your good health. The American Heart Association recommends 10,000 steps a day (about five miles of walking). Does…
Reverse mortgages enable you to convert your home equity into cash, but while most homes are eligible, some are not. If you live in a condominium, your property…
Jim McCarthy is a successful Silicon Valley executive who worked for Yahoo! as employee number 258 and grew up with the industry. In 2013 he was diagnosed with…
Dr. Thomas Boyce is a pediatrician and Distinguished Professor Emeritus in the Departments of Pediatrics and Psychiatry at the University of California, San Fra…
It’s official. According to the National Bureau of Economic Research (NBER), the U.S. economy officially entered a recession in February of 2020. First, the Bad…
“The most important thing you can do for your retirement is have a plan, specifically a retirement income plan. A plan covers far more than what investments to…
Take financial wellness into your own hands and do it yourself retirement planning: easy, comprehensive, reliable.
