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...
KFF Health News: Kennedy Sharpens Vaccine Attacks, Without Scientific Backing
November 24, 2025 KFF Health News: Kennedy Sharpens Vaccine Attacks, Without Scientific Backing As the federal government prepares for the...
Study Finds High Level of Inequality Among Older Massachusetts Residents – Center for Retirement Research
In a recent podcast, I talk with Laura D. Quinby of the Center for Retirement Research at Boston College (CRR) and Luc Schuster of...
Use the Spend Safely in Retirement Strategy
One of the biggest fears you probably have about retirement is whether your money will last as long as you...
The Thinning U.S. Stock Market and Hedging Concentration Risk
There are about half as many stocks trading in the U.S. today as there were in 1996 — 4,010 vs....
