Discover the Best Insights for Every Stage of Retirement

How to Plan the Perfect Italian Dream Trip After 60

Proper preparation is everything for U.S. retirees when planning an Italy "trip of a lifetime."...

The Best Places To Retire Abroad In 2025

More Americans are retiring abroad in search of lower costs and less toxic politics. Here are recommended spots around the world, based on quality of life, healthcare, and how welcoming they are to U....

15 Major U.S. Cities Where Home Prices Keep Rising

Home prices are still climbing in many areas, and not just in the usual places. Some of the biggest gains are showing up in cities that used to be considered affordable, and it’s catching a lot ...

How I Retired at 42: The Plan, The Execution, and The Mindset That Made It Happen

When I was a teenager, I made a plan to retire young. I wasn’t just daydreaming, I was studying, analyzing, and laying the foundation for financial freedom decades before it would become a reali...

Worried About Your Retirement Income? Four Questions to Ask Yourself, From a Financial Planner

If you're nearing or in retirement and stressing about your retirement income (so many of us are), consider taking some time to think about these four issues....

But was there a party and cake?

Retiring at 58+ in sixteen working days. What did you do to celebrate? My department is pretty big. Almost 400 if i count spouses. What did you do to celebrate? At first I'm thinking of meeting at a b...

Recently retired and it is a bigger adjustment then I thought

I recently retired from a really stressful job and thought I’d finally feel relaxed and happy. But the opposite has happened – I feel even more stressed now than when I was working. I wasn...

Should I take SS before 70 now that I have cancer?

Wife (67) and I (63) are retired and living off investments. We have a good nest egg. Both of us had good careers and are in line for solid SS income, though mine is higher because she took time off t...

The Richest People Are Not Index Fund Fanatics – Why Are You?

I love index funds and ETFs for their low-cost nature and simplicity of ownership. However, if you want to build generational wealth before traditional retirement age, consider looking beyond just ind...

Freedom vs. Fiduciary Responsibility in a Company 401(k)

Companies and partnerships need to remember they have a fiduciary duty to their employees. Here's my approach to my partnership's 401(k). The post Freedom vs. Fiduciary Responsibility in a Company 401...

Three Steps for Evaluating a Downsize in Retirement: A Financial Planner's Guide

Unless you think things through, you could end up with major (and costly) regrets. To make the right choice, base it on the three keys to retirement happiness....

Americans, a great thing for retirement: Senior National Parks Pass

I'm making a special call-out for the National Parks Pass for Seniors, since that is one of the things visitors say makes our country special -- the huge number, quality, and variety of national parks...

7 Tips to Elevate Retirement Savings in Q3

We’re halfway through 2025, which means now may be the ideal time to check in on retirement savings in Q3. Are you on track to meet your savings goals? Recent news reports suggest that Americans...

13 Practical Ways to Earn Money When the Economy Slows

A recession doesn’t have to pause your income. In fact, downturns often open the door to creative new income streams. This gallery shares practical, recession-resistant ways to earn, using skill...

Retirement in 10 Years or More? Here’s What Boldin Subscribers Wish They Had Done

Retirement in 10 years? Here are the top 15 things people retiring now wish they'd done earlier. The post Retirement in 10 Years or More? Here’s What Boldin Subscribers Wish They Had Done appear...

It’s Time to Play! Why Having Fun is So Important In both Work and Retirement

Play should be an important component of both work and retirement. Explore why it's so important and how to do it more. The post It’s Time to Play! Why Having Fun is So Important In both Work an...

16 Financial Mistakes to Avoid in Your 40s (While There’s Still Time)

You’ve heard the saying “life starts at 40.” That might be true, but so do some of the biggest financial mistakes. You’re probably earning more than ever, but also juggling kid...

14 Common Renovations That May Hurt Your Home’s Value

Not every home renovation adds value. Some upgrades actually lower your property’s worth, make it harder to sell, or push buyers away. The worst part? You might not realize the damage until it&r...

17 Jobs Where Extroverts Can Make $100K or More

Some jobs actually reward being outgoing, and extroverts tend to thrive in the right ones. If you’ve got people skills, there are careers that pay six figures just for being good at communicatio...

