Happy Retirement
Retirement Motivations: Are You Stumbling Toward or Joyfully Leaping into Retirement?
Explore 8 most often cited motivations for leaping into retirement. A few of them might really surprise you.
Explore content
Financial Wellness
18 Big Financial Planning Myths: What Are You Getting Wrong About Retirement?
There is a lot of confusion about financial planning. Here are 18 of the biggest misconceptions.
Financial Wellness
Understanding How Concepts of Time Impact Your Financial Plans
In the realm of financial planning, numbers and calculations often take center stage, overshadowing the profound influence of time on our decisions. However, th…
Happy Retirement
What’s Your Why? How to Set Life Goals and Create a Financial Plan for Achieving Them
Is your long-term financial goal all about your money? You are missing the point. Learn to consider your why, what’s important to you.
Aging Well
What Advice Would Your 80-Year-Old Self Offer to You Today?
Find out why putting yourself in the mindset of your 80-year-old self and hearing what they have to say is really important.
Retirement Planning
Retirement Tips from Henry “Bud” Hebeler: A Model and Inspiration for Retirement Planning
Here are a 8 of the most important retirement and estate planning lessons from Bud Hebeler. They stand the test of time.
Financial Wellness
87 Thought Provoking Questions About Wealth: Understand Your Values and Attitudes About Money to Live Happier
Money is important. Take time to think about and answer questions about wealth. Explore your beliefs and attitudes. It can be transformative.
Planning
Retirement Planning Activities: Are You Doing More or Less than the Average Person?
Some people do a lot more retirement planning than others. Have you done more or less than the average?
Aging Well
Age-Related Financial Vulnerability: Why Making Financial Decisions Might Be More Difficult as You Get Older
All kinds of things happen to our brains and bodies as part of the normal aging process. And while we might prefer to ignore getting old, sometimes it is useful…
Financial Wellness
Take Control of Your Financial Life: 28 Pieces of Real Advice from Real People for Real Wealth and Security
Here are 28 unique tips for how to take control of your finances — with varied advice for all kinds of people.
Planning
Big RMD Changes and 11 Other Retirement Planning Headlines from SECURE 2.0 and the Omnibus Spending Bill
There are big retirement planning changes with passage of the Omnibus Spending Bill, including the SECURE Act 2.0. See how you are impacted.
Planning
29 Early Retirement Tips, Strategies, Tricks, & Hacks
Early retirement does not need to be a dream. Make it your reality with these tips, tricks and hacks. Learn more now.
Financial Wellness
Podcast: Joe Kuhn on the Tools You Need to Decide If It Is Safe to Retire
Financial Independence influencer on YouTube. Steve and Joe discuss Joe’s journey to financial independence, his rise on YouTube, and the lessons he’s learned a…
Happy Retirement
11 Bold Tips to Help You Enjoy Retirement: Plan for an Fantastically Happy Future
Only half of retirees actually enjoy retirement. Here are 11 ideas to help you achieve the happiness and fun you want.
Financial Wellness
Podcast: DiverseFI and Regret Minimization Insights from Hospice Doctor, Doc G
Learn what end of life can teach us about financial independence from a hospice doctor who has observed the regrets of his dying patients.
Retirement Income
Avoid Unnecessary Taxation: 7 Easy Sources of Tax-Free Retirement Income
As a lifelong worker who paid their fair share of taxes, make sure you take advantage of these sources of tax-free retirement income.
Happy Retirement
What You Can Learn From Millennials (Yes, Millennials) for a Better Financial Future
People often mock millennials, but here are 8 useful lessons from the generation about money and planning a secure future.
Aging Well
For Real Retirement Security, Make a Plan for Everything that Could Possibly Go Wrong
Want retirement security? You need a retirement plan that will protect you from anything and everything that could go wrong. Read more…
Financial Wellness
Podcast: The Financial Samurai – “Buy This, Not That: How To Spend Your Way To Wealth And Freedom”
Steve and the Financial Samurai discuss Sam’s new book, “Buy This, Not That, How to Spend Your Way to Wealth and Freedom”. Listen in for tips on how to tackle l…
Financial Wellness
Winners and Losers with the Recent Interest Rate Hike
As with any economic shift, there are winners and losers. See who benefits and who will suffer more from the recent interest rate hike.
Financial Wellness
78% of People Aren’t Ready for Retirement: The Good News? Everyone Can Improve Their Financial Prospects
Worried you aren’t ready for retirement? You aren’t alone and the fixes aren’t too painful. Improve your financial prospects.
Planning
Planning Retirement in an Uncertain Economy: How Much Should You Adjust Your Plans?
It is a worrisome time to be planning retirement. Explore 9 ways to adjust your plans for an uncertain economy.
Planning
Quarterly Financial Review: 9 Updates to Make to Your Plan Now (April 2022)
Want to stay on track to a secure future? Do a quarterly financial review. This article explains what to update, provides recent economic benchmarks and shows y…
Planning
What’s New? Recent Enhancements to the Boldin Retirement Planner
From being able to model a change to your future rates of return to new classes, check out the exciting enhancements we have added this quarter.
