How To

How to Become an Amazon Reviewer in 2025

How to Become an Amazon Reviewer in 2025...

Financial Flexibility: How to Handle Check Cashing Challenges Without Stress

Financial Flexibility: How to Handle Check Cashing Challenges Without Stress...

Quit Buying Cars on Credit — 15 Reasons to Pay Cash

If you buy a car on credit, it's a negative status symbol and says you don't know how to manage money well. Here are 15 reasons to pay cash. The post Quit Buying Cars on Credit — 15 Reasons to P...

How To Save Social Security — Pay More Taxes? Cut Benefits?

These proposals to save Social Security may require big changes, but Americans want politicians to act. Are you willing to pay more taxes?...

How to Retire Early Due to Disability or Caretaking

If you must retire early due to disability or to care for a loved one, these six steps to make it work financially....

Federal Government Employees, Take The Severance Package And Run

As someone who literally wrote the book on how to negotiate a severance package, I love severance case studies! The second rule of FIRE (Financial Independence Retire Early) is simple: never quit your...

Going from a Saving to a Spending Mindset: How to Stop Worrying, Retire, and Enjoy It

You, like many Boldin users, might have enough to retire, but are scared to start spending. Get 7 tips for moving to a spending mindset. The post Going from a Saving to a Spending Mindset: How to Stop...

Scarcity: Don’t Let it Steal Your Retirement

Worry about the scarcity of time, money, food, etc... can be a problem in lots of situations - including retirement. Learn how to focus on what's important! The post Scarcity: Don’t Let it Steal...

How to Stop Ageism From Tanking Your Retirement

More older workers report instances of ageism. Here's how you can stop age discrimination before it affects your career and retirement savings....

Post-Disaster Financial Planning: How to Protect Your Assets

A financial adviser who knows all about surviving natural disasters recommends ways to mitigate long-term damage to your financial health after a disaster....

5 Top Regrets of Retirees (and how to avoid them)

No one likes having regrets. And yet, we all have them. Regarding the regrets of retirees, a recent study reveals some interesting findings that we can all learn from. Studying […] The post 5 T...

Your Family Money Values Matter: How to Get on the Same Page

How you grow up shapes you financially. That can make things tricky for couples and their kids, so follow these four steps to help establish your family values....

How to take Income/withdrawls from my IRA.

I have one Ira that was made from a 401(k) rollover when I retired. I am working part time to supplement my income. My question, is I have about 90% of the Ira in ETFs and 10% in the money market opti...

How To Request An Age-Related Accommodation At Work

Employees have a protected right to seek workplace accommodation and flexibility for age-related disabilities....

Wills Gone Wild: How to Avoid Estate Planning Disasters

These wills gone wild may be extreme examples of poor estate planning, but experts explain how easily a will can go to the dogs....

How to Use DSTs and 1031 Exchanges for Diversification

This hypothetical case study shows how an investor used Delaware statutory trusts (DSTs) to build a diversified 1031 DST portfolio and avoid a $2M tax bill....

How to Hire a Retirement Coach — And Why You Might Need One

A trusted retirement coach can help bring purpose, clarity and contentment to your post-working years....

How to Avoid These 10 Retirement Planning Mistakes

Many retirement planning mistakes are easily avoidable. Here are 10 to have on your radar so you don't end up running out of money in your golden years....

Women, What Is Your Net Worth?

Many women have no idea what their net worth is, or even how to calculate it. Many also turn to social media finfluencers for advice. Here's what to do instead....

The Hidden Upside of Inflation: How to Make It Work for You 

When you hear about inflation, your first thought probably isn’t, “Oh great, how can this work to my advantage?” After all, inflation has a reputation for eroding purchasing power an...

How to align tribal systems, federal law in Indigenous estate planning

Tribal systems don't always align with federal and state laws when it comes to land ownership, inheritance and what constitutes an asset....

Find Lost 401k: How to Find Out If You Have Lost or Forgotten Retirement Accounts

Here is a guide for how to find lost money -- a lost 401k or other unclaimed retirement benefits. It can be as easy as 1,2,3! The post Find Lost 401k: How to Find Out If You Have Lost or Forgotten Ret...

How to Transform Your Money Management in 2025

How to Transform Your Money Management in 2025...

How to invest money if you’re Gen Z

How to invest money if you’re Gen Z...

How To Manage Inherited IRA Rules That Can Surprise And Trap Heirs

There’s a host of under-the-radar rules beneficiaries need to know to minimize taxes and penalties and maximize the benefits of inherited IRAs....

How To Make Money From A Whole Life Insurance Policy

Did you know that a whole life insurance policy can actually help you make money? It’s true—and it’s a strategy often used by those with higher incomes. For those seeking life insura...

Dragging Your Feet on Saving for Retirement? Here's How to Jump In

Procrastinating when it comes to saving for retirement is all too common. But stalling for too long will hurt your long-term financial security and peace of mind. Here are five tips to break the cycle...

How To Manage Retirement Savings When Living Abroad

Retiring abroad can be a dream come true if you have a good grip on your finances. Here's what you need to know to make it a reality....

How to Organize Your Financial Life (and Paperwork)

To simplify the future for yourself and your heirs, put a financial contingency plan in place. The peace of mind you'll get is well worth the effort....

Climate Disasters: How to Protect Your Money, Home, and Retirement Well Being

Learn how climate disasters could impact your retirement and take steps now to protect your health and wealth from possible negative impacts. The post Climate Disasters: How to Protect Your Money, Hom...

How to Increase Retirement Savings in 2025

If you know you need to make some changes in order to increase retirement savings in 2025, then keep reading. We’ve compiled 9 potential changes you can make to your saving, spending, and invest...

How to Retire

How does one retire? There’s the simple answer: you stop working when you decide your career is over. Now you’re ... Read more...

Tony Bennett's Daughters Share Thoughts on How to Prevent Inheritance Disputes

Other families, especially high-net-worth ones, can benefit from Johanna and Antonia Bennett's experience encountering estate disagreements....

How to Grow Your IRA in Retirement Rather Than Spend It Down

You really can defer RMDs and lower taxes while at the same time increasing the long-term growth of your IRA. Here's how....

How to Think About Money and Aging Now

As you think about your financial future in this new age of longevity, a strong plan means more than just asking if you have enough....

How to Give Back on this Boxing Day: Feasible Ideas for a Busy Schedule

For doctors, Boxing Day might feel like a unicorn of a holiday – mystical, fleeting, and possibly fictitious. By the ... Read more...