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Blog Your guide to financial planning and retirement
Go beyond your savings and investments. We want to help anyone get confident and achieve financial independence so they can make the most of their money and time.
How to sort your holdings into 8 asset classes, spot concentration risk, check against your risk profile, and catch drift or cash drag early.
September 3, 2026
Non-financial retirement planning covers what a portfolio can’t: time, health, purpose, and the people you love. Here are 10 places to start.
Financial mapping can lead you to better financial decisions and outcomes, turning scattered goals into a plan that holds up against risk.
Under-saving is a math problem you can still fix. Over-saving can cost years you won’t get back. Here’s how to tell which one you’re doing.
Vanguard just paid billions for Altruist to scale advisors. Boldin’s CEO argues the bigger opportunity is scaling what you can do yourself.
Social Security figures and 2026 withdrawal rate research show what three common retirement portfolios can generate in monthly income.
Life satisfaction often rebounds after midlife, staying relatively high in your 60s and early 70s. Here’s how to prepare for a fulfilling retirement.
Visa income minimums, Medicare gaps, and double taxation: the real costs of retiring abroad, and how to plan around them before you commit.
See how your Social Security check compares to retirees your age, using the SSA’s newest 2026 data, and what the average leaves out.
Long-term care can run past $129,000 a year. Healthcare can top $345,000 for a couple. Here are the retirement costs people tend to miss.
Specific, research-backed ways to help you deal with financial stress and money worries. Start building real confidence today.
Poor financial decision making costs more than money. Learn to slow down, cut bias, and choose with a clear plan.
Research supports the idea that money does buy happiness. Here’s how spending choices matter as much as how much you save.
Debt advice often stops at interest saved, but you can see whether paying off debt faster changes your retirement date using planning tools.
Ask Boldin AI about your plan, or tell it what changed to keep your plan current. You approve every update the AI makes before it’s applied.
The average 401(k) millionaire hits that mark around 59. See the moves that build wealth fastest after 50.
U.S. annuity sales hit $464 billion in 2025 and are still climbing in 2026. Here’s what’s driving the surge.
A market drop in your first retirement years can cost tens of thousands, even with the same average return. See why, backed by FINRA research.
Test your financial skills with this 10-question CFPB self-test and see how your score compares to the national average of 50.
Boldin surveyed 1,331 retirement savers and found 89% budget for travel costs, versus 58% of other affluent adults. See what the data shows about why.
Federal Reserve, JPMorgan, and Boldin’s own planning data point to the same story for millionaire retirement spending. Here’s the math.
For a couple, Fidelity’s 2026 estimate climbs to $371,000. Here’s how costs break down, and what could make your own retirement different.
Inheriting money sets off 3 things fast: taxes, timing rules, and decisions people rush into. Here’s what to expect.
Two 2026 surveys put the number at $1.2 million and $1.46 million, $260,000 apart. Here’s why, and how to find your number.
Take financial wellness into your own hands and do it yourself retirement planning: easy, comprehensive, reliable.