I'm an Investment Professional: These Are the Three Money Tips I'm Giving My College Grad

College grads can help set themselves up for financial independence by focusing on emergency savings, opting into a 401(k) at work (if it's offered) and disciplined, long-term investing....

Stuff You Should Take with You When You Leave Your Job

Someday—hopefully years from now—I will pack up my office and go home for the last time. Here's what I will think about taking with me. The post Stuff You Should Take with You When You Lea...

Why People Leave Medicare Advantage Plans And Why It Matters To You

More than half of Medicare beneficiaries sign up for Advantage plans, but a high percentage will leave their Advantage plans within five years....

Retiring Early? Don’t Expect Your Friends to Follow You

FIRECracker is a world-travelling early retiree. She used to live in one of the most expensive cities in Canada, but ... Read more...

New AARP hub equips advisors to spot clients' dementia risk

Experts say that families often get caught off guard by their loved ones' cognitive decline and it's a crucial component of planning that is frequently left undiscussed....

Don't Let a "Clunker" Fund Drag Down Your 401(k)

401(k) lineups are loaded with overpriced, underperforming fund options. Here's how you can dump the clunkers....

Embattled Adult Kids Are Stressing Their Aging Parents-Can It Stop?

When aging parents need help, the last thing they want to see is their kids fighting over it and the costs. Use experts to conduct family meetings to reduce conflict....

Question for the seasonal travelers

So today's question is...for those who leave "home" for a season--whether it's to be a snowbird and move south in the winter, or those who leave for a summer in a northern clime, how do you arrange th...

Good books or other sources on managing investments during retirement

Hello, could you suggest a good book/text/article/podcast/video on how to manage your investments during retirement? I am not looking for a book or text on how to invest or to accumulate wealth. It wo...

16 Careers Where 20 Years of Work Can Be Enough to Retire Early

Most Americans spend 40 to 50 years working toward retirement, but it doesn’t have to take that long. Some jobs pay enough to hit your financial goals faster, giving you the freedom to walk away...

Millennials Are Quietly on Track to Become the Richest Generation

Millennials are on track to become the wealthiest generation ever. As trillions in wealth change hands, they’re positioned to gain more than anyone else. This gallery breaks down the numbers, tr...

What Can We Learn About Long-term Care Models from Home and Abroad?

Myfascinating conversationwithBen Veghte, executive director of theWashington Cares Fund, covered both his state’s innovative model for public financing of long-term care and the Dutch approach ...

Retiring Early? Don’t Expect Your Friends to Follow You

“How do I get my family and friends onboard the FIRE train? We’ve had little success. Some friends are excited in the beginning but lose steam over time. Others aren’t interest at al...

New SALT Cap Deduction: Unlock Massive Tax Savings with Non-Grantor Trusts

The One Big Beautiful Bill Act's increase of the state and local tax (SALT) deduction cap creates an opportunity to use multiple non-grantor trusts to maximize deductions and enhance estate planning....

Know Your ABDs? A Beginner's Guide to Medicare Basics

Medicare is an alphabet soup — and the rules can be just as confusing as the terminology. Conquer the system with this beginner's guide to Parts A, B and D....

I'm an Investment Adviser: Why Playing Defense Can Win the Investing Game

Chasing large returns through gold and other alternative investments might be thrilling, but playing defensive 'small ball' with your investments can be a winning formula....

Another step in the transition...

With just a few years left to go in the workplace, and a two year IT project just starting at work, my attitude has recently started changing. I'm not going drive myself to drink over this project. I'...

When It Comes To Medicare Cards, What’s In Your Wallet?

Not sure what Medicare coverage you have? This guide helps you decode the cards in your wallet—and what they say about your benefits....

The Step-Up In Cost Basis And Its Relation To The Estate Tax Threshold

Imagine spending your life building wealth, investing in real estate, stocks, or your business, with the hope of leaving a legacy for your children. Then one day, you find yourself wondering:Will the ...

In Defense Of Owning A Big Beautiful Home Over A Small One

The value of owning a big, beautiful home is underappreciated. Somewhere along the way, the personal finance world began favoring minimalism and smaller living spaces, often dismissing larger homes as...