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Many of my readers know I’m a big fan of Boldin. For those unfamiliar, Boldin (formerly known as NewRetirement) is a retirement planning software that helps individuals build and test their own retire...

It takes a lot for market volatility to shake me. Over the past two decades, I’ve watched the market react to everything from housing bubbles to pandemics to flash crashes. Through it all, one truth h...

What happens when you’ve spent decades saving, planning, and dreaming about retirement, only to watch the market tumble just as you’re ready to step away from work?

It’s frustrating. It’s nerve-wrack...

When most people think about when to file for Social Security, they usually don’t factor in what’s happening in the stock market. But they should.

Your Social Security filing strategy plays a critica...

When choosing how to invest in the stock market, the debate on index funds vs. actively managed funds is still very much alive. Many investors are pitched the idea that actively managed funds — guided...

The argument between index funds vs. individual stocks can get almost as heated as a political discussion. Those who believe they can successfully pick stocks often speak about those who "only" buy in...

Have you ever wondered how your retirement income stacks up against the average retiree income? Understanding this isn’t about competition—it’s about context. Knowing where you stand can help you plan...

Nearly 3,000 people over the age of 200 are still receiving Social Security benefits. At least, that’s what Elon Musk is claiming.

Musk and his Department of Government Efficiency (DOGE) have been ma...

Flat fee financial advisors have existed for years, but they are rapidly gaining popularity among investors looking for a transparent and predictable alternative to traditional percentage-based fees.

On February 1, President Donald Trump imposed a 25% tariff on almost all imports from Canada and Mexico and a 10% tariff on Chinese goods. This move has already stirred lots of debate: some see it as ...

I didn’t plan to build a practice where most of my clients are engineers and IT professionals—it just happened on its own. While I can’t pinpoint a single reason this has happened, I believe it’s a co...

How do you determine the right mix of investments for your portfolio? The 60/40 portfolio—a classic allocation of 60% stocks and 40% bonds—is often touted as the gold standard for retirement planning....