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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.
Money mindfulness is a powerful trick to reducing financial stress and improving your day to day and long term financial outcomes. Learn how.
April 17, 2025
Steve Chen and Devin Carroll cover the evolution of financial advice, Social Security, and why education is the foundation of confidence.
Let us help you with simple retirement planning: Use this 4 step framework. No jargon, just a useful progression to the future you want.
Are you a woman? Do you have a wife, daughter, or mother? Discover 10 reasons why women lag behind men in preparedness and how to catch up!
Personal finance, investments and much more. Find fiction and many books on achieving a meaningful, happy, healthy and successful retirement.
Future economic possibilities? There is a lot that can go wrong (and right)! Be prepared for anything with the right plans.
Tariff Turmoil wasn’t all bad for Boldin users and they have some useful advice for weathering these storms.
Steve Chen and Mike Himmelfarb unpack the sweeping impact on global markets, economic strategy, and personal finance.
Here are 8 key insights on life transitions. Use the tips to make retirement and other big changes in your life efficient and happy.
Boldin users are resilient. Find out what percentage feel prepared for market volatility. And, explore what to do in these uncertain times.
Hear what 12 thought leaders have to say about Trump’s tariffs and the market turmoil. Get useful advice and insightful commentary.
Explore the history of U.S. tariffs and the impact they have had on the economy to help understand what is happening now.
Planning for the future should involve strategizing to minimize taxes. Explore 25 tips to help you plan, do retirement tax filings, and save money.
Are you wealthy? You may be paying extra for Medicare. Find out why and how to reduce your IRMAA – Income Related Monthly Adjustment Amount.
Estimating your longevity with a best life expectancy calculator is a great way to improve your retirement financial and lifestyle projections. Start now!
Health costs before age 65 when you qualify for Medicare are expensive. Here are 9 ways to make early retirement insurance more affordable.
If you are asking, “Am I ready to retire?” Here is some good news: you don’t necessarily need $1 million dollars for a successful retirement. So, what you do need? We did a little digging and here are 8 important skills that will enable you to achieve financial security, health and the best most secure…
To retire like an adult, you need a responsible and dependable retirement plan. Use this 11 point checklist to see if your future is secure.
Leisa Peterson, financial coach and author of Mindful Millionaire, discusses the impact of scarcity mindset and financial confidence.
If you are misinformed about long term health care costs, you might not get the care you want. Find out how much it costs and how to pay for it.
Get 6 surprising takeaways from Boldin’s recent survey of users about Roth conversions.
Learn about the differences between stock market crashes, corrections, and secular bear markets. Plus: 14 tips for weathering these storms.
Take financial wellness into your own hands and do it yourself retirement planning: easy, comprehensive, reliable.