Preventing Cyber Scams that Target Seniors – Center for Retirement Research
“Your Microsoft account has been compomised [sic]. Click this link to reset your connecton [sic].” Does this message look familiar,...
Financial Worry: How it Tricks You into Worrying More and What to Do Instead
Financial worry is no fun. Worrying about the future, especially when it comes to money, is an almost universal human...
KFF Health News: Health Savings Accounts, Backed by GOP, Cover Fancy Saunas but Not Insurance Premiums
December 05, 2025 KFF Health News: Health Savings Accounts, Backed by GOP, Cover Fancy Saunas but Not Insurance Premiums With...
Why Immigration Policy Changes are Causing Long-term Financial Harm to U.S. Citizens – Center for Retirement Research
The Detention and deportation of Immigrants sets their American Kids back We should be careful before arresting, detaining, and deporting...
Year End Financial Planning: Survey of 1,000 Boldin Planners Reveals 6 Powerful Insights
Year-end financial planning isn’t just a checklist or a set of transactions. According to a survey of more than 1,000...
How Is Retirement Wealth Affected by Adverse Childhood Experiences? – Center for Retirement Research
The brief’s key findings are: Social Security helps insure workers against serious hazards that can undermine their lifelong financial health. Such hazards...
5 Ways to Tap Home Equity in Retirement and 7 Times When it May Be a Good Idea to Do So
Home equity (how much you owe on your mortgage subtracted from how much your home is worth) can be a...
Should You Pay Off Mortgage or Invest?
A while back, on the Boldin Facebook group, Linda asked about what she should do with a recent inheritance. She...
Taxing Inheritances Under the Income Tax is a Great Idea – Center for Retirement Research
But subjecting inheritances to the payroll tax in addition could be even better In a great new book, BC Law...
Plan Your Dreams: 11 Guidelines for Building a Financial Plan for the Life You Want
So much that is written about retirement planning is about rates of return, inflation, savings thresholds, tax mitigation, budgeting, asset...
