Why Do Desired Stock Allocations Differ from Actual Holdings? – Center for Retirement Research
The brief’s key findings are: As people increasingly rely on their 401(k) assets for retirement, their exposure to market risk is a...
Flexibility in Financial Planning: 10 Strategies to Build a Future That Can Bend Without Breaking
At Boldin, we often remind people that a financial plan isn’t a one-and-done roadmap—it’s a living, evolving framework. Life doesn’t...
Do Desired Stock Allocations Differ From Actual Holdings? – Center for Retirement Research
Introduction While Social Security provides those ages 62 and older with a predictable stream of income, most households need other...
Should I Invest in 401k or Roth IRA?
Should I invest in 401k or Roth IRA? The answer depends on your income, your tax bracket now versus retirement,...
Denmark Recently Raised Its Retirement Age to 70 – Center for Retirement Research
We, too, should restore balance to our system, but inequality precludes an across-the-board increase. Denmark recently raised its retirement age...
What Is Better Than an Annuity for Retirement: Smarter Options
When people ask “what’s better than an annuity?” the real answer is: it depends on your goals, income needs, and...
Boomers Need Alternative Forms of Housing (as Does Everyone Else) – Center for Retirement Research
We have a housing crisis in the United States that has as much to do with the types of housing...
Boldin Made the 2025 Inc. 5000 List of the Fastest Growing Companies in America
We’re excited to share some news: Boldin has been named one of America’s fastest-growing private companies by Inc. magazine! This...
Alliance Members Mark Social Security’s 90th Anniversary with Mobilization Events Across the Country
August 08, 2025 Alliance Members Mark Social Security’s 90th Anniversary with Mobilization Events Across the Country Alliance members have joined...
What if People Live Longer Than the Trustees Assume? – Center for Retirement Research
Are Social Security Trustees’ assumptions too optimistic? The 2025 Social Security Trustees Report confirms what has been evident for almost...
