Image by Alexander Mils For many adult children, watching their parents age comes with a unique set of emotional and financial challenges. One of the biggest questions that arises is whether or not you should be saving for your parent’s retirement. It’s a complex issue—one wrapped in love, guilt, loyalty, and practicality. Maybe your parents … Read more
Wondering if Boldin is the right tool to help you plan for retirement? This Boldin Review will break down everything you need to know. Financial planning can feel confusing and even scary. That’s why I was excited to try out Boldin (formerly known as NewRetirement). If you’re someone who wants to know if you’re on… … Read more
When it comes to saving for retirement, knowing which account to fund first is like knowing which steps to take when climbing a mountain. You want to reach the summit with enough oxygen (money) and energy (tax efficiency) to enjoy the view. For those aiming to retire early, funding retirement accounts in the right order … Read more
When onboarding new clients, financial advisors often use a three-meeting cadence: a Discovery Meeting to gather information, a Presentation Meeting to discuss the plan, and an Implementation Meeting to finalize it. While this approach works for many clients, individuals who are 12 months away from retirement face a range of complex financial and emotional considerations. … Read more
For many financial advisors, a core part of the retirement planning process involves simulating whether the client’s assets will last through retirement. Traditionally, these simulations take the form of either Monte Carlo analyses – showing the percentage of simulated outcomes in which the client finishes with assets remaining – or stress tests that assess plan … Read more