Retirement
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Aging event highlights ways to improve aged care globally – Center for Retirement Research
I recently attended the joint meeting of Leading Time and the Global Network on Aging in Boston. Leading Age is…
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Today’s young workers may not have the housing wealth of today’s retirees – Center for Retirement Research
Without home ownership, it's difficult to save money. When thinking about the future of Social Security, one question should be…
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Investors are too pessimistic. Financial advisors are not. – Center for Retirement Research
But can advisors help clients see the bright side? I admit, I have always been skeptical of the financial advisory…
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Tax optimization at the end of 2025
Wow, 2025 is almost over. We only have about two weeks left to complete tax optimization. In fact, we have…
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Real-life retirement lessons from people who have chosen (or faced) radical, inspiring and unexpected journeys
Most retirement advice assumes that everyone wants the same things: stop working at age 65, cut back on spending, maybe…
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November 2025 FIRE Update – Retirement at 40
Hello everyone! 2025 will be over soon. Are you ready for the holidays? This year will be a little different…
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Year-End Financial Planning: Survey of 1,000 Boldin Planners Reveals 6 Powerful Insights
Year-end financial planning is more than just a checklist or a set of transactions. According to a survey of more…
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Why changes in immigration policy could cause long-term economic harm to U.S. citizens – Center for Retirement Research
Immigration detentions and deportations leave their U.S. children in limbo We should be careful before arresting, detaining, and deporting immigrant…
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Is Taxing Estates Under Income Tax a Good Idea – Center for Retirement Research
But it might be better to pay additional payroll taxes on the estate In a great new book, British Columbia…
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Happy Thanksgiving 2025! – Retire at age 40
Happy Thanksgiving to everyone! Wow, 2025 is a tumultuous year. Life in the RB40 family is pretty crazy, too. RB40Jr…
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