Retire on Dividends vs. Investment Sales
At an early age, I was attracted to the allure of living off of interest — having enough income-producing cash...
A State Policymaker Discusses Lessons Learned from COVID – Center for Retirement Research
In a recent podcast, I had the opportunity to speak with Marylou Sudders, the Secretary of Health and Human Services for...
Early Retirement Withdrawals: 5 Ways to Take Penalty-Free Distributions from Your Retirement Accounts BEFORE You Turn 59.5
Early retirement is a dream for many. However, a really early retirement is fairly rare. According to research published on...
This Is the Best Way to Help Older Homeowners – Center for Retirement Research
A proposed pilot project could relieve the tax burden on older people. Some exciting news. Adam Scanlon, a representative in...
Retirement Planning is Complex: Get a Set of Expert Eyes – a Coach or Advisor – on Your Future!
At Boldin, we imagine a world where everyone feels confident about their money. We believe that high-quality, holistic financial guidance...
Tax Credit Reduces Disabilities Among Older Workers – Center for Retirement Research
To improve low-income households’ economic well-being, the social safety net provides both cash assistance and additional resources to support a...
8 of the Most Popular (and Inspiring) Reasons Why People Retire Young
Not everyone can retire young, but even those with the financial means to quit their job often opt to wait....
Are Tariffs Worth the Risk to Our Retirement – and Overall – Economic Security? – Center for Retirement Research
Raucous debate clarified the national defense case for strategic tariffs, but it is very hard to argue for a world-wide...
Podcast 92: Making Sense of Social Security with Devin Carroll
In this episode of Boldin Your Money, host Steve Chen sits down with financial advisor and YouTube creator Devin Carroll,...
How Can Smart People Argue for a Tax Cut? – Center for Retirement Research
We need to get our fiscal house in order, not make matters worse. In this new world, I have expanded...
