Curated articles and podcasts from trusted financial experts and real retirees.
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I haven't put it on since and I do not miss it one bit. Maybe I'll eventually put it back on, but I feel like my activity level is up significantly since that day. My days have been filled with stuff ...
An irrevocable trust to save estate tax won’t with a $15 million exemption. Trust assets won’t receive a step up in basis. Should the trust be terminated?...
Test your basic knowledge of the habits that can lead to a long and healthy life in our quick quiz....
Glamping, or glamorous camping, offers older travelers a chance to reconnect with nature in comfort. These glamping spots range from the simple to the decadent....
If the assumptions used in your retirement decumulation plan (including the important assumptions that the assets you plan to receive, and the expenses you expect to incur in the future) are exactly r...
Episode 494 This past week I sold Disney. I think the company is plagued by bad management and is likely in trouble over the near term. In this episode I discuss how to identify Blue Chip stock busine...
Today, we remember Jonathan Clements, one of our favorite finance writers and bloggers. “Jonathan Clements, 62 years old, died in ... Read more...
Diversification means different things to different people. I see six levels of diversification. Make sure you nail at least the top three. The post The 6 Stages of Diversification — Where Are Y...
Alas, we must all follow the rule of the shrinking dollar once we hit retirement. Here's how to hold onto your hard-earned money over many years....
If you want to foster strong friendships while improving your golf handicap, Florida's mega retirement community, The Villages, could be the perfect place for you....
Annuities can offer financial stability that can be quite freeing for retirees. Don't let a few myths spoil what might be a good thing for you....
To prevent family wealth from being eroded down the line, younger generations must be treated as active stewards of a legacy rather than passive heirs....
Umbrella insurance adds extra liability protection but it isn't for everyone. Learn who needs it and what it covers. The post What Is Umbrella Insurance and Do You Need It? appeared first on Boldin....
Audit your spending to uncover patterns, cut waste, and align expenses with goals. Small adjustments will boost financial confidence. The post Audit Your Spending: Go Beyond Budgeting with 5 Ways to R...
Long-term care (LTC) and insurance for it (LTCI) are two of the most misunderstood issues in retirement and retirement finances....
All of the information out there seems to be oriented towards WITHDRAWING money from your accounts after you retire. The issues are things like sequence of return risk, percentage of withdrawals, incr...
My husband and I plan to retire the end of 2026. As it gets closer (I know, we're talking 15 months, I like to prepare) but as I'm planning my exit from my job I'm thinking I might feel lost without m...
FROM THE ARTICLE. CEO, members call on Congress to protect and strengthen Social Security for today’s beneficiaries and generations to come. By Deirdre van Dyk, AARP. Published September 26, 202...
Boldin survey reveals most Americans worry a government shutdown and also the threat to ACA subsidies and retirement confidence. The post Survey: The Looming Government Shutdown and the Future of ACA ...
There is a lot to do as you near retirement. And, it goes beyond creating a robust financial plan. Money is only part of the equation. The post The Nearing Retirement Checklist: 19 Things You Need to ...
You're told to shift from “growth” to “protection” the moment you retire andleave the workforce. But is it really that simple? Join us as we break down thefalse dichotomyof pre...
Ever wish your 80-year-old self could give you a nudge today? After years working with clients in their 70s and 80s, three lessons rise to the top: treat wealth as money, time, and health, know your f...
FROM THE ARTICLE. By David John, AARP Public Policy Institute. Published September 26, 2025. About half of private sector workers, many of whom work for smaller employers, lack access to payroll deduc...
Having the combination of financial literacy and discipline is like having a superpower. Here's a resource that might help get you there. The post Changing Behavior with Atomic Habits appeared first o...
Little-noticed provisions in the tax bill will ease requirements on nursing homes and make it harder for some patients to pay....
Trump Accounts, LAC stock and stimulus checks were all Kiplinger stories this week — but why? How much do you know about the week's financial news?...
So, my story is a little different. I stopped working when I was 59 due to medical reasons. I was lucky enough to have had an insurance guy who insisted I take out a private disability when my wife wa...
Ok. So my financial advisor confirms today that my portfolio is in great shape and we’re progressing on track to retirement in 5 years. The question of a new vehicle came up. How would you finan...
Earlier this month, citing the economic slowdown and tariffs, Sherwin-Williams announced that it was suspending 401(k) matches to employees. Here’s what you need to know....
Test your knowledge of the different types of FIRE (Financial Independence, Retire Early) with this short quiz....
More and more retirees are hitting the road for their dream trips, and with some creative travel hacks, you can travel the world without breaking the bank....
The 4% rule is the internet’s favorite answer to “How much do I need to retire?” withdraw 4% of your portfolio each year, adjust for inflation, and you should be fine. It sounds simp...
401(k) balances are climbing, and more Americans than ever are reaching a major milestone: becoming 401(k) millionaires. According to recent Fidelity data, the number of 401(k) accounts with balances ...
Learn the number 1 investing mistake people make in retirement and how to build a retirement investment plan....
A reader asks: I am a 22-year-old CFA Level 3 candidate. I work as a portfolio analyst for a wealth ... Read more...
Did any of you take this (below) approach to retirement? Reached a point where you knew you could retire BUT... Reassessed every few months to determine whether or not you wanted to keep going anyway ...
It's a difficult emotional issue when a dangerous older driver does not want to stop driving. Someone must take leadership.. Learn how,and resources to use....
I'm actually mostly anti-AUM fees, but the pushback against them has gotten out of hand—and it's time for something to be said. The post In Defense of AUM Fees appeared first on The White Coat I...
Four of the One Big Beautiful Bill's changes could impact your retirement, so it's smart to review your financial plans to see if these strategies would help you get the most out of the new provisions...
Corporate pensions are pausing de-risking amid rate uncertainty and litigation. Are plan sponsors acting like bond traders? The data—and behavior—suggest yes....
The other evening, my wife and I went to a school reception held for parents and alumni who donated at least a certain amount in the calendar school year. It was a warm, intimate gathering where we mi...
I'm past Full Retirement Age but not 70 and getting severance pay for a year. Should I wait to collect Social Security until the severance is done? I'm thinking of waiting to maximize my Social Securi...
Looking to see people’s experiences and actions in retirement accounts withdrawals and managing tax rate brackets when working and retirement. How do you manage accounts withdrawals and SS incom...
I'm in the final stage of deciding "the date" I drop the mike and head out to the next chapter. I think the spouse and I have most things we need to consider in place (she's going to slug it out one m...
We recently added a pressure-treated lumber ramp at the front door for my wife's wheelchair. We live in the snow belt along Lake Erie, so I am concerned about how to keep this free of snow and ice. I ...
How many 401k rollovers per year can you do? Understand the one-per-year rule, direct rollovers, taxes, and smart timing with Boldin’s Savings Playbook. The post How Many 401k Rollovers Per Year...
The ‘Great Wealth Transfer’ may not help with high property taxes, soaring homeownership costs, and liquidity issues in 2025....
Are you spending a lot on non-essentials that once felt like luxuries but now seem normal? You might be experiencing lifestyle creep. Here's how to stop it in its tracks....
Answering questions from the residents in the audience who are wondering about saving vs. investing, buying houses, physician loans, and Roth IRAs. The post The Resident Episode appeared first on The ...
Charitable giving is a cornerstone of many comprehensive retirement plans. It's also a cornerstone of our mission at Keen Wealth Advisors. Our whole team takes great pride in serving as active members...